Commercial Lines Account Manager for Leavitt Group servicing mid - sized commercial accounts in Arizona. Collaborating with producers to ensure insurance applications are accurate and complete.
About the role
- Account Manager responsible for day-to-day management of assigned business at OneDigital. Collaborating with service teams to deliver and exceed client expectations.
Responsibilities
- Manages and maintains assigned book of business
- Serves in an advisory capacity for clients
- Delegates work assignments to internal service team members
- Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process
- Manages day to day client issues
- Conducts needs analysis and strategy calls
- Conducts enrollment meetings as needed
- Conducts regular face-to-face meetings with clients
- Advises clients in reducing costs while offering competitive benefits options
- Assists clients with 5500 form filings, as applicable
- Assists in growing the book of business through cross-sale opportunities
- Builds relationships with clients through proactive communications
- Communicates and educates clients on latest trends, concerns and changes in the industry
- Effectively and efficiently manages complex accounts and high-level service deliverables
- Provides leadership within the extended service team
Requirements
- 5+ years’ experience in account management or in a consultative role
- Prior experience in broker agency or benefit administration firm
- Current Life and Health license
- Thorough knowledge of health and ancillary products
- Working knowledge of all Microsoft Office products
- Familiarity and practical knowledge of quoting process and tools
- Bachelor’s Degree is preferred
- Experience with database applications is a plus
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Reimbursement of job-related expenses
- Employee perks and discounts
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