Employee Benefits Account Manager

Leavitt Group • Rapid City, SD

3d

About The Position

The Benefits Account Manager serves as the primary relationship manager for assigned large accounts and plays a critical role in client retention and satisfaction. This position is responsible for analyzing client needs, recommending appropriate coverage solutions, managing renewals, and ensuring a high level of service delivery.

Requirements

• 5+ years of insurance industry experience and/or Employee Benefits experience preferred
• 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
• 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

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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed