Serve as a trusted resource for policy service, coverage guidance, and account maintenance, delivering a high-quality client experience.
Manage policy changes, endorsements, billing inquiries, and service requests with accuracy and responsiveness.
Build and strengthen relationships with clients, carriers, producers, and internal teams to support client retention and growth.
Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Founded in 2019, the company is ranked the 25th-largest broker in the U.S. with over 2,100 employees across 150+ locations, fostering a collaborative culture where each agency retains its own identity.
Own the renewal process from marketing strategy to delivery, ensuring clients trust you as their primary point of contact.
Manage commercial lines accounts across all industry segments, coordinating with underwriters, carriers, and clients.
Leverage Patriot's carrier relationships and provide clear guidance on coverage forms and endorsements to help clients make informed decisions.
Patriot Growth Insurance Services is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. With over 2,100 employees in more than 45 states, they foster a collaborative culture where each agency maintains its own identity while receiving support for growth.
Manage and service a book of middle-market commercial insurance clients, ensuring accurate and efficient handling of their needs.
Partner with producers and account executives to support new business, renewals, and client retention efforts.
Respond to coverage questions, process policy changes, and build strong relationships to deliver a seamless customer experience.
Risk Services of Louisiana, a Leavitt Group affiliate, provides insurance solutions for middle-market commercial clients. They focus on delivering exceptional service and building lasting relationships with clients, carriers, and team members.
Serve as the primary claims resource for commercial clients, managing investigations, documentation, and communication throughout the claims process.
Monitor open claims, review reserves and settlement strategies, and support workers' compensation programs.
Collaborate with producers, account executives, risk advisors, and carriers to identify cost reduction and risk management opportunities.
Leavitt Risk Advisory is a commercial and personal lines insurance brokerage that manages risk for individuals and businesses. As part of the Leavitt Group, one of the nation's largest privately held insurance brokerages, they combine local agency culture with national resources and support.
Serves as brokerage leader and subject matter expert, managing relationships between retail agencies, carrier partners, and the company.
Analyzes submissions from retail agents to determine the best carrier and coverages, then rates, quotes, and binds accounts.
Owns and maintains a book of business, providing ongoing service to maintain and grow insured accounts.
Farmers Mutual Hail (FMH) provides complete farm insurance solutions to protect the livelihoods and legacies of America's farmers. As America's Crop Insurance Company, they are headquartered in the U.S. and have been owned by the farmers they insure for over 125 years.
Serve as a trusted resource for clients throughout the claims process, coordinating with carriers and account teams.
Monitor claim activity and advocate for prompt, clear communication on behalf of clients.
Maintain accurate documentation and identify complex claims for escalation.
Risk Services of Louisiana, a Leavitt Group affiliate, provides insurance services and claims advocacy. The company is part of a larger network that values client service and professional growth.
Guide agencies through post-conversion adoption of Patriot's direct bill processes, resolving gaps and errors in partnership with leadership.
Monitor and reconcile direct bill transactions to ensure accurate commission posting to client accounts and the general ledger.
Deliver training on commission processing software and agency management systems while supporting continuous improvement of conversion playbooks.
Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. With over 2,100 employees and 150+ locations, we foster a collaborative model where each agency retains its own identity and culture while benefiting from shared resources and support.
Build relationships and make sales with direct customers by calling inbound leads and setting appointments.
Take inbound calls from warm leads, qualify prospects by understanding their business needs.
Partner with underwriting to ensure policy can be written, present policy, and close the deal.
Pie Insurance empowers small businesses by making commercial insurance affordable and easy through technology. As a startup recognized as one of America's Best Startup Employers, they foster a diverse culture of builders and dreamers.