Teams at Leavitt Group

Manages a book of commercial insurance accounts, supporting client service, renewals, remarketing, quoting, policy changes, claims, documentation, and cross-selling. Partners with producers, account executives, and carriers to secure competitive coverage and resolve client needs. Reviews policies, monitors cancellations and collections, and mentors account management team members. Requires commercial insurance experience, an active Property and Casualty license, strong coverage knowledge, and proficiency with Microsoft Office and agency systems.

Manage concurrent benefits administration platform implementations from planning through post-launch support. Develop project plans, budgets, timelines, resource allocations, and risk strategies; coordinate cross-functional teams; manage Salesforce releases and enhancements; facilitate stakeholder communications; and drive governance, issue resolution, and successful client go-lives.

Manage and service commercial insurance clients by handling coverage questions, renewals, applications, policy changes, claims assistance, billing inquiries, and policy documentation. Collaborate with producers, carriers, and accounting to quote and support new and renewal business. Maintain accurate client records in AMS360, prepare certificates and endorsements, and stay current on insurance products and market trends.