Non-Sales Position
Employee Benefits Account ManagerLeavitt Heartland InsuranceAbout UsAt 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 SummaryThe 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 ResponsibilitiesManage and retain book of business (large accounts)Serve as point of contact for client relationshipsProactively lead the renewal process in collaboration with clients, carriers, and vendorsAnalyze client business needs and recommend coverage solutionsAssist Employee Benefits Sales Producers with new business and carrier quotingCross-sell products across all lines of coverageMaintain accurate documentation in the Agency Management System (AMS)Assist the producers with account managementParticipate in renewal meetingsProvide timely and thorough resolution to account issuesWork additional hours during peak renewal seasons as neededQualifications & Skills5+ years of insurance industry experience and/or Employee Benefits experience preferredStrong presentation and communication skillsProfessional, client-facing presenceAbility to work independently and prioritize effectivelyStrong organizational and analytical abilitiesAdvanced proficiency in Word, Excel, and PowerPointDetail-oriented and self-motivatedSolutions-focused mindset with strong customer service skillsAbility to build and maintain strong relationships with clients and team membersHigh energy and appetite for growth and responsibilityRequirementsActive South Dakota Insurance Producer Health & Life licenseCompletion of required HIPAA, ERISA, COBRA, ACA, and carrier trainingCommitment to ongoing continuing educationKnowledge of underwriting principles and self-funded financial arrangements (or willingness to develop expertise)Ability to thrive in a fast-paced, collaborative environmentBenefitsLeavitt 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 balancePaid license renewal and continuing educationOngoing professional development and trainingCompetitive benefits package including 401(k) and wellness program with HSA incentivesVision, Dental, HSA/FSA, and Life InsurancePaid time off (vacation and sick time)Recognition and reward programs#LI-AH1
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