Non-Sales Position

Employee Benefits Account Manager

Leavitt Heartland Insurance

About Us

At 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 Summary

The 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 Responsibilities

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

Qualifications & Skills

5+ years of insurance industry experience and/or Employee Benefits experience preferred

Strong presentation and communication skills

Professional, client-facing presence

Ability to work independently and prioritize effectively

Strong organizational and analytical abilities

Advanced proficiency in Word, Excel, and PowerPoint

Detail-oriented and self-motivated

Solutions-focused mindset with strong customer service skills

Ability to build and maintain strong relationships with clients and team members

High energy and appetite for growth and responsibility

Requirements

Active South Dakota Insurance Producer Health & Life license

Completion of required HIPAA, ERISA, COBRA, ACA, and carrier training

Commitment to ongoing continuing education

Knowledge of underwriting principles and self-funded financial arrangements (or willingness to develop expertise)

Ability to thrive in a fast-paced, collaborative environment

Benefits

Leavitt 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 balance

Paid license renewal and continuing education

Ongoing professional development and training

Competitive benefits package including 401(k) and wellness program with HSA incentives

Vision, Dental, HSA/FSA, and Life Insurance

Paid time off (vacation and sick time)

Recognition and reward programs

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