Employee Benefits Account Executive

At Leavitt Great West, we believe peace of mind comes from achieving your desired quality of life, reaching financial success, and preparing for life’s uncertainties.  We expect excellence by applying our best attitude, desire and effort to all we do. We deliver on promises and go the extra mile to meet and exceed expectations.  We encourage a relentless commitment to education and development, innovative creativity and forward-looking collaboration to deliver cutting edge solutions to those we serve.  We hire skilled, motivated and happy people who work together in an atmosphere of teamwork, loyalty and mutual respect.  We want to win, but not at all costs. We build relationships and earn trust by never compromising our honesty or integrity for short or long term gain. Doing the right thing is always the right thing.

POSITION SUMMARY

Account management is highly important to LGW as this position is the key contact for LGW accounts. Our Account Executives enjoy working in a fun, progressive environment in which people are provided strong direction and then empowered to complete their objectives.  This position is responsible for calling on accounts, analyzing their business situation and selecting the products that best fit their needs. The Account Manager must also be available to answer any questions and technical issues and ensure complete satisfaction among all their accounts. This position requires strong presentation skills, communication, professional and pleasant phone skills, experience in Word, Excel, Powerpoint and use of technical equipment. 

ESSENTIAL DUTIES 

• 3 Years Industry Experience and/or experience in EB or related field preferred
• Maintain book of business revenue $300k - $500k (large accounts)
• Travel in and out of town to client meetings – 20%-30%
• Overtime during peak renewal seasons – high
• Attend client conferences, renewal meetings, and other special meetings as needed
• Meet face to face clients on a regular basis
• Provide complete, thorough and timely resolution to account issues
• Pro-actively manage the renewal process working collaboratively with the client, carriers and vendors
• Conduct employee benefit presentations to provide effective education on benefit and rate changes
• Assist EB Sales Producers with new sales and carrier quoting 
• Track all activities in the Agency Management System (AMS)
• Cross sell products across all lines of coverages

SKILLS AND KNOWLEDGE

• Work independently with minimum direction, ability to prioritize work
• Meet or exceed required deadlines through effective time management
• Multi-tasking and excellent communication skills including oral and writing with a positive attitude
• Strong organizational and analytical skills
• Able to master Excel and PowerPoint presentations
• Energy, hustle, and appetite for growth and responsibility
• Detail oriented and self-motivated
• Maintain professional and supportive relationship with team members and Sales Producers 
• Maintain strong, positive business relationships with current and prospective clients
• Work with other team members to develop good communication and meet account needs and goals satisfactorily
• Maintain continual awareness and make recommendations for potential areas and means of improvement to increase customer satisfaction and respect

REQUIREMENTS

• Maintain Montana Insurance Producer Health and Life license and renew appropriately with the Montana Commissioner of Securities and Insurance
• Attend HIPAA, ERISA, COBRA, ACA and other trainings and meetings to meet legislative requirements and compliance goals
• Attend carrier training on changes and new products
• Develop knowledge of underwriting principles and practices
• Develop knowledge of self-funded financial arrangements
• Continue education by means of external opportunities such as: professional materials, attend professional conferences, professional organizations
• Acts as an exceptional effective and cooperative team member or demonstrating superior interactions within and outside the company and the client population served.
• Solutions-oriented individual with goals of building customer loyalty
• Ability to embrace and implement feedback to adopt new skills in a fast-paced environment

BENEFITS

Leavitt Great West offers a competitive salary, depending upon experience, plus:

• Paid License renewal and continuing education
• Recognition and rewards
• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account
• Vision, Dental, HSA/FSA, & Life Insurance
• Paid time off (vacation & sick time)

Qualified candidates are encouraged to apply!

As a national company, the Leavitt Group is the 19th largest privately-held insurance agency brokerage in the nation, with over 275 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.

Who are we? Please watch https://youtu.be/tmNRjDxzKQk

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