Employee Benefits Account Manager
$90k - $105k/yr
Mid, Senior
San Jose, CA, USA
Hybrid
InsuranceInsurance Sales & Agency
About the job
Requirements
- Have 3–5+ years of employee benefits experience within a brokerage, consulting firm, insurance carrier, third-party administrator, or benefits administration environment.
- Hold a current California Life and Health License.
- Have strong knowledge of group medical, dental, vision, life, disability, eligibility, enrollment, billing, claims, and Consolidated Omnibus Budget Reconciliation Act administration.
- Have proven experience managing client relationships and employee benefits accounts.
- Be able to manage multiple priorities and deadlines.
- Be proficient with Microsoft Outlook, Word, Excel, and PowerPoint.
- Communicate clearly and professionally with clients, employees, carriers, and colleagues.
- Take ownership of issues and follow them through to resolution.
- Work effectively under pressure and manage competing priorities.
- Demonstrate professionalism, discretion, accountability, and sound judgment.
- Approach challenges with a solutions-oriented mindset.
- Thrive in a collaborative team environment and support teammates.
Responsibilities
- Serve as the day-to-day point of contact for assigned employee benefits clients.
- Build and maintain trusted client relationships through responsive, knowledgeable, and proactive service.
- Manage the annual renewal process, including gathering census data, obtaining carrier quotes, preparing comparisons, tracking deadlines, and implementing client decisions.
- Partner with Producers to support account strategy, renewal presentations, stewardship meetings, retention efforts, and cross-selling opportunities.
- Coordinate onboarding and implementation activities for new clients and benefit plans.
- Review benefit summaries, enrollment materials, carrier documents, invoices, contracts, and employee communications for accuracy.
- Assist with eligibility, enrollment, billing, claims, COBRA, and carrier service issues while ensuring timely resolution.
- Prepare renewal analyses, spreadsheets, client presentations, proposals, and other account-management materials.
- Support open enrollment activities, employee education, carrier coordination, and enrollment follow-up.
- Maintain complete and accurate account documentation within agency management and workflow systems.
- Collaborate with clients, carriers, vendors, benefit administration platforms, and internal team members.
- Identify opportunities to enhance service delivery, improve processes, and strengthen client relationships.
- Support department initiatives through teamwork, knowledge sharing, and continuous learning.
Desired Qualifications
- Experience managing both small and large group employee benefits accounts.
- Experience with annual renewals and marketing processes.
- Familiarity with AMS360 and HealthConnect.
- Experience working with benefit administration platforms and carrier portals.
- Spanish bilingual skills.
About the company
Leavitt Group is a privately held insurance broker with 250+ local offices across 28 states. It offers commercial and personal insurance and group employee benefits, plus risk-management guidance. Local agency owners assess client needs, quote from multiple carriers, and tailor coverage and benefits, combining local service with national carrier relationships and underwriting resources. Its goal is to provide effective risk management and benefits solutions through trusted local agents and the strength of a nationwide network.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Cedar City, Utah
Founded
1952
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Simplify's Take
What believers are saying
- May 2026 added Kansas, pushing Leavitt Group into a 30th state.
- Westco Insurance added nine team members and digital capabilities in Colorado.
- Leavitt keeps buying capability-rich agencies, including FBMC's $30 million benefits business.
What critics are saying
- Integration drag from February 2026 FBMC and May 2026 RPS deals can distract leaders.
- Co-owner autonomy creates inconsistent service standards across 30 states and 290-plus locations.
- If elite local principals leave after earn-outs, the partnership model loses its core asset.
What makes Leavitt Group unique
- Leavitt Group runs 80-plus agencies and 290-plus locations through local co-ownership.
- Its co-ownership model keeps founders operating locally while adding national brokerage resources.
- Employee benefits is a real engine; FBMC and RPS Strategic Benefits expand that platform.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) Company Match
- Paid Vacation
- Paid Sick Leave
- Paid Holidays
- Health Savings Account/Flexible Spending Account
- Wellness Program
- Company-paid Life Insurance