Benefits Account Manager

Leavitt Group•Phoenix, AZ

5d•Remote

About The Position

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

Requirements

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.

Nice To Haves

Health & Life license preferred or willing to obtain post hire

Responsibilities

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.