Leavitt Group

Lead client account management, ensure service excellence, manage renewals and growth, and develop account management team members. | Requires 8+ years in employee benefits or related fields, 2+ years supervisory experience, active State Life & Health License, and preferred professional designations. | Senior Account Manager About FBMC As an affiliate of the Leavitt Group, FBMC is seeking to add new talent to its team at a their client location, Jackson Health Systems, in Miami FL. For over 40 years, FBMC's mission has been to provide all employees with affordable, high-quality protection. The company values strong client relationships, exceptional service, and giving back to the communities it serves. FBMC's culture is founded on integrity, teamwork, and a collective dedication to ensuring a safe and prosperous future. Position Summary The Senior Account Manager is responsible for leading and coordinating all client-related activities to ensure best-in-class service and outstanding client satisfaction. This role serves as a strategic partner to our clients, overseeing service delivery, managing key performance processes, and guiding renewal and retention strategies. The Senior Account Manager also supports and develops account management team members to ensure high performance and service excellence. Essential Duties & Responsibilities Client Relationship & Account Management • 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. Team Leadership & Development • 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. Required Skills & Abilities • 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. Minimum Education & Experience Requirements • 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. • Professional designations preferred: • Certified Employee Benefits Specialist (CEBS) • Registered Employee Benefit Consultant (REBC) • Registered Health Underwriter (RHU) • Chartered Healthcare Consultant (ChHC) • Strong working knowledge of benefit programs, insurance markets, and industry vendors. Benefits FBMC provides a competitive compensation package that includes a health plan, a 401(k) with company matching, paid time off (including sick days and vacation), and a Wellness Program. Why Join FBMC? • Employee-owned organization with a mission-driven culture • Opportunities for professional growth and development • Collaborative, supportive work environment • Commitment to innovation, quality, and community impact Employee Benefits • Account Manager • Senior Account Manager • Benefits Consultant • Client Relationship Manager • Insurance Brokerage • Group Benefits • Benefits Administration • Open Enrollment • Health Insurance • Client Services • Account Management • HR/Benefits • Insurance Carrier Relations • Employee Benefits Specialist #LI-DM1

Lead client account management, oversee service delivery, support renewals and retention, and develop account management team members. | High school diploma required, bachelor's preferred, 8+ years in employee benefits or related fields, 2+ years supervisory experience, active State Life & Health License required, professional benefits designations preferred. | Senior Account Manager About FBMC As an affiliate of the Leavitt Group, FBMC is seeking to add new talent to its team at a their client location, Jackson Health Systems, in Miami FL. For over 40 years, FBMC’s mission has been to provide all employees with affordable, high-quality protection. The company values strong client relationships, exceptional service, and giving back to the communities it serves. FBMC’s culture is founded on integrity, teamwork, and a collective dedication to ensuring a safe and prosperous future. Position Summary The Senior Account Manager is responsible for leading and coordinating all client-related activities to ensure best-in-class service and outstanding client satisfaction. This role serves as a strategic partner to our clients, overseeing service delivery, managing key performance processes, and guiding renewal and retention strategies. The Senior Account Manager also supports and develops account management team members to ensure high performance and service excellence. Essential Duties & Responsibilities Client Relationship & Account Management 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. Team Leadership & Development 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. Required Skills & Abilities 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. Minimum Education & Experience Requirements 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. Professional designations preferred: Certified Employee Benefits Specialist (CEBS) Registered Employee Benefit Consultant (REBC) Registered Health Underwriter (RHU) Chartered Healthcare Consultant (ChHC) Strong working knowledge of benefit programs, insurance markets, and industry vendors. Benefits FBMC provides a competitive compensation package that includes a health plan, a 401(k) with company matching, paid time off (including sick days and vacation), and a Wellness Program. Why Join FBMC? Employee-owned organization with a mission-driven culture Opportunities for professional growth and development Collaborative, supportive work environment Commitment to innovation, quality, and community impact Employee Benefits • Account Manager • Senior Account Manager • Benefits Consultant • Client Relationship Manager • Insurance Brokerage • Group Benefits • Benefits Administration • Open Enrollment • Health Insurance • Client Services • Account Management • HR/Benefits • Insurance Carrier Relations • Employee Benefits Specialist #LI-DM1

Support commercial clients by preparing submissions, proposals, servicing, renewals, and coordinating with account managers and service staff to meet deadlines. | Must have an active P&C license, 3-4 years commercial lines experience preferred, proficiency in Microsoft Office, and preferably experience with AMS360 and carrier rating software. | Nasburg Huggins Insurance – Leavitt Group Remote Commercial Lines Account Manager MUST WORK IN PACIFIC TIME ZONE Are you looking for an opportunity to grow your career with a company that values its people and has over 100 years of local history? Nasburg Huggins Insurance, a Leavitt Group affiliate in Coos Bay, Oregon, is seeking a detail-oriented and service-driven Commercial Lines Account Manager to join our team. Job Description You will work closely with our Commercial Lines Manager and Account Executives to support a diverse book of commercial clients. This role includes handling submissions, proposals, servicing, and renewals in a collaborative, team-oriented environment. Responsibilities are assisting as follows: Prepare the applications for the submission with underwriting information provided by the producer Daily ongoing relationship with Commercial Lines Account Manager and Commercial Lines Manager regarding specific deadlines and ongoing projects/tasks Work with the service staff to meet timeline (deadlines) Work with assigned Commercial Lines Account Manager and Account Executive on marketing procedures with discussed selected markets Follow up with Markets for quotations. Create the proposal under the direction of the Account Executive Check for any discrepancy’s in submissions, proposals or other presentations Make any proposal changes and quotations from client meeting with the Account Executive Work with Account Executive to provide final documentation on for a customer Obtain information and produce Certificate issuance for customers. Check policies with Submission/quotation/proposal Invoice and follow up on billing Check endorsements against Account Executive requests Qualifications Active P&C license required 3–4 years of commercial lines experience preferred Proficiency in Microsoft Office, especially Excel and Word Experience with AMS360 and carrier rating software preferred Strong written and verbal communication skills Highly organized with strong attention to detail and deadlines Why you should apply Nasburg Huggins Insurance Agency has over 100 years of local history, ownership and experience and is co-owned and affiliated with Leavitt Group Enterprises, one of the nation’s largest privately-owned insurance brokerage companies. Being a member of our team offers a competitive salary, opportunities for growth and a full benefits package including; Competitive Pay: $20-$24 DOE 401(k) with matching employer contributions, Health Savings Account (HSA) Dental and Vision Paid Vacation and Sick time 20 Paid Volunteer hours Professional Development opportunities Beginning wages are dependent upon experience and existing insurance licensees will be considered. 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. #LI-AH1