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

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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