Leavitt Group · 1 week ago
Sr. Benefits Account Manager
Miami, FL
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expFBMC, an affiliate of the Leavitt Group, is seeking a Senior Account Manager to enhance client relationships and ensure high-quality service delivery. This role involves overseeing client-related activities, managing service teams, and developing strategic initiatives to support client goals.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Serve as the primary point of contact for assigned clients; conduct regular communication and onsite visits to assess satisfaction and present deliverables
Lead and execute open enrollment activities, including presentations, health fair coordination, and vendor engagement
Implement best-practice service models to ensure consistent, high-quality delivery and adherence to contractual obligations
Identify opportunities for account growth through renewals, expanded scope, and additional service offerings in benefits and total rewards programs
Collaborate with Account Executives to develop communication, education, and strategic initiatives aligned with client goals
Support negotiation strategies with carriers and vendors in partnership with Stealth or similar internal teams
Prepare and deliver professional client-facing materials, including stewardship reports, communication pieces, RFP responses, renewal presentations, and proposals
Ensure accuracy, timeliness, and professionalism in servicing accounts from onboarding to renewals, including CRM documentation
Monitor claims trends, compliance requirements, and client business developments; provide proactive recommendations and solutions
Access and coordinate expert internal resources (analytics, legal, HR, wellness, communications, technology) to support client objectives
Assist leadership with recruiting, training, and developing account management team members
Ensure team engagement and alignment with service standards and client deliverables
Provide ongoing coaching, quality review, and performance feedback
Establish expectations, ensure accountability, and manage team workload to meet deadlines
Conduct annual performance and compensation reviews for service staff
Promote organizational goals, vision, and processes within the team
Act as a resource and subject-matter expert in areas such as insurance products, technology systems, industry trends, and consultative service techniques
Qualification
Required
Expert knowledge of employee benefits, including medical, dental, vision, life, disability, and worksite products
Ability to advise clients and associates on benefits technology, underwriting, policy features, and industry trends
Strong relationship-building skills with a focus on superior service and problem resolution
Demonstrated analytical, decision-making, and problem-solving abilities
High level of organizational skill with the ability to manage multiple priorities and deadlines
Excellent written and verbal communication skills
Ability to work collaboratively and independently in a fast-paced environment
Positive leadership presence aligned with FBMC's mission, values, and service standards
Strong numerical skills and proficiency with Microsoft Office, CRM systems, and web-based applications
High School Diploma or GED required; Bachelor's degree preferred
Minimum 8 years of experience in employee benefits, account management, sales, marketing, or related fields
Minimum 2 years of supervisory or staff management experience
Active State Life & Health License required
Strong working knowledge of benefit programs, insurance markets, and industry vendors
Preferred
Bachelor's degree preferred
Certified Employee Benefits Specialist (CEBS)
Registered Employee Benefit Consultant (REBC)
Registered Health Underwriter (RHU)
Chartered Healthcare Consultant (ChHC)
Benefits
Health plan
401(k) with company matching
Paid time off (including sick days and vacation)
Wellness Program
Company
Leavitt Group
Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Leavitt
Executive Chairman & CEO
Joe Callister
Chief Operating Officer
Company data provided by crunchbase