Leavitt Group

The employee will assist with client service, benefit administration, renewals, and carrier communication for the employee benefits practice. They will also maintain accurate client documentation and support open enrollment processes while coordinating with internal teams and vendors.

Handle inbound personal lines service calls, including policy changes, billing inquiries, and insurance verification. Identify coverage gaps to educate customers on risk mitigation and maintain accurate customer records.

Oversee day-to-day ICHRA service operations, driving team accountability and managing escalations to resolution. Develop and maintain operational workflows, SOPs, and KPI reporting to ensure scalable and high-quality client support.