Leavitt Group

Risk

• Build lifelong relationships with C-suite level executives and business owners
• Help protect clients' businesses with competitive risk management solutions
• Utilize a consultative approach to uncover prospect needs
• Collaborate with agency experts to offer a broad range of solutions

Commercial Risk Advisor

Account Executive

• Manage large and complex employee benefits accounts.
• Lead strategic renewal planning, client presentations, vendor and carrier negotiations.
• Support producers with new business opportunities, quoting, and cross-selling initiatives.
• Serve as senior escalation point for client service issues and claims concerns.
• Track activities and maintain documentation in agency systems.
• Maintain executive-level client relationships.
• Conduct regular stewardship and planning meetings.
• Provide compliance and benefits education support.
• Lead and mentor Account Managers, Marketing, and CSR’s.
• Develop best practices, workflows, and service standards.
• Partner with leadership on growth initiatives and succession planning.
• Monitor book-of-business performance and retention.
• Identify operational efficiencies and process improvements.
• Support agency growth, profitability, and client satisfaction goals.
• Model Leavitt values and professional standards.
• Drive accountability, collaboration, and continuous improvement.
• Support career development across the Employee Benefits team.

Senior Benefits Account Executive – Benefits Lead

• Build lifelong relationships with C-suite level executives and business owners
• Help protect their businesses with risk management solutions
• Achieve extremely lucrative careers while enjoying a well-balanced life
• Utilize a consultative approach with prospects to uncover needs
• Offer a broad range of risk management solutions with partnership support from agency experts