Benefits Account Manager
Indexed description
About Leavitt Group
Leavitt Group is one of the largest privately-held insurance brokerages in the U.S., with over 275 locations across 28 states. As a national organization, we offer the strength of a large network while maintaining the personal attention of a locally owned agency. Our teams specialize in both personal and commercial lines, with access to top-tier carriers and exclusive markets.
About The Role
This role serves as the primary day-to-day contact for all service needs, both internally and externally. As a team member, you will drive positive change, deliver exceptional customer experiences, and make a meaningful impact.
We are looking for an Account Manager to join our Employee Benefits team in Phoenix, AZ. The ideal candidate is an enthusiastic team player with strong problem-solving skills, attention to detail, and the ability to prioritize work in a fast-paced environment. They should thrive on meeting deadlines, collaborating effectively, and continuously learning. This is a remote role, but candidates must be available in the Phoenix, AZ area for client-facing meetings.
What You Will Do
- Responsible for managing a book of business as part of the Client Services Team.
- Provide accurate and timely responses to client issues
- Conduct open enrollment meetings for clients to educate employees on benefits plans.
- Supports implementation or transition of new or existing lines of coverage by assisting on setting up accounts, collecting needed documentation, and reviewing plan details with the client and appropriate carrier.
- Gathers information from clients to use in underwriting or plan renewal information.
- Analyzes quotes from carriers to determine appropriate recommendations for clients.
- Negotiations coverage and services that matches client needs
- Analyzes options that best suit the client's needs.
- Advises clients of their benefit plan options and rates to collaboratively develop client strategy for coverage.
- Administers employee communication of any updates or changes to their benefit offerings for open enrollment.
- Educate employees through possible open enrollment meetings.
- Educate employers how to offer benefits to new hired employees, how to process a qualifying life event, and administer cobra administration.
- Resolves issue with carriers regarding claims of clients’ employees, billing, and eligibility.
- Informs and educates clients on updated compliance or legislative processes.
- Monitor and update data in enrollment platform.
- Update and maintain information in Agency Bloc pertaining to specific accounts.
- Assesses and interprets claims experience for the client.
- Responsible for making all benefit recommendations.
- Responsible for selling additional lines and growing their book of business at the target provided by the company.
- High school diploma required; Bachelor's Degree preferred and/or years of experience equivalent
- Minimum 2-4 years of client service experience
- Good knowledge of employee benefits plans
- Strong written and verbal communication skills
- Excellent Customer Service and Organizational skills
- High level of computer literacy in Microsoft Office Suite (Word, Powerpoint, and Excel)
- Must be able to work in a fast-paced environment
- Self-starter, driven, high sense of urgency
- Work with little or no supervision
- Be self-motivated and goal oriented
- Energetic, flexible, collaborative, and proactive; an individual who can professionally and positively impact both internal, as well as external clients and customers.
- Health & Life license preferred or willing to obtain post hire
- $50,000-$65,000, depending on experience
- 20% commissions earned on new business in year one
- Medical, dental, and vision insurance
- 401(k) with employer match
- HSA and FSA options
- Paid vacation and sick leave
- Wellness program and professional development opportunities
Leavitt.com
Apply Today!
If you're passionate about helping clients, comfortable working remotely, and looking for a stable, rewarding opportunity in insurance, we’d love to hear from you.
Compensation Range: $50K - $65K
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search