Teams at Leavitt Group

Manage CRM databases, datasets, reports, dashboards, and KPI tracking. Build advanced spreadsheet tools, AI-powered workflows, automations, and software integrations using APIs, Zapier, or Make. Support sales and operations with insights, document processes, create SOPs, and identify system improvements through data analysis and business software optimization.

Leads and develops a Commercial Lines service team, overseeing department operations, onboarding, capacity, workflow consistency, quality control, renewals, account reassignment, and service continuity. Provides technical guidance on commercial insurance accounts, carrier processes, coverage questions, documentation, and operational problem-solving. The role emphasizes leadership, training, process improvement, and performance visibility rather than traditional account management.

Serves as the agency’s first point of contact for clients, visitors, and callers. Greets guests, routes phone calls, handles mail and faxes, monitors administrative inboxes, maintains reception and supply areas, and performs data entry for insurance customer accounts. Provides general clerical support to ensure smooth daily agency operations.