Benefits Account Manager-Small Group

Leavitt Group • Duncansville, PA

2d

About The Position

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.

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

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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees