Employee Benefits Account Executive - job 1 of 2

At Leavitt Great West Insurance Services (LGWIS), 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 LGWIS as this position is the key contact for LGWIS accounts. Our Account Executives enjoy working in a fun, progressive environment in which people are provided with 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

• 5+ Years Industry Experience and/or experience in EB or related field preferred (but not required)

• Maintain book of business revenue $500k - $700k+ (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 relationships 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 skills 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 training 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

• Continuing education by means of external opportunities such as professional materials, attend professional conferences, professional organizations

• Acts as an exceptionally 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  

CORE COMPETENCIES

• Adheres to Schedule- Reports promptly to work and meetings.

• Applied Learning- Actively participates in learning activities; takes notes; asks questions; performs required tasks; quickly gains knowledge; understanding; and/or skill; readily absorbs and comprehends new information from formal and informal learning experiences; applies knowledge or skill in practical use to achieve objectives and performance expectations; seeks and uses feedback and other sources of information to achieve objectives and performance expectations.

• Communication- Organizes communication; clarifies purpose and importance; follows a logical sequence; engages audience effectively; adjusts to audience effectively; adjusts to audience; seeks input from audience; checks for understanding; uses proper and effective syntax, pace, volume, diction, and mechanics; correctly interprets messages and responds appropriately.

• Company Policies and Procedures- Has read, understands, and has complied with all applicable policies and procedures, including but not limited to privacy, security, and employment policies and procedures.

• Customer Focus- Actively seeks information to understand client's circumstances, problems, expectations, and needs; shares information with clients to build their understanding of issues and capabilities; builds cooperative relationships with clients; considers effect of actions toward the client; responds quickly to meet client's needs; effectively addresses customer concerns and issues.

• Decision Making- Identified issues, problems, and opportunities; gathers pertinent information; interprets information; creates relevant options for addressing problems/opportunities and achieving desired outcomes; formulates clear decision criteria; evaluates options; chooses an effective option; commits to action and resolution; appropriately involves others in the decision-making process.

• Planning and Organizing Work- Prioritizes work; identifies more critical and less critical activities and assignments; adjust priorities appropriately; determines project , task, or assignment resource requirements; identifies equipment , materials, or people needed to complete tasks; coordinates with internal and external partners; appropriately allocates and schedules time for completing own and others' work; avoids scheduling conflicts; develops timelines and milestones; takes advantage of available resources to complete work efficiently; remains focused; uses times effectively and prevents issues or distractions from interfering with work completion.

• Quality Work Standards- Sets standards for excellence; establishes criteria and/or work procedures to achieve a high level of quality, productivity; or service; dedicates required time and energy to assignments or tasks; works to overcome obstacles to completing tasks or assignments; takes responsibility for outcomes (positive or negative); admits mistakes and refocuses efforts when appropriate; encourages others to take responsibility.

• Safety- Works safely and support safe practices, policies and procedures.

• Teamwork- Actively participates as a members of a team; moves the team toward accomplishment of its goals; makes procedural suggestions; provides necessary resources or information; listens to and fully involves others in team decisions and actions; values and uses individual differences and talents; shares information and informs other on the team; models commitment; fulfills team responsibilities; demonstrates a personal commitment to the team.

• Compliance and Ethics- Fosters an atmosphere in the workplace that is conducive to compliance and ethics by complying with applicable laws and modeling ethical behavior.

BENEFITS

Leavitt Great West offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.

You’ll enjoy:

• A people-first culture that values work-life balance

• Ongoing training and career development opportunities including paid license renewal and continuing education

• The tools and support you need to succeed

• The chance to work with reputable carriers and a diverse book of business

• 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)

Ready to make your next move?
Apply today and help us continue delivering excellent service to our clients.

As a national company, the Leavitt Group is one of the 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.

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