Benefits Account Manager

Benefits Account Manager

Remote in Phoenix, AZ area | Full-Time |

RPS Benefits By Design, Inc a Leavitt Group Affiliate

RPS Benefits By Design, Inc, a Leavitt Group affiliate, is seeking a Benefits Account Manager to maintain strong client relationships.

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.

What You Need To Be Successful:

• 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.

Compensation & 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.

Visit us

https://www.rpsbenefitsbydesigninc.com/

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.

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