Leavitt Group

Solutions Engineer

• Serve as a technical owner of the Salesforce platform, including configuration, integrations, and data management
• Design, develop, and maintain integrations between Salesforce and internal or third-party systems using APIs, web services, webhooks, and ETL processes
• Monitor integration performance, troubleshoot issues, and ensure data accuracy and reliability
• Establish and maintain Salesforce governance, security standards, data quality processes, and role-based access controls
• Evaluate, implement, and support Salesforce managed packages and AppExchange solutions
• Help lead system implementations, enhancements, and release activities from planning through deployment
• Partner with business and technology stakeholders to gather requirements and translate business needs into technical solutions
• Manage project timelines, risks, dependencies, and deliverables while providing regular project updates
• Identify opportunities for automation, process improvement, and technology optimization
• Develop and maintain Salesforce reports, dashboards, and analytics to support decision-making
• Create and maintain process, configuration, and integration documentation
• Support user adoption through documentation, training materials, and release communications

Integration Engineer

Administration

• Manage, mentor, and develop a team of benefits administration professionals, including coordinators, specialists, and team leads
• Establish performance expectations and foster accountability, collaboration, and continuous improvement
• Partner in hiring, onboarding, coaching, and professional development efforts
• Oversee eligibility administration and related benefits processes
• Own the accuracy and integrity of eligibility data across administration systems and platforms
• Ensure timely processing of eligibility transactions while meeting service-level commitments and quality standards
• Develop, maintain, and enhance operational procedures for consistency, efficiency, and audit readiness
• Serve as the primary escalation point for complex eligibility and administration issues
• Collaborate with Account Management, Enrollment Operations, and Billing teams to resolve client and carrier issues
• Support open enrollment planning and execution
• Partner with leadership to identify operational risks, staffing needs, and service improvements
• Oversee special client projects, including acquisitions, dependent audits, billing reconciliations, FMLA audits, and enrollment audits within client HRIS systems
• Identify workflow improvements, reduce manual processes, increase accuracy, and enhance the client experience
• Support internal quality reviews and client audits
• Provide leadership reporting on key performance indicators, service levels, operational trends, and team capacity

Director of Benefits Administration

Customer Support

• Support enrollment and client service teams with administrative, member service, and operational tasks
• Assist with binder payment processing, premium payment follow-up, and autopay setup and verification
• Investigate and help resolve payment, billing, enrollment, and coverage issues
• Gather, review, organize, and submit SEP, enrollment, and policy maintenance documentation
• Contact members, employees, HR teams, carriers, and third-party administrators to obtain missing information and move open items forward
• Update and maintain accurate records, case notes, account activity, and documentation in Salesforce and other operational systems
• Track open cases, outstanding documentation, payment issues, autopay status, and carrier follow-ups through completion
• Assist members with carrier portal access, autopay setup, payment options, and account maintenance needs
• Support carrier troubleshooting and escalate complex issues to leadership, carrier partners, or vendors
• Assist with policy audits, quality checks, enrollment verification, and coverage maintenance activities
• Provide general operational support during Open Enrollment, onboarding periods, and other peak workload times
• Follow established workflows and service standards to ensure timely, accurate, and compliant member support

Customer Service Associate

Account Manager

• Build and maintain strong relationships with commercial insurance clients
• Serve as a primary point of contact for policy servicing and account support
• Manage policy changes, endorsements, certificates, renewals, and other service requests
• Support renewal planning and remarketing efforts when appropriate
• Assist clients with coverage questions, billing concerns, and claims coordination
• Work closely with Commercial Risk Advisors and carrier partners to provide insurance solutions
• Maintain accurate account records and documentation
• Identify opportunities to strengthen client protection and support account growth

Commercial Lines Insurance Account Manager

Consultant

• Conduct on-site and virtual assessments of client operations, facilities, and safety programs to identify risks and opportunities for improvement
• Build strong client relationships and support client retention, growth, and overall program success
• Analyze claims data, OSHA records, and loss trends to uncover opportunities and help clients reduce losses and improve safety outcomes
• Develop practical, data-driven recommendations that support safer workplaces and stronger business operations
• Deliver training, resources, and guidance on workplace safety, accident prevention, incident investigation, fleet safety, and regulatory compliance
• Help clients build and strengthen safety programs, employee engagement initiatives, and proactive risk management practices
• Partner with Producers, Account Executives, Claims Advocates, underwriters, and carrier representatives to deliver comprehensive risk management solutions

Integration Engineer

Director of Benefits Administration

Customer Service Associate

Commercial Lines Insurance Account Manager

Loss Control Consultant