Teams at Leavitt Group

Provides front desk coverage and administrative support for a personal lines insurance team. Responsibilities include greeting visitors, answering calls, processing mail, handling policy-related documentation and service requests, updating records, data entry, filing, deposits, office supplies, and occasional errands. The role supports account managers with renewals, billing inquiries, payments, ID cards, cancellations, and reinstatements without providing licensed insurance advice.

Support and manage commercial insurance accounts by coordinating with agents, carriers, and underwriters; obtain quotes and bind policies; quote new business using carrier rating tools; create proposal booklets; use the agency management system to meet daily deadlines and ongoing projects.

Provides customer service for personal lines insurance clients by handling service requests, updating policies and records, answering coverage questions, identifying coverage gaps, processing transactions, maintaining follow-up systems, and supporting agency staff. Requires strong communication, attention to detail, dependable task completion, compliance awareness, and a Property and Casualty license.