What are the responsibilities and job description for the Employee Benefits Account Manager position at Leavitt Group?
Leavitt Heartland Insurance
About Us
At Leavitt Heartland Insurance, we believe peace of mind comes from achieving your desired quality of life, reaching financial success, and preparing for life’s uncertainties. We are committed to excellence in everything we do — delivering on promises, exceeding expectations, and operating with unwavering integrity.
Our culture is built on teamwork, accountability, continuous development, and doing the right thing — always. We foster an environment where skilled, motivated professionals collaborate, grow, and build lasting relationships with clients and colleagues alike.
Position Summary
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.
Key Responsibilities
Leavitt Heartland Insurance offers the strength of a national brand with the heart of a local agency. As part of Leavitt Group — one of the nation’s largest privately held insurance brokerages with 275 locations across 27 states — you gain access to top insurance markets, strong carrier partnerships, and meaningful career growth.
We Offer
About Us
At Leavitt Heartland Insurance, we believe peace of mind comes from achieving your desired quality of life, reaching financial success, and preparing for life’s uncertainties. We are committed to excellence in everything we do — delivering on promises, exceeding expectations, and operating with unwavering integrity.
Our culture is built on teamwork, accountability, continuous development, and doing the right thing — always. We foster an environment where skilled, motivated professionals collaborate, grow, and build lasting relationships with clients and colleagues alike.
Position Summary
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.
Key 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
- 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
Leavitt Heartland Insurance offers the strength of a national brand with the heart of a local agency. As part of Leavitt Group — one of the nation’s largest privately held insurance brokerages with 275 locations across 27 states — you gain access to top insurance markets, strong carrier partnerships, and meaningful career growth.
We Offer
- 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
Salary : $60,000 - $65,000