Benefits Account Manager - Duncansville - Leavitt Group

    Leavitt Group
    Leavitt Group Duncansville

    3 days ago

    $60,000 - $80,000 (USD) per year
    Description

    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 supports Producers and Benefit Consultants in the development, implementation, and ongoing management of employee benefit programs. This is a client-facing role responsible for carrier marketing, renewals, open enrollment coordination, compliance support, and day-to-day client service.
    Key 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
    Qualifications
    • 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
    • Prior experience in employee benefits or insurance preferred
    Webber Advisors offers a competitive salary and benefit package that includes a health plan, 401 K with company matching, vacation days, holidays and sick time in addition to a Wellness Program.
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