Status: Full Time
Location: Houston, Texas (Fully In-Office)
Exempt Status: Exempt
About GBS
GBS is the leader in experience, innovation, and services when it comes to customizing the employee benefits offerings for our clients. GBS has created a culture of respect, trust, hard work, and fun. We carry great excitement in our work, knowing that we have a tremendous positive impact on a larger scale. We partner with companies in building and protecting their dreams and visions.
About the Role:
GBS Account Managers collaborate with Brokers and support staff in the service of employee benefits business. Responsible for establishing and maintaining a proactive service plan for clients, providing excellent customer service, ensuring departmental and client needs are met. Must handle complex client issues and make recommendations by utilizing client service, administration expertise and carrier resources. Supports the Broker on activities required for a smooth transition and/or implementation of new business while simultaneously ensuring the retention of current clients.
Responsibilities:
• Be able to thrive in a fast-paced environment; you must be driven to succeed and willing to strive to be the best.
• Assist with new business and manage renewals of current business.
• Manage internal and external relationships effectively.
• Meet deadlines and remain collaborative and flexible.
• Manage renewal processes for clients and work with carriers to ensure accurate and timely information.
• Maintain proactive client communication and support.
• Liaison with internal staff and operations.
• Prepare, assist, and attend internal and external client meetings.
• Perform detailed review of client documents and communications.
• Address client needs and troubleshoot claims, risks, and billing issues.
Requirements:
• Benefits experience: Minimum of 1 year
• Experience with a PC, proficient in MS Office
• Strong knowledge of Employee Benefits
• Health, Life & Disability Insurance License
• Strong communication and organizational skills
• Technology proficiency: Comfortable working with modern tools and AI
• Licensing: Must already hold an active insurance license or be able to obtain one
• Work Environment: This role is in-office 4 days a week.
This job description is not designed to cover or to contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee.
Skills Required
- Minimum 1 year benefits experience
- Proficient with PC and MS Office
- Strong knowledge of Employee Benefits
- Health, Life & Disability Insurance License (active or able to obtain)
- Strong communication and organizational skills
- Comfortable working with modern tools and AI
- In-office 4 days per week (Houston)
What We Do
As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.
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