Leavitt Midwest - Personal Lines Team Lead
Role Overview
The Personal Lines Team Lead supports a centralized service team by mentoring members, assisting with training, and guiding daily operations. This mid-level role involves resolving complex service issues, driving account growth through cross-selling, and ensuring consistent client experiences. The hire will have a direct impact on team performance and retention while growing into a leadership position.
Perks & Benefits
Competitive salary of $45,000–$60,000 with performance bonuses. Benefits include 401k, wellness program, vision, dental, HSA/FSA, life insurance, and paid time off. The role is remote with no specific time zone requirements implied, offering career growth into service and operations leadership within a collaborative culture.
Full Job Description
The Leavitt Group's affiliate, Leavitt Group Midwest in 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:
The Personal Lines Team Lead 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 between $45,000 and $60,000 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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