Leavitt Group
Benefits Account Manager-Small Group
Leavitt Group, Duncansville, Pennsylvania, United States
Webber Advisors, a Leavitt Group affiliate in Duncansville, PA, is seeking to expand their Benefits Team with new talent. Established in 1976 and headquartered in Duncansville, Pennsylvania, Webber Advisors has experienced steady growth each year by delivering reliable service and thoughtful solutions. Webber provides comprehensive employee benefits, retirement, human resources, and business insurance services to clients through a consultative approach, serving the Mid-Atlantic, Northeast, and Midwest.
Position Summary The Benefits Account Manager – Small Group supports Producers and Benefit Consultants in the development, implementation, and ongoing management of small group employee benefit programs. This client‑facing role focuses on carrier marketing, renewals, open enrollment coordination, compliance support, and day‑to‑day service for small group clients.
Key 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
Qualifications
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
Benefits Webber Advisors offers a competitive salary and benefits package that includes a health plan, 401 K with company matching, paid time off (sick time, vacation, holidays) and a Wellness Program
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Position Summary The Benefits Account Manager – Small Group supports Producers and Benefit Consultants in the development, implementation, and ongoing management of small group employee benefit programs. This client‑facing role focuses on carrier marketing, renewals, open enrollment coordination, compliance support, and day‑to‑day service for small group clients.
Key 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
Qualifications
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
Benefits Webber Advisors offers a competitive salary and benefits package that includes a health plan, 401 K with company matching, paid time off (sick time, vacation, holidays) and a Wellness Program
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