Part-Time Employee Benefits Account Manager

Leavitt GroupFlagstaff, AZ
$25 - $30Hybrid

About The Position

This is a part-time opportunity designed to support our growing Employee Benefits practice. The person in this role will assist with client service, benefit administration, renewals, carrier communication, enrollment support, and day-to-day account needs. As the Employee Benefits book grows, this position may offer increased hours, expanded responsibilities, and future advancement opportunities based on business needs and individual performance. The ideal candidate is organized, dependable, detail-oriented, comfortable learning new systems and regulations, and committed to providing timely, professional service. Prior employee benefits or insurance experience is helpful, but not required for a candidate who demonstrates strong learning ability, sound judgment, and a genuine interest in developing within the field.

Requirements

  • Strong organization, time-management, and administrative skills.
  • Excellent verbal and written communication skills.
  • Professional, service-oriented approach when working with clients, carriers, vendors, and colleagues.
  • Attention to detail, reliable follow-through, and the ability to manage multiple priorities.
  • Ability to work independently while also collaborating effectively with a team.
  • Comfort learning insurance terminology, carrier processes, compliance requirements, and technology systems.
  • Proficiency with Microsoft Outlook, Word, Excel, and related office tools.
  • Ability to maintain discretion and confidentiality when handling sensitive personal, medical, and benefits information.
  • Must hold or obtain an applicable Life and Health Insurance License within the timeframe established by the agency.
  • Must complete and maintain HIPAA training/certification as required for the role.
  • Must participate in training related to ERISA, COBRA, the Affordable Care Act (ACA), and other compliance requirements applicable to employee benefits.
  • Must complete required continuing education and remain informed about carrier products, market trends, and legislative changes.
  • Must uphold the highest standards of professionalism, ethics, confidentiality, and regulatory compliance.

Nice To Haves

  • Prior employee benefits or insurance experience.
  • Knowledge of the Employee Navigator platform.
  • Prior experience in healthcare, human resources, customer service, or administration.

Responsibilities

  • Support the servicing of assigned employee benefits accounts under the guidance of experienced team members.
  • Respond to routine client service questions and assist with benefit-related issues in a timely and professional manner.
  • Assist with renewal preparation by gathering information, coordinating with carriers, and organizing renewal materials.
  • Support open enrollment communications, enrollment meetings, and employee education, as needed.
  • Assist with carrier applications, eligibility updates, policy changes, benefit administration, and claims-related inquiries.
  • Maintain accurate client communications, account activity, and documentation within the Agency Management System (AMS) and related benefits platforms.
  • Coordinate with Employee Benefits Producers, carriers, vendors, clients, and internal team members to support consistent service delivery.
  • Protect confidential employee, medical, client, and agency information at all times.
  • Participate in training, team meetings, and service initiatives that support continued professional development and client retention.

Benefits

  • Ongoing training and professional development support, including licensing and continuing education consistent with agency policy.
  • Opportunity for increased hours, broader account responsibility, and professional growth as the Employee Benefits book expands and business needs develop.
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