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Account Manager (Benefits) at Lovitt & Touche, Inc.

Account Manager (Benefits)

Lovitt & Touche, Inc. Tucson, AZ Full-Time
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Position Overview
The Account Manager position is responsible for proactively managing client service, renewal activities and administration of products for the clients assigned to them. Account Managers serve as a primary day-to-day contact for our clients.

Principal Duties and Responsibilities

  • Responsible for day-to-day management of Benefits accounts; develop solid partnerships with clients’ HR managers and other support staff; manage service issues, research problems, present and implement effective, timely solutions
  • Assist in preparing bid specifications for Requests for Proposal (RFPs); obtain necessary census and historical data for bid process; develop knowledge of carriers and products offered; analyze quotes and offer advice on competitive carriers/products; negotiate with insurance carrier representatives and underwriters upon request; prepare client proposals for approval; proof all proposals for accuracy; attend client meetings and presentations
  • Manage implementation of new lines of coverage and carrier changes and insure smooth launch/transition; complete all new/renewal business paperwork and internal documentation
  • Prepare employee communications materials such as brochures, flyers and payroll stuffers
  • Conduct group education and enrollment meetings at client sites or via webinar as required
  • Proof booklets and contracts for accuracy; report inaccuracies to the carrier(s) for correction; request Schedule As for clients’ IRS Form 5500 filings and facilitate signature ready Form 5500s; notify clients of legislative and regulatory changes and assist client in understanding how the issues apply to them
  • Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings/issues/decisions
  • Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
  • Conduct all business in accordance with established policies and procedures
  • Attend onsite and offsite client meetings as necessary
  • Other duties as assigned 

  • High School Diploma or GED
  • 3+ years in group benefits with at least 1+ years in an Account Manager or similar level role
  • Licensed in Arizona Health, Life and Disability (or ability to be licensed within 3 months of employment)
  • Ability to develop and work with mathematical formulas
  • Ability to effectively communicate, both written and verbally, with internal and external parties
  • Ability to conduct education and enrollment meetings (comfortable with public speaking)
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with clients, carriers and peers
  • Ability to work independently and in cross-functional teams
  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point) 


  • Some college or technical training in related discipline
  • Continuing education such as RHU, REBC, CEBS, or CBP
  • Experience using BrokerageBuilder 

Working Environment

  • Work is performed indoors in a climate controlled office environment
  • General technology as it relates to office administration
  • Regular business hours with additional hours required during certain periods
  • Frequent travel to client sites within AZ; Minimal travel possible outside of AZ
  • Some lifting of up to 50 pounds required during transportation of presentation and client materials

Recommended skills

Certified Employee Benefit Specialist

About the company

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Job ID: ACCOU01335


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