Leavitt Group

Benefits Account Manager – Small Group

Leavitt Group

full-time

Posted on:

Location Type: Remote

Location: Pennsylvania • United States

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About the role

  • - 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

Requirements

  • - 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
  • - Prior experience working with small group employee benefits or insurance preferred
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Microsoft WordMicrosoft Excelbenefit plan analysisenrollment paperwork completionreport preparationcompliance documentationcarrier implementation managementpricing analysiscertificate reviewopen enrollment material preparation
Soft Skills
attention to detailorganizational skillswritten communicationverbal communicationtime managementclient supportmulti-taskingproblem-solvingteam collaborationadaptability