- 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