Employee Benefits Account Manager
Leavitt Heartland Insurance
About Us
At Leavitt Heartland Insurance, we believe peace of mind comes from achieving your desired quality of life, reaching financial success, and preparing for life’s uncertainties. We are committed to excellence in everything we do — delivering on promises, exceeding expectations, and operating with unwavering integrity.
Our culture is built on teamwork, accountability, continuous development, and doing the right thing — always. We foster an environment where skilled, motivated professionals collaborate, grow, and build lasting relationships with clients and colleagues alike.
Position Summary
The Benefits Account Manager serves as the primary relationship manager for assigned large accounts and plays a critical role in client retention and satisfaction. This position is responsible for analyzing client needs, recommending appropriate coverage solutions, managing renewals, and ensuring a high level of service delivery.
Key Responsibilities
Manage and retain book of business (large accounts)
Serve as point of contact for client relationships
Proactively lead the renewal process in collaboration with clients, carriers, and vendors
Analyze client business needs and recommend coverage solutions
Assist Employee Benefits Sales Producers with new business and carrier quoting
Cross-sell products across all lines of coverage
Maintain accurate documentation in the Agency Management System (AMS)
Assist the producers with account management
Participate in renewal meetings
Provide timely and thorough resolution to account issues
Work additional hours during peak renewal seasons as needed
Qualifications & Skills
5+ years of insurance industry experience and/or Employee Benefits experience preferred
Strong presentation and communication skills
Professional, client-facing presence
Ability to work independently and prioritize effectively
Strong organizational and analytical abilities
Advanced proficiency in Word, Excel, and PowerPoint
Detail-oriented and self-motivated
Solutions-focused mindset with strong customer service skills
Ability to build and maintain strong relationships with clients and team members
High energy and appetite for growth and responsibility
Requirements
Active South Dakota Insurance Producer Health & Life license
Completion of required HIPAA, ERISA, COBRA, ACA, and carrier training
Commitment to ongoing continuing education
Knowledge of underwriting principles and self-funded financial arrangements (or willingness to develop expertise)
Ability to thrive in a fast-paced, collaborative environment
Benefits
Leavitt Heartland Insurance offers the strength of a national brand with the heart of a local agency. As part of Leavitt Group — one of the nation’s largest privately held insurance brokerages with 275+ locations across 27 states — you gain access to top insurance markets, strong carrier partnerships, and meaningful career growth.
We offer:
A people-first culture that values work-life balance
Paid license renewal and continuing education
Ongoing professional development and training
Competitive benefits package including 401(k) and wellness program with HSA incentives
Vision, Dental, HSA/FSA, and Life Insurance
Paid time off (vacation and sick time)
Recognition and reward programs
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