At Leavitt Group of Northern Arizona, we believe peace of mind comes from achieving your desired quality of life, reaching financial success, and preparing for life’s uncertainties. We are committed to exceptional service through integrity, collaboration, innovation, and a genuine dedication to our clients and one another.
This is a part-time opportunity designed to support our growing Employee Benefits practice. The person in this role will assist with client service, benefit administration, renewals, carrier communication, enrollment support, and day-to-day account needs. As the Employee Benefits book grows, this position may offer increased hours, expanded responsibilities, and future advancement opportunities based on business needs and individual performance.
The ideal candidate is organized, dependable, detail-oriented, comfortable learning new systems and regulations, and committed to providing timely, professional service. Prior employee benefits or insurance experience is helpful, but not required for a candidate who demonstrates strong learning ability, sound judgment, and a genuine interest in developing within the field.
Support the servicing of assigned employee benefits accounts under the guidance of experienced team members.
Respond to routine client service questions and assist with benefit-related issues in a timely and professional manner.
Assist with renewal preparation by gathering information, coordinating with carriers, and organizing renewal materials.
Support open enrollment communications, enrollment meetings, and employee education, as needed.
Assist with carrier applications, eligibility updates, policy changes, benefit administration, and claims-related inquiries.
Maintain accurate client communications, account activity, and documentation within the Agency Management System (AMS) and related benefits platforms.
Coordinate with Employee Benefits Producers, carriers, vendors, clients, and internal team members to support consistent service delivery.
Protect confidential employee, medical, client, and agency information at all times.
Participate in training, team meetings, and service initiatives that support continued professional development and client retention.
Approximately 10–20 hours per week, based on business and client needs.
Work may be completed in the office or remotely on a case-by-case basis, as approved by management and appropriate for the assignment.
Scheduling flexibility may be needed during renewals, open enrollment periods, client meetings, or other peak service times.
Limited local travel may occasionally be required for client meetings or enrollment presentations.
This position has the potential to grow in hours and responsibility as the Employee Benefits book of business expands.
Strong organization, time-management, and administrative skills.
Excellent verbal and written communication skills.
Professional, service-oriented approach when working with clients, carriers, vendors, and colleagues.
Attention to detail, reliable follow-through, and the ability to manage multiple priorities.
Ability to work independently while also collaborating effectively with a team.
Comfort learning insurance terminology, carrier processes, compliance requirements, and technology systems.
Proficiency with Microsoft Outlook, Word, Excel, and related office tools.
Knowledge of the Employee Navigator platform is preferred; training will be provided to the right candidate.
Ability to maintain discretion and confidentiality when handling sensitive personal, medical, and benefits information.
Prior experience in insurance, employee benefits, healthcare, human resources, customer service, or administration is preferred but not required.
Must hold or obtain an applicable Life and Health Insurance License within the timeframe established by the agency.
Must complete and maintain HIPAA training/certification as required for the role.
Must participate in training related to ERISA, COBRA, the Affordable Care Act (ACA), and other compliance requirements applicable to employee benefits.
Must complete required continuing education and remain informed about carrier products, market trends, and legislative changes.
Must uphold the highest standards of professionalism, ethics, confidentiality, and regulatory compliance.
Hourly compensation range of $25–$30, based on experience, qualifications, licensing status, and demonstrated capabilities.
Ongoing training and professional development support, including licensing and continuing education consistent with agency policy.
Opportunity for increased hours, broader account responsibility, and professional growth as the Employee Benefits book expands and business needs develop.
Customer Focus
Accountability
Communication
Professionalism
Teamwork and Collaboration
Quality Service Orientation
Organization and Time Management
Continuous Learning
Problem Solving
Compliance and Ethics
Adaptability
Attention to Detail
A people-first culture that values collaboration, professional growth, and work-life balance.
The strength and resources of a national organization combined with the relationships and responsiveness of a local agency.
Training, tools, and support to help the right person build a long-term career in employee benefits.
The opportunity to contribute meaningfully to a growing practice and help deliver excellent service to our clients.
Ready to grow with us?
Apply today and help us continue delivering exceptional service to our Employee Benefits clients.
As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with 290+ locations across 30 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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