Personal Lines Service Team Lead

The Leavitt Group's affiliate, Leavitt Group Midwestin Grove City, OH is looking to add new talent to their Personal Lines team.

Becoming a Team member of Leavitt Group Midwest introduces you to a career with virtually unlimited possibilities. Our unique corporate culture rewards self-starters and hard workers who adhere to our commitment to do what is best for our clients. With Leavitt Group Midwest you will get the training, the mentoring, and the tools you need to succeed.

Job Description:

This role plays a key role in supporting the success of our centralized Personal Lines service team. This individual will help guide day-to-day service operations, mentor team members, and contribute to a culture of collaboration and continuous improvement.

This is an excellent opportunity for an experienced Personal Lines professional who is ready to step into a leadership role. While prior management experience is not required, a desire to lead, support others, and grow within service and operations is essential.

What You'll Do:
Support & Develop the Team

• Provide ongoing guidance, coaching, and support to Personal Lines service team members
• Assist with onboarding and training, helping new team members build confidence and skills
• Encourage a positive, collaborative team environment aligned with Leavitt Group values
• Act as a resource for questions, problem-solving, and service escalations

Deliver an Exceptional Client Experience

• Help ensure consistent, high-quality service across all client interactions
• Support retention efforts by reinforcing strong client relationships and service excellence
• Assist with resolving complex service issues in a timely and professional manner

Drive Account Growth Through Service

• Identify opportunities to better serve clients through coverage reviews, cross-selling, and upselling
• Coach team members to recognize client needs and recommend appropriate solutions
• Support a service-driven approach to account rounding and retention

Support Operations & Team Performance

• Help coordinate daily workflows and ensure service standards are met
• Partner with leadership to improve processes and enhance team efficiency
• Monitor team performance and contribute to achieving service and retention goals

What You Bring:

• Active Property & Casualty license
• 3-5 years of Personal Lines insurance experience
• Strong understanding of Personal Lines coverages and service processes
• A collaborative mindset with a passion for helping others succeed
• Effective communication and relationship-building skills
• Strong organization and attention to detail
• Interest in growing into a leadership role within service and operations

What Sets You Apart

• You lead by example and bring a positive, solutions-oriented approach
• You enjoy mentoring others and contributing to a strong team culture
• You are motivated by improving processes and enhancing the client experience
• You are looking to grow your career on the service and operational side of the business

Benefits:

Leavitt Group Midwest offers a competitive salary depending on experience, plus a bonus, as well as:

• Recognition and rewards
• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
• Vision, Dental, HSA/FSA, & Life Insurance
• Paid time off (vacation & sick time)
• Bonuses, based on performance

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.

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