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Leavitt Group

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Benefits Account Manager

Account ManagerSalesFull TimeRemoteLeadTeam 1,001-5,000Since 1952H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

43 days ago

Salary

$50K - $65K / year

Seniority

Lead

Job Description

Benefits Account Manager

Leavitt Group

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.

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