Leavitt Group

Account Manager

• Preparing accurate and complete insurance applications using underwriting info provided by the producer
• Collaborating daily with the Commercial Lines Manager on key deadlines and ongoing projects
• Coordinating with internal service teams to ensure timely, client-focused execution
• Supporting marketing efforts alongside your assigned Account Executive, including market selection and outreach
• Following up with carriers for quotations and ensuring timely proposal development
• Creating and revising proposals per Account Executive direction and producer/client meetings
• Verifying consistency between submissions, quotes, and final proposals
• Assisting producers with binder issuance and obtaining client sign-offs
• Managing certificate issuance, invoicing, and policy checks
• Reviewing endorsements for accuracy and processing auto ID cards

Commercial Lines Account Manager

• 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 producers 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

Producer

• Guide leads and prospects in making informed decisions by providing helpful, accurate advice
• Follow company sales and service procedures
• Finalize quotes and hand off sold business to the Account Manager team
• Understand and apply knowledge of carrier products, underwriting guidelines, policy forms, and rating systems
• Develop new business by quoting in a timely manner, preparing proposals, completing required documentation, and binding with carriers
• Achieve new business, cross-sell, and up-sell goals
• Attend team meetings and participate in ongoing professional development

Digital Commercial Lines Producer

Data Analyst

• Analyze and interpret data related to self-funded and captive employee benefit plans
• Identify trends, risks, cost drivers, and utilization patterns impacting healthcare spend
• Ensure data accuracy by identifying and resolving discrepancies or incomplete data
• Develop, maintain, and optimize databases and reporting systems
• Transform complex data into clear, actionable reports and dashboards
• Apply statistical methods to analyze trends and support forecasting and decision-making
• Conduct data quality assessments to ensure accuracy, completeness, and consistency
• Collaborate with internal teams to develop client recommendations and strategies
• Present findings in a clear and tailored manner to both technical and non-technical audiences
• Support client reporting, renewal processes, and strategic initiatives
• Identify opportunities for process improvement, automation, and enhanced data governance
• Assist with sales initiatives by supporting reporting and risk analysis efforts
• Participate in client meetings, conferences, and presentations (up to 5% travel)

Risk

• Generate and grow a book of commercial insurance business through outbound sales efforts.
• Identify and connect with business owners, CFOs, and other decision-makers to understand their unique risks.
• Develop tailored insurance solutions and present proposals that align with client needs.
• Collaborate with account managers, underwriters, and carrier partners to ensure smooth onboarding and retention.
• Participate in regular pipeline and strategy reviews with leadership and mentor partners.
• Serve as a long-term advisor to clients, delivering ongoing support, renewals, and coverage updates.

Commercial Risk Advisor

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

• Build lifelong relationships with C-suite level executives and business owners
• Help protect their businesses with competitive and sophisticated risk management solutions
• Use a consultative approach with prospects to uncover needs
• Collaborate with other agency experts to offer a broad range of risk management solutions