Leavitt Group

Account Manager

• Market employee benefit plans to insurance carriers and analyze proposal results
• Coordinate carrier renewals, including obtaining pricing and plan options
• Manage carrier implementations and transitions, including:
• - Communicating plan decisions to carriers
• - Completing and submitting required paperwork
• - Ensuring enrollment import files are completed when changing carriers
• - Obtaining signed termination letters and submitting them to prior carriers
• - Obtaining and reviewing certificates for accuracy
• Prepare open enrollment materials such as benefit guides, presentations, scripts, memos, SBCs, and required compliance notices
• Communicate benefit decisions to internal teams, including COBRA, benefits systems, FSA/HRA administrators, call center teams, and 5500 coordination
• Respond to day-to-day client inquiries and provide ongoing support
• Assist with compliance requirements, including PCORI, Gag Clause, Medicare Part D notices, CMS Medicare Status filings, CAA reporting, plan document updates, and LOAs when applicable
• Prepare reports for quarterly and renewal meetings
• Maintain accurate and up-to-date client records in Vertafore BenefitPoint

Benefits Account Manager

• - 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

Benefits Account Manager – Small Group

Data Analyst

• Manages data, prepares and peers reviews reports, performs ad-hoc analysis, and provides assistance with rate decisions
• Participates in self-funded and fully insured quoting processes for employers of various sizes and industries
• Work closely with carrier partners to gather employer benefit options and pricing
• Gathers benefit options from carriers to prepare illustrations and provide comparisons for various product lines such as Medical, Dental, Vision, Life, and Disability coverages
• Understands and utilizes company specific software systems
• Possesses/acquires knowledge of the local healthcare marketplace, carriers, TPAs, PBMs.
• Assists with team projects and initiatives
• Other duties as assigned

Data Analyst, Employee Benefits

• Preparing accurate and complete insurance applications using underwriting info provided by the producer
• Collaborating daily with the Commercial Lines Manager on key deadlines and ongoing projects
• Coordinating with internal service teams to ensure timely, client-focused execution
• Supporting marketing efforts alongside your assigned Account Executive, including market selection and outreach
• Following up with carriers for quotations and ensuring timely proposal development
• Creating and revising proposals per Account Executive direction and producer/client meetings
• Verifying consistency between submissions, quotes, and final proposals
• Assisting producers with binder issuance and obtaining client sign-offs
• Managing certificate issuance, invoicing, and policy checks
• Reviewing endorsements for accuracy and processing auto ID cards

Commercial Lines Account Manager

Designer

• Owning the visual identity and branding of all Population Health (PH) content and materials.
• Designing, formatting, and laying out reports, guides, presentations, newsletters, and other PH publications.
• Developing branded templates, style guides, and toolkits to support consistent content creation.
• Collaborating closely with the Population Health team to translate technical content into clear, compelling visuals.
• Ensuring all designs align with GBS brand standards while tailoring to PH-specific needs.
• Managing design workflows, project timelines, and deliverables in collaboration with the PH team.
• Providing content design feedback where appropriate, ensuring alignment with branding goals while considering how users interact with and experience the content.
• Staying up to date on health and wellness design best practices and bringing creative innovation to the team.

Brand and Design Coordinator – Population Health

Risk

• Actively participates in the retention and growth of Agency book of business by meeting assigned sales goals
• Follows agency procedures for the input, servicing, and maintenance of:
• o New Business
• o Renewals
• o Endorsements
• o Cancellations
• o Billing/Financing
• o Certificates/Schedules of Insurance
• o Payments
• o Quotes
• o Claims
• Reviews accounts to identify and target new business opportunities for existing clients
• Consults with clients to answer queries on subjects such as exposure, coverage, and risk calculations to educate clients on the varied topics regarding risk management and insurance needs in a timely manner
• Recommends insurance coverages to mitigate client’s risk exposure
• Meet agency directed sales goals by the marketing of Personal Lines products through the establishment of relationships, centers of influence and marketing of Agency
• Maintains, identifies, and quantifies risks for agency book of business
• Attends regular scheduled meetings with Personal Lines VP and Agency
• Provides weekly activity reports to VP Personal Lines Sales
• Stays up to date on the use of the latest models or techniques used to provide cutting-edge services to carriers and Agency.
• Stays up to date with industry knowledge and regulations
• Represents Agency in a respectful and dignified manner
• Maintain all necessary licenses and applicable continuing education requirements
• Fulfills other duties as assigned by Executive Leadership team

Personal Lines Risk Advisor

• Build lifelong relationships with C-suite level executives and business owners
• Help protect their businesses with competitive and sophisticated risk management solutions
• Use consultative approach with prospects to uncover needs
• Provide strong partnership support from other agency experts

Commercial Risk Advisor

• Manage a book of business alongside commercial risk advisors
• Handle servicing, renewals, and daily support needs
• Interact directly with business clients, carrier underwriters, and internal teams
• Deliver accurate coverage and responsive communication
• Process endorsements, cancellations, reinstatements, and audit reviews
• Issue certificates of insurance (COIs) and other documentation
• Track renewal timelines and initiate the renewal process
• Prepare submissions for new business and mid-market renewals
• Build rapport with clients through professional communication
• Maintain accurate, organized records in the agency management system

Commercial Account Manager

Product Manager

• Partner with business stakeholders and agency teams to understand workflows, challenges, and priorities
• Serve as a primary liaison between business teams, IT, and software vendors
• Help define and prioritize technology initiatives aligned with business goals
• Clearly communicate business needs to vendors and evaluate proposed solutions
• Gather and document business requirements through interviews, workshops, and process reviews
• Evaluate software applications and vendor solutions for business fit, usability, and scalability
• Assess how new tools would integrate with existing systems using APIs, automation (RPA), or AI-based solutions
• Document current-state and future-state processes and integration approaches at a high level
• Coordinate and support delivery of system implementations and enhancements
• Collaborate with IT and vendors on implementation plans, dependencies, and timelines
• Participate in testing, validation, and rollout activities
• Help manage scope, risks, and expectations throughout delivery
• Support communication, training, and adoption of new tools and processes
• Gather user feedback and support continuous improvement
• Help ensure solutions are practical, well understood, and effectively adopted

Technology Analyst/Product Manager

Claims Specialist

• Serve as a primary point of contact for members needing help navigating healthcare benefits and claims.
• Investigate and resolve denied or complex medical and pharmacy claims.
• Analyze Explanation of Benefits (EOBs), plan provisions, and coding to determine next steps.
• Advocate with insurance carriers, administrators, and providers to achieve fair and timely resolutions.
• Clearly communicate plans, timelines, and outcomes while providing reassurance and support.
• Build strong relationships with internal teams and external carrier contacts.
• Document cases accurately and stay current on evolving healthcare and benefits information.

Claims Specialist – Employee Benefits

Producer

• Guide leads and prospects in making informed decisions by providing helpful, accurate advice
• Follow company sales and service procedures
• Finalize quotes and hand off sold business to the Account Manager team
• Understand and apply knowledge of carrier products, underwriting guidelines, policy forms, and rating systems
• Develop new business by quoting in a timely manner, preparing proposals, completing required documentation, and binding with carriers
• Achieve new business, cross-sell, and up-sell goals
• Attend team meetings and participate in ongoing professional development