Employee Benefits Account Executive

Leavitt Group • Billings, MT

4d • Hybrid

About The Position

At Leavitt Great West Insurance Services (LGWIS), we believe peace of mind comes from achieving your desired quality of life, reaching financial success, and preparing for life’s uncertainties. We expect excellence by applying our best attitude, desire and effort to all we do. We deliver on promises and go the extra mile to meet and exceed expectations. We encourage a relentless commitment to education and development, innovative creativity and forward-looking collaboration to deliver cutting edge solutions to those we serve. We hire skilled, motivated and happy people who work together in an atmosphere of teamwork, loyalty and mutual respect. We want to win, but not at all costs. We build relationships and earn trust by never compromising our honesty or integrity for short- or long-term gain. Doing the right thing is always the right thing.

POSITION SUMMARY
Account management is highly important to LGWIS as this position is the key contact for LGWIS accounts. Our Account Executives enjoy working in a fun, progressive environment in which people are provided with strong direction and then empowered to complete their objectives. This position is responsible for calling on accounts, analyzing their business situation and selecting the products that best fit their needs. The Account Manager must also be available to answer any questions and technical issues and ensure complete satisfaction among all their accounts. This position requires strong presentation skills, communication, professional and pleasant phone skills, experience in Word, Excel, PowerPoint and use of technical equipment.

Requirements

• Maintain Montana Insurance Producer Health and Life license and renew appropriately with the Montana Commissioner of Securities and Insurance
• Attend HIPAA, ERISA, COBRA, ACA and other training and meetings to meet legislative requirements and compliance goals
• Attend carrier training on changes and new products
• Develop knowledge of underwriting principles and practices
• Develop knowledge of self-funded financial arrangements
• Continuing education by means of external opportunities such as professional materials, attend professional conferences, professional organizations
• Acts as an exceptionally effective and cooperative team member or demonstrating superior interactions within and outside the company and the client population served.
• Solutions-oriented individual with goals of building customer loyalty
• Ability to embrace and implement feedback to adopt new skills in a fast-paced environment

Nice To Haves

• 5+ Years Industry Experience and/or experience in EB or related field preferred (but not required)

Responsibilities

• Maintain book of business revenue $500k - $700k+ (large accounts)
• Travel in and out of town to client meetings – 20%-30%
• Overtime during peak renewal seasons – high
• Attend client conferences, renewal meetings, and other special meetings as needed
• Meet face-to-face clients on a regular basis
• Provide complete, thorough and timely resolution to account issues
• Pro-actively manage the renewal process working collaboratively with the client, carriers and vendors
• Conduct employee benefit presentations to provide effective education on benefit and rate changes
• Assist EB Sales Producers with new sales and carrier quoting
• Track all activities in the Agency Management System (AMS)
• Cross sell products across all lines of coverages

Benefits

• A people-first culture that values work-life balance
• Ongoing training and career development opportunities including paid license renewal and continuing education
• The tools and support you need to succeed
• The chance to work with reputable carriers and a diverse book of business
• Recognition and rewards
• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
• Vision, Dental, HSA/FSA, & Life Insurance
• Paid time off (vacation & sick time)

What This Job Offers

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