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Leavitt Group · 1 week ago

Benefits Account Manager

Duncansville, PA

Full-time

Onsite

Mid Level

Webber Advisors is looking to add new talent to their Benefits team. The Benefits Account Manager supports Producers and Benefit Consultants in managing employee benefit programs, handling tasks such as carrier marketing, renewals, and compliance support.

Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance

Growth Opportunities

Responsibilities

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

Qualification

Employee benefits experienceMicrosoft WordMicrosoft ExcelOrganizational skillsCommunication skills

Required

Strong attention to detail and excellent organizational skills

Proficiency in Microsoft Word and Excel

Ability to manage multiple deadlines in a fast-paced environment

Strong written and verbal communication skills

Preferred

Prior experience in employee benefits or insurance

Benefits

Healthplan

401 K with company matching

Vacation days

Holidays

Sick time

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