Benefits Account Manager, Los Angeles, CA

Leavitt Insurance Agency of Los Angeles
Woodland Hills, CA Full Time
POSTED ON 5/14/2022 CLOSED ON 5/25/2022

Job Posting for Benefits Account Manager, Los Angeles, CA at Leavitt Insurance Agency of Los Angeles

Leavitt Insurance Services of Los Angeles, CA is looking for a Benefits Account Manager for their busy office.
The Benefits Account Manager provides account management and technical support for the Employee Benefits Producer and Senior Account Executive in processing and servicing all lines of employee benefits insurance in accordance with the objectives and procedures outlined by the Employee Benefits Department.


ESSENTIAL DUTIES AND RESPONSIBILITIES (Other duties may be assigned)


  • Manage a minimum of 40-50 client accounts (Small and Large Group)
  • Process renewals, new business, cancellations, and policy amendments/changes
  • Update and maintain accurate information in BenefitPoint, Quoting Systems, EASE Benefit
  • Platform and client information sheet
  • Provide and maintain service to clients, including claims assistance
  • Assist Producer and Marketing Team with marketing and completing proposals in a timely manner
  • Maintain and be responsible for Renewal List for accounts assigned
  • Oversee and manage projects with team shared responsibilities on assigned accounts
  • Stay current with new products, systems, and legislative updates
  • Develop and maintain excellent relationships with our partners, carriers, and vendors
  • Maintain excellent communication, attitude, and rapport internally and externally
  • Maintain behavior that consistently reflects the best interest of the client and team
  • Must have a valid CA driver’s license with a good driving record
  • Adhere to procedures set forth for the department and LISLA, including following Employee
  • Handbook policies and E&O prevention


Skills and Knowledge:


• Minimum of 3-5 years of experience in Benefits Account Management
  • Bachelor’s Degree preferred
  • Active California Insurance Life & Health license is required, and must be maintained at all times.
Annual continuing education allowance provided with manager’s approval.
  • Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others.
  • Possess the ability to perform work in a dependable, consistent, and timely manner.
  • Demonstrates the ability to make decisions independently and solicit the input of others as needed.
  • Proficient computer skills including Microsoft Office Suite.
• Minimum of 3-5 years of experience in Benefits Account Management
  • Bachelor’s Degree preferred
  • Active California Insurance Life & Health license is required, and must be maintained at all times
Annual continuing education allowance provided with manager’s approval.
Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others.
  • Possess the ability to perform work in a dependable, consistent, and timely manner.
  • Demonstrates the ability to make decisions independently, and solicit the input of others as needed. Proficient in computer skills including Microsoft Office Suite.

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Salary.com Estimation for Benefits Account Manager, Los Angeles, CA in Woodland Hills, CA
$124,456 to $176,456
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