Commercial Lines Assistant

At Leavitt United Insurance Services in Santa Rosa, CA, a Leavitt Group affiliate, we believe careers should be more than just jobs—they should be opportunities to grow, thrive, and make a meaningful impact. As part of the Leavitt Group, one of the largest privately held insurance brokerages in the nation, you’ll join a team that rewards initiative, values hard work, and always puts clients first. Here, you’ll find the training, mentorship, and tools you need to succeed.

In this role, you’ll support our Commercial Lines Account Managers in servicing a diverse book of business. You’ll be an essential part of ensuring our clients receive top-tier service, helping keep accounts running smoothly and efficiently. This is a great opportunity for someone who is organized, motivated, and eager to learn the commercial insurance side of the industry.

• Partner with Account Managers to service and support commercial insurance accounts

• Prepare proposals, renewals, certificates of insurance, and other client deliverables

• Process endorsements, policy changes, and required documentation

• Communicate with clients, underwriters, and carriers to gather information and resolve issues

• Maintain accurate records in the agency management system

• Assist with daily administrative tasks to support account service workflows

• Current California Property & Casualty Insurance License

• 3-5 years of insurance office experience

• Strong attention to detail and exceptional organizational skills

• Clear, professional verbal and written communication

• Proficiency in Microsoft Office (Word, Excel, Outlook)

• Ability to work independently while contributing positively to a team

Leavitt United Insurance Services offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.

You’ll enjoy:

• A people-first culture that values work-life balance

• Ongoing training and career development opportunities including paid license renewal and continuing education

• The tools and support you need to succeed

• The chance to work with reputable carriers and a diverse book of business

• Recognition and rewards

• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account

• Health, Vision, Dental, HSA/FSA, & Life Insurance

• Paid time off (vacation & sick time)

Ready to make your next move?
Apply today and help us continue delivering excellent service to our commercial clients.

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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