Leavitt Group

Account Manager

• Serve as the go-to resource for clients—answering questions, resolving issues, and guiding them through changes with professionalism and empathy.
• Manage service requests such as vehicle or coverage changes, lienholder updates, billing inquiries, payments, and new quotes.
• Spot opportunities to fill coverage gaps and educate clients on how to better protect themselves and their families.
• Build strong, lasting relationships by supporting your book of business and driving retention.
• Keep client records accurate and up to date with clear documentation and timely follow-up.
• Collaborate with your team and manager to ensure smooth service delivery and client satisfaction.
• Leverage your knowledge of products, carriers, and agency processes to provide exceptional service.

Personal Lines Account Manager

• 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

Employee Benefits Account Manager

Risk

• Build lifelong relationships with C-suite level executives and business owners
• Help protect clients' businesses with risk management solutions
• Work with other professionals to offer a broad range of services

Middle Market Commercial Risk Advisor

• Market employee benefit plans to insurance carriers and analyze proposal results
• Coordinate carrier renewals, including obtaining pricing and plan options
• Manage carrier implementations and transitions, including:
• - Communicating plan decisions to carriers
• - Completing and submitting required paperwork
• - Ensuring enrollment import files are completed when changing carriers
• - Obtaining signed termination letters and submitting them to prior carriers
• - Obtaining and reviewing certificates for accuracy
• Prepare open enrollment materials such as benefit guides, presentations, scripts, memos, SBCs, and required compliance notices
• Communicate benefit decisions to internal teams, including COBRA, benefits systems, FSA/HRA administrators, call center teams, and 5500 coordination
• Respond to day-to-day client inquiries and provide ongoing support
• Assist with compliance requirements, including PCORI, Gag Clause, Medicare Part D notices, CMS Medicare Status filings, CAA reporting, plan document updates, and LOAs when applicable
• Prepare reports for quarterly and renewal meetings
• Maintain accurate and up-to-date client records in Vertafore BenefitPoint

Benefits Account Manager

• - Market small group benefit plans to insurance carriers and analyze proposal results
• - Coordinate small group carrier renewals, including obtaining pricing and plan options
• - Manage carrier implementations and transitions for small group clients, including:
• - Communicating plan selections to carriers
• - Completing and submitting required enrollment and administrative paperwork
• - Ensuring enrollment files are completed accurately and timely
• - Obtaining signed termination letters and submitting them to prior carriers
• - Obtaining and reviewing certificates for accuracy
• - Prepare and distribute open enrollment materials for small group clients, including benefit summaries, enrollment instructions, SBCs, and required compliance notices
• - Communicate benefit decisions to internal teams, including COBRA, benefits systems, FSA/HRA administrators, and call center teams as applicable
• - Respond to day-to-day client questions and provide ongoing support to small group employers and their employees
• - Support compliance requirements relevant to small group plans, including Medicare Part D notices, CMS Medicare Status filings, CAA reporting, plan document updates, and LOAs when applicable
• - Prepare reports for renewal and client review meetings
• - Maintain accurate and up-to-date client records in Vertafore BenefitPoint

Benefits Account Manager – Small Group

Data Analyst

• Manages data, prepares and peers reviews reports, performs ad-hoc analysis, and provides assistance with rate decisions
• Participates in self-funded and fully insured quoting processes for employers of various sizes and industries
• Work closely with carrier partners to gather employer benefit options and pricing
• Gathers benefit options from carriers to prepare illustrations and provide comparisons for various product lines such as Medical, Dental, Vision, Life, and Disability coverages
• Understands and utilizes company specific software systems
• Possesses/acquires knowledge of the local healthcare marketplace, carriers, TPAs, PBMs.
• Assists with team projects and initiatives
• Other duties as assigned

Data Analyst, Employee Benefits

• Preparing accurate and complete insurance applications using underwriting info provided by the producer
• Collaborating daily with the Commercial Lines Manager on key deadlines and ongoing projects
• Coordinating with internal service teams to ensure timely, client-focused execution
• Supporting marketing efforts alongside your assigned Account Executive, including market selection and outreach
• Following up with carriers for quotations and ensuring timely proposal development
• Creating and revising proposals per Account Executive direction and producer/client meetings
• Verifying consistency between submissions, quotes, and final proposals
• Assisting producers with binder issuance and obtaining client sign-offs
• Managing certificate issuance, invoicing, and policy checks
• Reviewing endorsements for accuracy and processing auto ID cards