Leavitt Group

• Process day-to-day service requests such as endorsements, cancellations, reinstatements, and coverage verifications. • Maintain accurate records in the agency management system (e.g., AMS360), ensuring documentation and activity logs are current and complete. • Issue certificates of insurance, ID cards, evidence of insurance, and other policy documents. • Review upcoming renewals for rate changes, risk changes, and retention strategy. • Communicate with clients proactively to confirm needs and address concerns before renewal. • Coordinate with producers on remarketing strategies and coverage reviews. • Run comparative quotes across multiple carriers when appropriate. • Identify opportunities for bundling, discounts, or improved coverage. • Assist with quoting for cross-sold or newly added policies (e.g., umbrella, valuables, secondary homes). • Act as the main point of contact for assigned clients, ensuring responsive and friendly service. • Handle incoming calls, emails, and client requests with professionalism and empathy. • Guide clients through billing questions, claims processes, or coverage explanations as needed. • Work effectively within carrier portals, underwriting platforms, and comparative raters. • Maintain knowledge of carrier appetite, underwriting guidelines, and procedures. • Collaborate with team members to balance workload, support cross-branch needs, and uphold team standards.

• Position supports specified accounts and may provide relevant insurance advice to new and existing clients. • Explains coverage and suggests additions or changes in an insurance program to clients. Responds to customer inquiries in a timely manner • Renew and Invoice all Agency Bill Accounts • Coordinates marketing and quotation process, along with identifying and targeting new business lines for existing clients • Completes applications and forwards them to insurance carriers for quotes or with binding instructions • Orders and issues binders and policies by verifying their accuracy; forwards them to the “policies to be processed” folder for processing with appropriate correspondence • Updates renewal list accordingly • Make recommendations to existing clients on account rounding when appropriate • Reviews and adheres to processing procedures in order to incorporate the capabilities of the system into the daily workflow along with streamlining the workflow • Ensures the activities and follow-ups are set and the client file in the agency management systems is updated and consistent • Daily phone coverage except for breaks and lunch with all conversations documented with clients and details in AMS. • Achieves cross sell and up sell goals • Attends Team meetings and takes CE Courses • Fulfills other duties as assigned

Role Description 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. - Negotiates coverage and services that match 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. - Educates employees through possible open enrollment meetings. - Educates employers on how to offer benefits to new hired employees, how to process a qualifying life event, and administer COBRA administration. - Resolves issues with carriers regarding claims of clients’ employees, billing, and eligibility. - Informs and educates clients on updated compliance or legislative processes. - Monitors and updates data in enrollment platform. - Updates and maintains 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. Qualifications - 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. Benefits - $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. Company Description RPS Benefits By Design, Inc, a Leavitt Group affiliate, is seeking a Benefits Account Manager to maintain strong client relationships. 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.

• Guide leads and prospects in making informed decisions by providing helpful, accurate advice • Follow company sales and service procedures • Finalize quotes and hand off sold business to the Account Manager team • Understand and apply knowledge of carrier products, underwriting guidelines, policy forms, and rating systems • Develop new business by quoting in a timely manner, preparing proposals, completing required documentation, and binding with carriers • Achieve new business, cross-sell, and up-sell goals • Attend team meetings and participate in ongoing professional development

Renewal Analyst ORGANIZATION: GBS Benefits Overview GBS Benefits, Inc. is the leader in experience, innovation and services when it comes to customizing the employee benefits offerings for our clients. GBS Benefits has created a culture of respect, trust, hard work and fun. When you love your job and the people around you, remarkable things can happen. We carry great excitement in our work, knowing that we have a tremendous positive impact on the larger scale. We partner with over 1,000 companies in building and protecting their dreams and visions. We invite you to investigate this job opportunity at GBS. This job description will not be all inclusive but is intended to give you a road map and an overview. Come make a difference with us! Description The Renewal Analyst plays a key role in supporting GBS consultants and brokers by delivering timely, accurate benefit renewal information, analytics, and decision support to employer clients in a dynamic environment. This position directly contributes to our mission of providing exceptional advice and service. Competitive benefit designs and strategic plan pricing enable employers to attract, retain, and support their workforce, and the Renewal Analyst is central to that effort. The ideal candidate thrives in a fast-paced, team-oriented, tool-driven environment and demonstrates strong professionalism and maturity in all business interactions. This role requires a service-minded approach, a commitment to accuracy, and the ability to support brokers and consultants throughout the quoting and renewal process. Duties & Responsibilities - Lead the fully insured and level-funded quoting process for employer clients across a variety of sizes and industries - Collaborate with carrier partners to obtain benefit options, pricing, and renewal information - Prepare illustrations and conduct comparative analyses of benefit options across multiple product lines including Medical, Dental, Vision, Life, and Disability - Support brokers and client managers in analyzing and presenting benefit options to clients as necessary - Prepare benchmarking reports for large employers - Utilize company-specific tools, software systems, and data platforms effectively - Develop and maintain knowledge of the local healthcare marketplace and carrier landscape - Participate in internal and external meetings as needed - Perform other duties as assigned Preferred Skills and Experience - Bachelor’s degree or 4+ years of experience in insurance, employee benefits, or data analysis, or a related field - Strong analytical and technical skills with the ability to interpret data, evaluate benefit options, and respond to client inquiries. - Proficiency with PC applications including advanced skills in Microsoft Excel is required - Excellent verbal and written communications skills with the ability to engage effectively with internal leaders, clients, and peers - Strong relationship-building abilities including the capacity to leverage cross-functional partnerships within and outside of the organization - Proven ability to work under tight deadlines and manage competing priorities - Demonstrated adaptability, willingness to learn new tools and processes, and ability to navigate industry and organizational changes - Strong troubleshooting skills with experience developing creative solutions in response to evolving healthcare and benefits trends - Highly organized with the ability to prioritize and manage multiple tasks throughout the day Working Conditions / Essential Functions: This role is fully remote following a two-week in-office training period. Employees are provided with a laptop and all necessary computer equipment to perform their duties from home. Work is primarily completed at a computer workstation, either seated or standing, and requires regular access to, input of, and retrieval of information from various computer systems. Daily responsibilities involve extensive computer use, data entry, interaction communicating with individuals inside and outside the organization, and participation in virtual meetings. Employees are expected to remain focused, manage their time effectively, and maintain productivity in a remote environment. Physical requirements include the ability to lift and move items typically weighing between 0 - 10 lbs, as well as the ability to visually review and monitor information displayed on a computer screen for extended periods. The working environment described above provides a detailed representation of what employees might encounter in the workplace while performing the essential duties of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the job. This job description is not designed to cover or to contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee.

• Guide leads and prospects in making informed decisions by providing helpful, accurate advice • Follow company sales and service procedures • Finalize quotes and hand off sold business to the Account Manager team • Understand and apply knowledge of carrier products, underwriting guidelines, policy forms, and rating systems • Develop new business by quoting in a timely manner, preparing proposals, completing required documentation, and binding with carriers • Achieve new business, cross-sell, and up-sell goals • Attend team meetings and participate in ongoing professional development

• Manage and retain book of business (large accounts) • Serve as point of contact for client relationships • Proactively lead the renewal process in collaboration with clients, carriers, and vendors • Analyze client business needs and recommend coverage solutions • Assist Employee Benefits Sales Producers with new business and carrier quoting • Cross-sell products across all lines of coverage • Maintain accurate documentation in the Agency Management System (AMS) • Assist the producers with account management • Participate in renewal meetings • Provide timely and thorough resolution to account issues • Work additional hours during peak renewal seasons as needed

• Market employee benefit plans to insurance carriers and analyze proposal results • Coordinate carrier renewals, including obtaining pricing and plan options • Manage carrier implementations and transitions, including: - Communicating plan decisions to carriers - Completing and submitting required paperwork - Ensuring enrollment import files are completed when changing carriers - Obtaining signed termination letters and submitting them to prior carriers - Obtaining and reviewing certificates for accuracy • Prepare open enrollment materials such as benefit guides, presentations, scripts, memos, SBCs, and required compliance notices • Communicate benefit decisions to internal teams, including COBRA, benefits systems, FSA/HRA administrators, call center teams, and 5500 coordination • Respond to day-to-day client inquiries and provide ongoing support • Assist with compliance requirements, including PCORI, Gag Clause, Medicare Part D notices, CMS Medicare Status filings, CAA reporting, plan document updates, and LOAs when applicable • Prepare reports for quarterly and renewal meetings • Maintain accurate and up-to-date client records in Vertafore BenefitPoint

- Market small group benefit plans to insurance carriers and analyze proposal results - Coordinate small group carrier renewals, including obtaining pricing and plan options - Manage carrier implementations and transitions for small group clients, including: - Communicating plan selections to carriers - Completing and submitting required enrollment and administrative paperwork - Ensuring enrollment files are completed accurately and timely - Obtaining signed termination letters and submitting them to prior carriers - Obtaining and reviewing certificates for accuracy - Prepare and distribute open enrollment materials for small group clients, including benefit summaries, enrollment instructions, SBCs, and required compliance notices - Communicate benefit decisions to internal teams, including COBRA, benefits systems, FSA/HRA administrators, and call center teams as applicable - Respond to day-to-day client questions and provide ongoing support to small group employers and their employees - Support compliance requirements relevant to small group plans, including Medicare Part D notices, CMS Medicare Status filings, CAA reporting, plan document updates, and LOAs when applicable - Prepare reports for renewal and client review meetings - Maintain accurate and up-to-date client records in Vertafore BenefitPoint

• Partner with business stakeholders and agency teams to understand workflows, challenges, and priorities • Serve as a primary liaison between business teams, IT, and software vendors • Help define and prioritize technology initiatives aligned with business goals • Clearly communicate business needs to vendors and evaluate proposed solutions • Gather and document business requirements through interviews, workshops, and process reviews • Evaluate software applications and vendor solutions for business fit, usability, and scalability • Assess how new tools would integrate with existing systems using APIs, automation (RPA), or AI-based solutions • Document current-state and future-state processes and integration approaches at a high level • Coordinate and support delivery of system implementations and enhancements • Collaborate with IT and vendors on implementation plans, dependencies, and timelines • Participate in testing, validation, and rollout activities • Help manage scope, risks, and expectations throughout delivery • Support communication, training, and adoption of new tools and processes • Gather user feedback and support continuous improvement • Help ensure solutions are practical, well understood, and effectively adopted