At Leavitt United Insurance Services in Santa Rosa, CA, a Leavitt Group affiliate, we believe careers should be more than just jobs—they should be opportunities to grow, thrive, and make a meaningful impact. As part of the Leavitt Group, one of the largest privately held insurance brokerages in the nation, you’ll join a team that rewards initiative, values hard work, and always puts clients first. Here, you’ll find the training, mentorship, and tools you need to succeed.
The receptionist serves as the first point of contact for clients, visitors, and callers, providing professional and courteous service both in person and over the phone. This role is responsible for managing incoming communications, directing inquiries appropriately, and supporting daily administrative operations to ensure the smooth functioning of the agency. This receptionist position is designed for a future opportunity to become a licensed Insurance Account Manager.
Greet and assist clients and visitors in a friendly and professional manner.
Answer, screen, and route incoming phone calls to the appropriate staff members.
Screen and redirect unsolicited sales calls.
Receive, sort, and distribute incoming mail to appropriate personnel.
Prepare and process outgoing priority mail.
Receive and distribute incoming faxes; monitor outgoing faxes to ensure successful transmission.
Routinely monitor department administrative email inboxes and distribute messages as needed.
Maintain a clean, organized, and professional reception area.
Organize and monitor office supply inventory and maintain the supply room.
Provide data entry support to Personal Lines and Commercial Lines departments by updating customer accounts as needed.
Perform additional clerical and administrative duties as assigned to support agency operations.
Leavitt United Insurance Services offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.
A people-first culture that values your growth and work–life balance
Ongoing training and career development opportunities including paid license renewal and continuing education
The tools and support you need to succeed
The chance to work with reputable carriers and a diverse book of business
Recognition and rewards
Qualified candidates are encouraged to apply!
As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 275 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.
#LI-EM1
#LI-Onsite
Skills Required
- Provide professional and courteous front-desk customer service in person and by phone.
- Answer, screen, and route incoming phone calls and redirect unsolicited sales calls.
- Receive, sort, and distribute incoming mail and prepare/process outgoing priority mail.
- Receive and distribute faxes and monitor successful transmission of outgoing faxes.
- Monitor and distribute departmental administrative email inboxes.
- Perform data entry support to update customer accounts for Personal and Commercial Lines.
- Organize and monitor office supply inventory and maintain a clean, professional reception area.
- Perform additional clerical and administrative duties as assigned to support agency operations.
- Willingness to pursue an insurance license (training and paid renewal provided).
- Work on-site in Santa Rosa, CA.
What We Do
As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.
