Leavitt Pacific Insurance Brokers in San Jose, CA is looking to add a Benefits Account Manager to their busy office. This is a hybrid/remote opportunity which would require one to be in office on Tuesday & Thursday and M-W -F at home.

Essential Duties And Responsibilities

The primary function of this position is managing the overall relationship with assigned clients

• Day to day client support
• Responsible for the ongoing service of assigned accounts, including, but not limited to the following:

▪ Maintaining client files (in accordance with department standards)

▪ Maintaining all required client information in agency client systems (Benefit Point, shared documents folder; etc.)

▪ Employee Q and A (educational meetings for employees on benefits)

▪ Claims resolution

▪ Billing reconciliation

▪ Renewal Presentations & Market Research

▪ Client Executive Meetings & Consultation

▪ Open Enrollment meetings

• Compliance Support

▪ Remain current on and comply with policies, procedures, laws, and regulations which have an impact on agency benefits operations and service standards.

▪ Handle and manage incoming client service calls and subsequently satisfy and resolve any issues therein. If the issues invoked exceed account representative’s authority, the issues are to be quickly referred to the appropriate account/sales executive or manager for advice or resolution

• Renewal Checklist & Process
• Open Enrollments, including coordination of meetings with carriers and vendors
• Benefits Guide, or other custom client communications
• COBRA / FSA / HRA / Value Adds – introduce and assist in implementation
• Wellness Programs and Health Fair – coordinate, prepare for, and present
• Health Screening / Flu Shot Clinics
• 12 Month Health Campaign
• Employee / Employer Surveys to identify employee satisfaction of benefit package and other products desired
• Benefit Timeline Maintenance
• Carrier product education
• Analyzing and evaluating existing coverages and client business objectives
• Using independent judgment and applying insurance expertise and knowledge to determine what benefits and plan terms would best suit a particular client’s needs and budget
• Advising clients about recommended coverages
• Reviewing and approving RFPs
• Selecting appropriate markets and marketing coverage
• Marketing coverage and negotiating with carriers on behalf of clients
• Analyzing market proposals for verification of benefits, premiums and competitiveness
• Reviewing insurance and administrative contracts for accuracy
• Meeting with clients to discuss pre-renewal strategy & timing
• Conducting or coordinating client open enrollment meetings and answering questions about

benefits and coverage

• Managing implementation of new plans and carriers for clients
• Preparing, or ensuring team prepares, claims experience reports and utilization reports, and ensuring accuracy of reports
• Meeting with clients as needed or desired, and as requested by Producer/ Broker
• Make inquiries with group clients for cross selling opportunities
• Meet and review options with new group prospects
• All other job duties as assigned to successfully support the Benefits department

The second function of this position is to work with Producers/ Brokers to develop new business and to retain existing business, including:

• Developing new accounts, quoting new business coverages, maintaining existing accounts,
• Remarketing renewals and negotiating with carriers on behalf of clients,
• Determining which carriers to submit new RFPs
• Creating insurance proposals for customers
• Help problem solve any issues with new or existing accounts
• Screen group leads received and handle as needed
• Assist with developing and implementing marketing strategies
• Report New and Lost Business to Sr. VP of Employee Benefits and Financial Services
• Provide back up to benefits staff who are out of the office
• All other job duties as assigned to successfully support the Benefits department

The Employee Benefits Account Executive also collaborates with Management in the developing, writing and/or rewriting, of agency procedures and marketing plans.

Supervisory Responsibilities

Supervision of other employees will include assisting in team building, training, and oversight of department procedures and checklists.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function

EDUCATION And/or EXPERIENCE

• Education - Bachelor’s degree or equivalent combination of education and experience
• Fluent in Spanish /English
• Experience - Minimum 6 years insurance agency experience as an Employee Benefits Account Manager or Producer/ Broker, preferably 10 years. Manage small and large group renewals.
• Must have the proven ability to prioritize work and assignments, work independently, pay attention to detail, anticipate issues and then be proactive in solving those issues, multi-task,

and must be customer service oriented, use good follow-up skills, and be a team player

Language Skills

• You must be able to read, write and verbally communicate using the English and Spanish language
• The ability to read, prepare, analyze and interpret documents related to the insurance industry

and various software applications utilized by the industry is required

• You must be able to communicate information and respond to situations (verbally and in written form) effectively with clients, insurance company personnel, agency staff, regulatory agencies, and members of the business community
• Must be able to effectively prepare and present information to top management, customers, and public groups
• Bilingual in Spanish is helpful but not mandatory

Mathematical Skills

• You must be able to perform basic math calculations such as addition, subtraction, multiplication, and division in all units of measure, using whole numbers, common fractions, and decimals
• The position requires that you compute rate, ratio, and percent as well as calculate discounts, commissions, and percentages
• You must be able to apply mathematical operations as noted above to agency related practical

situations

Computer Skills

• Must be proficient in Microsoft Office Suite, Adobe or Nitro PDF and PowerPoint

REASONING ABILITY

• Must be able to prioritize work for multiple projects and deadlines
• Must be able to recognize and solve client problems that are related to their insurance policies;

and be capable of collecting underwriting information and determining the appropriate company for account placement

• Must be able to assist in claims problem solving
• Must have good leadership, problem solving and time management skills
• You must possess conflict resolution abilities with openness to change

Benefits

Leavitt Pacific Insurance Brokers offers a competitive salary between 90-110 K the opportunity to earn bonus . Additionally, the company provides a Health Plan, and 401 K with

company matching, paid time off ( sick time & vacation, holidays) and a Wellness program .

Qualified candidates are encouraged to apply!!