Leavitt Group

Account Manager

• Serve as the primary point of contact for assigned clients; conduct regular communication and onsite visits to assess satisfaction and present deliverables.
• Lead and execute open enrollment activities, including presentations, health fair coordination, and vendor engagement.
• Implement best-practice service models to ensure consistent, high-quality delivery and adherence to contractual obligations.
• Identify opportunities for account growth through renewals, expanded scope, and additional service offerings in benefits and total rewards programs.
• Collaborate with Account Executives to develop communication, education, and strategic initiatives aligned with client goals.
• Support negotiation strategies with carriers and vendors in partnership with Stealth or similar internal teams.
• Prepare and deliver professional client-facing materials, including stewardship reports, communication pieces, RFP responses, renewal presentations, and proposals.
• Ensure accuracy, timeliness, and professionalism in servicing accounts from onboarding to renewals, including CRM documentation.
• Monitor claims trends, compliance requirements, and client business developments; provide proactive recommendations and solutions.
• Access and coordinate expert internal resources (analytics, legal, HR, wellness, communications, technology) to support client objectives.
• Assist leadership with recruiting, training, and developing account management team members.
• Ensure team engagement and alignment with service standards and client deliverables.
• Provide ongoing coaching, quality review, and performance feedback.
• Establish expectations, ensure accountability, and manage team workload to meet deadlines.
• Conduct annual performance and compensation reviews for service staff.

Senior Benefits Account Manager

• Supports the Account Manager on activities required for a smooth transition and/or implementation of new business.
• Manages escalated participant issues working directly with the insurance carrier/TPA regarding systemic or process issues.
• Focuses on administrative support of Account Managers.
• Maintains frequent contact with clients to assist with client needs and questions.
• Manages the delivery of services and the day-to-day client needs to retain accounts, to establish strong client relationships and achieve high levels of client satisfaction.
• Coordinates and manages projects and interactions with clients to address client needs.
• Performs detailed review of all client contracts, summary plan descriptions, insurance certificates, employee communications, and SBCs.

Account Manager Support – Employee Benefits

• Develop deep, long-term connections with clients built on trust, responsiveness, and reliability.
• Drive retention and growth by proactively reaching out, reviewing accounts, and finding ways to enhance coverage.
• Manage all aspects of policy servicing, including renewals, endorsements, certificates, audits, and claims support.
• Ensure accurate documentation and compliance with agency and carrier guidelines by verifying that issued policies align with the original submissions, quotes, and proposal documents
• Partner with team members to streamline processes, support agency growth, and ensure every client receives the best possible experience.
• Participate in marketing efforts, share insights, and represent the agency with professionalism and enthusiasm.

Commercial Lines Account Manager

Risk

• Claims Management: Enter new property and casualty claims into AMS 360, submit First Notice of Loss (FNOL) to carriers, and track claim progress from start to finish.
• Client Communication: Send claim acknowledgements, share updates, and ensure clients are informed every step of the way.
• Carrier Follow-Up: Work closely with carriers to obtain claim numbers, adjuster details, and ongoing status updates.
• Team Support: Assist with scheduling on-site visits, coordinating stewardship reports, and maintaining RAC documentation.
• Record Keeping: Keep client folders, calendars, and department systems organized and up to date.
• Presentation & Reporting: Help prepare PowerPoint decks, moderate webinars, and support RAC reporting and newsletter efforts.
• Special Projects: Support the RAC team with projects such as binder updates, claim reviews, and data gathering for pre-unit stat reviews.
• And More: Take on other duties as assigned — every day brings something new to learn.
• Occasional travel may be required.

Risk & Claims Coordinator

• Supporting agents by processing policy changes, updating policies on an agent’s behalf, attaching documentation, running reports, and entering data
• Engaging with clients via phone, email, text and in office to provide excellent customer service, including taking claim information, providing billing assistance, assisting with policy changes (such as adding a driver or changing a lender), and issuing proper insurance verification documents to clients (insurance cards, etc.)
• Proactive client contacts to review policies and upcoming changes, quote options through multiple companies and make recommendations that meet the client’s needs
• Submitting proper documentation to carriers and mortgage companies, and verifying that documents received from carriers are correct.
• Supporting Agency leadership with special projects, client development and auditing policy information
• Participating in agency-sponsored community events and service projects

• Serve as the go-to resource for clients—answering questions, resolving issues, and guiding them through changes with professionalism and empathy.
• Manage service requests such as vehicle or coverage changes, lienholder updates, billing inquiries, payments, and new quotes.
• Spot opportunities to fill coverage gaps and educate clients on how to better protect themselves and their families.
• Build strong, lasting relationships by supporting your book of business and driving retention.
• Keep client records accurate and up to date with clear documentation and timely follow-up.
• Collaborate with your team and manager to ensure smooth service delivery and client satisfaction.
• Leverage your knowledge of products, carriers, and agency processes to provide exceptional service.

Personal Lines Account Manager

• Support a diverse book of commercial clients handling submissions, proposals, servicing, and renewals
• Prepare applications for submission with underwriting information provided by the producer
• Coordinate daily with Commercial Lines Manager and Account Executives on deadlines and ongoing projects/tasks
• Work with service staff to meet timelines and deadlines
• Assist with marketing procedures with selected markets and follow up with markets for quotations
• Create proposals under direction of the Account Executive and check for discrepancies
• Make proposal changes and quotations following client meetings with the Account Executive
• Provide final documentation for customers and obtain information to produce Certificate issuance
• Check policies against submissions/quotations/proposals and verify endorsements against Account Executive requests
• Invoice and follow up on billing

• Perform outside B2B sales to build relationships with C-suite and business owners
• Use consultative sales approach to uncover client needs and sell competitive risk management solutions
• Collaborate with agency experts and support staff to deliver broad range of risk management solutions
• Manage new and renewing accounts and pursue uncapped commission earnings
• Represent Leavitt Group and grow client base in the Alamosa, Colorado area
• Participate in training, sales incentives, and company sales competitions

Commercial Risk Advisor

• Be an outside sales representative in and around the Fort Morgan, Colorado area
• Build lifelong relationships with C suite level individuals and business owners while helping protect their businesses
• Use a consultative approach with prospects to uncover needs and offer competitive and sophisticated risk management solutions
• Collaborate with agency experts and support staff to offer a broad range of risk management solutions
• Pursue sales targets with uncapped commission on new and renewing accounts

Account Executive

• Work side by side with GBS Brokers in the sale and service of employee benefits for current and prospective clients.
• Work collaboratively with the Broker and Account Management teams to ensure an exceptional client experience.
• Establish and build upon strong relationships with the client/carrier and develop an understanding of all aspects of the client.
• Handle complex client issues and make recommendations to best service GBS clients.
• Act as a liaison between clients and GBS to consult in decision making, including renewal decisions.
• Assist broker teams in growing, developing, and acquiring new business relationships through new and existing clients.
• Create and deliver compelling presentations of insurance products and vendors.
• Cultivate and maintain strong relationships with clients to understand their needs and expectations.
• Develop strategic plans to achieve sales targets and foster long-term partnerships with clients.
• Negotiate terms, pricing, and contracts with clients.
• Provide regular reports on sales performance, client interactions, and market trends to management and relevant teams.
• Daily work includes computer interfacing, data entry, communications (electronic and physical), movement throughout the office, attending meetings, etc.

Account Executive, Employee Benefits

Insurance

• Outside Employee Benefits sales focused on small business clients (10-50 employee lives).
• Responsible for driving new business sales revenue growth for small business clients.
• Develop relationships with pre-qualified prospective customers.
• Cross-sell referrals from other business units and establish pipeline of clients.
• Deliver a proven sales presentation to consumers and close sales.
• Work with a personal dedicated sales coach and participate in training during the first 90 days.
• Conduct outside sales activities during Monday - Friday, 9 AM - 6 PM.

Employee Benefits Insurance Sales Representative – Small Business

• Process day-to-day service requests such as endorsements, cancellations, reinstatements, and coverage verifications
• Maintain accurate records in the agency management system (e.g., AMS360), ensuring documentation and activity logs are current and complete
• Issue certificates of insurance, ID cards, evidence of insurance, and other policy documents
• Review upcoming renewals for rate changes, risk changes, and retention strategy
• Communicate with clients proactively to confirm needs and address concerns before renewal
• Coordinate with producer on remarketing strategies and coverage reviews
• Run comparative quotes across multiple carriers when appropriate
• Identify opportunities for bundling, discounts, or improved coverage
• Assist with quoting for cross-sold or newly added policies (e.g., umbrella, valuables, secondary homes)
• Act as the main point of contact for assigned clients, ensuring responsive and friendly service
• Handle incoming calls, emails, and client requests with professionalism and empathy
• Guide clients through billing questions, claims processes, or coverage explanations as needed
• Work effectively within carrier portals, underwriting platforms, and comparative raters
• Maintain knowledge of carrier appetite, underwriting guidelines, and procedures
• Collaborate with team members to balance workload, support cross-branch needs, and uphold team standards

Personal Account Manager

Administrative Assistant

• Serve as the first point of contact for clients—greeting visitors, answering calls, and directing inquiries with professionalism and warmth.
• Support agency operations by managing appointment scheduling, incoming mail, and office supplies.
• Assist with quoting and selling Personal Lines insurance policies.
• Provide administrative support to both the Personal Lines and Commercial Lines teams.
• Handle billing-related tasks and assist the Agency Manager or Owner with accounting responsibilities.
• Help with basic client service tasks, including policy lookups, document scanning, and data entry.
• Maintain a clean, organized, and welcoming front office environment.
• Collaborate with account managers and producers to ensure smooth client handoffs and communication.
• Uphold confidentiality and compliance standards in all client interactions.
• Demonstrate a proactive approach to problem-solving and team support.

Front Office Manager

Data Analyst

• Manages data, prepares and peer reviews reports, performs ad-hoc analysis, and provides assistance with rate decisions
• Review and present pharmacy analytics deliverables in client facing meetings (in person and/or virtual)
• Provide analytics and organizational support for pharmacy benefit procurement and market check RFPs—leading all steps from data collection to analysis to final deliverables
• Support GBS Pharmacy strategic and service initiatives including interactions with plan sponsor representatives and plan members
• Assist with team projects and initiatives and other duties as assigned
• Use company-specific software systems and perform computer interfacing and data entry

Data Analyst, Pharmacy Benefits

• As an Account Manager at Leavitt Group, you will play a key role in managing commercial insurance accounts, delivering customized solutions, and fostering long-term client relationships.
• · Manage and retain a portfolio of commercial insurance accounts.
• · Assess client needs and recommend tailored insurance solutions.
• · Negotiate coverage terms with carriers to secure optimal policies.
• · Support clients with policy changes, claims, and renewals.
• · Collaborate with internal teams to improve service delivery.
• · Maintain accurate records in the agency management system.
• · Stay current on industry trends and regulatory changes.
• · Build trust-based relationships through effective communication.

Account Manager – CSR

• Manage and service a portfolio of commercial accounts
• Assist clients with their insurance needs and provide expert advice on commercial lines coverage
• Maintain strong relationships with clients and insurance carriers
• Handle renewals and endorsements
• Ensure excellent customer service
• Collaborate with the sales team to support business growth and retention
• Work in a hybrid role based in Auburn, Everett, or University Place, WA with some work-from-home flexibility