General Description : Manages complex Employee Benefit insurance accounts and services as their day-to-day contact.
Responsibilities :
- Manage a complex book of business with various funding methods and increased levels of customization.
- Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.
- Provide insurance expertise to clients and act as a knowledge resource for other members of the Account Management team.
- Manage client renewals and negotiate with carriers on behalf of clients.
- Lead client meetings regarding renewal and utilization results.
- Maintain regular contact with clients and attend in-person meetings.
- Engage clients with internal USI Technical Resources where appropriate.
- Educate, advise, and assist clients on all compliance topics, including ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
- Develop employee communications for renewal changes, enrollment procedures, and benefit clarifications.
- Participate in peer reviews of client deliverables and develop training content for the team.
Knowledge, Skills, and Abilities :
4+ years of experience in the employee benefits industry; college degree preferred.Prior customer service experience is preferred.Willingness to obtain or hold a life and disability insurance license.Proficiency with internet-based programs and Microsoft Office.Strong prioritization and deadline management skills.Ability to handle complex tasks with multiple variables.Ability to work effectively in a fast-paced, team environment with minimal instruction.Excellent communication skills, clear and concise in front of an audience.Problem-solving skills with the ability to generate solutions.Stay informed about industry trends and technology.Why USI?
USI is a leading insurance brokerage with over $2.7 billion in revenue, 10,000+ associates, and approximately 200 offices nationwide. We prioritize employee development, recognition, and a supportive culture.
Resources and Support : USI ONE Advantage offers comprehensive risk management and benefit solutions, emphasizing strategic and understandable programs with positive economic impacts.
Recognition and Benefits : USI offers competitive pay, incentives, wellness programs, scholarships, and support initiatives to promote a healthy work-life balance.
Community and Diversity : We are dedicated to community engagement, environmental sustainability, and fostering a diverse, equitable, and inclusive workplace through various programs and initiatives.
Accolades : Recognized as a top employer in insurance and financial services, with awards from Insurance Business America, Business Insurance, Fortune, Glassdoor, and Newsweek.
USI offers comprehensive benefits, including health, wellness, dental, vision, 401(k), flexible spending, disability, life insurance, paid time off, family leave, and holidays.
Salary Range : $90,000 - $110,000. Bonus eligibility with a target of 5%.
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