Benefits Account Manager

🕒 April 27

🌵 Arizona – Remote

🌵 Arizona – Remote

💵 $50k - $65k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

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Leavitt Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1952

Insurance • Risk Management • Employee Benefits

Leavitt Group is an insurance and risk management company that partners with individuals and businesses to provide creative insurance solutions. With a focus on building consultative relationships based on trust and integrity, Leavitt Group offers services in business insurance and employee benefits, helping clients manage their total cost of risk effectively. For over 70 years, they have collaborated with locally owned agencies, ensuring a personalized and equitable insurance partnership that prioritizes client success and satisfaction.

📋 Description

• 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.

🎯 Requirements

• 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

• 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