Employee Benefits Account Manager
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Job Description
Employee Benefits Account Manager at Leavitt Heartland Insurance handling large accounts and ensuring client satisfaction through tailored coverage solutions. Strong communication and analytical skills needed.
Responsibilities:
- 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
Requirements:
- 5+ years of insurance industry experience and/or Employee Benefits experience preferred
- Active South Dakota Insurance Producer Health & Life license
- Completion of required HIPAA, ERISA, COBRA, ACA, and carrier training
- Commitment to ongoing continuing education
- Knowledge of underwriting principles and self-funded financial arrangements (or willingness to develop expertise)
- Ability to thrive in a fast-paced, collaborative environment
- Strong presentation and communication skills
- Professional, client-facing presence
- Ability to work independently and prioritize effectively
- Strong organizational and analytical abilities
- Advanced proficiency in Word, Excel, and PowerPoint
- Detail-oriented and self-motivated
- Solutions-focused mindset with strong customer service skills
- Ability to build and maintain strong relationships with clients and team members
- High energy and appetite for growth and responsibility
Benefits:
- A people-first culture that values work-life balance
- Paid license renewal and continuing education
- Ongoing professional development and training
- Competitive benefits package including 401(k) and wellness program with HSA incentives
- Vision, Dental, HSA/FSA, and Life Insurance
- Paid time off (vacation and sick time)
- Recognition and reward programs
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