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Leavitt Group · 1 week ago

Benefits Account Manager-Small Group

Duncansville, PA

Full-time

Onsite

Mid Level

Leavitt Group is seeking a Benefits Account Manager – Small Group who will support Producers and Benefit Consultants in managing small group employee benefit programs. This client-facing role involves carrier marketing, renewals, open enrollment coordination, and compliance support for small group clients.

Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance

Growth Opportunities

Responsibilities

Market small group benefit plans to insurance carriers and analyze proposal results

Coordinate small group carrier renewals, including obtaining pricing and plan options

Manage carrier implementations and transitions for small group clients, including: Communicating plan selections to carriers, Completing and submitting required enrollment and administrative paperwork, Ensuring enrollment files are completed accurately and timely, Obtaining signed termination letters and submitting them to prior carriers, Obtaining and reviewing certificates for accuracy

Prepare and distribute open enrollment materials for small group clients, including benefit summaries, enrollment instructions, SBCs, and required compliance notices

Communicate benefit decisions to internal teams, including COBRA, benefits systems, FSA/HRA administrators, and call center teams as applicable

Respond to day-to-day client questions and provide ongoing support to small group employers and their employees

Support compliance requirements relevant to small group plans, including Medicare Part D notices, CMS Medicare Status filings, CAA reporting, plan document updates, and LOAs when applicable

Prepare reports for renewal and client review meetings

Maintain accurate and up-to-date client records in Vertafore BenefitPoint

Qualification

Microsoft WordMicrosoft ExcelAttention to detailOrganizational skillsCommunication skills

Required

Strong attention to detail and organizational skills

Proficiency in Microsoft Word and Excel

Ability to manage multiple deadlines in a fast-paced, high-volume environment

Strong written and verbal communication skills

Preferred

Prior experience working with small group employee benefits or insurance

Benefits

Health plan

401 K with company matching

Paid time off ( sick time , vacation, holidays)

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.

Founded in 1952