Join to apply for the Employee Benefits Account Manager role at USI Insurance Services
Description and Requirements
General Description : Manages Employee Benefits insurance accounts and services as their day-to-day contact.
Major Responsibilities :
- Manage a book of business comprised of fully insured clients, and possibly some self-insured clients.
- Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.
- Prepare materials for client meetings. Educate, advise, and assist clients on compliance topics such as ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
- Set up new group insurance contracts for existing or new clients.
- Manage the renewal process, including contractual changes.
- Implement and manage programs like wellness, communications, strategies, and pharmacy.
- Market and place new benefit products as needed.
- Prepare client applications for review.
- Determine the most appropriate carriers and analyze quotes and coverage options.
- Make recommendations, develop strategies, and identify cost-saving opportunities.
- Support cross-selling initiatives and develop customer accounts.
- Conduct on-site and virtual meetings to communicate or administer benefit plans.
- Create employee communications for renewals, enrollments, and benefit changes.
- Provide resolution support for client issues such as contract clarifications and billing.
Knowledge, Skills, and Abilities :
2-4 years experience in employee benefits or related marketplace; brokerage experience preferred. College degree preferred.Prior customer service experience is preferred.Must hold or be willing to earn life and disability insurance licenses.Comfortable with internet programs and Microsoft Office.Ability to prioritize and meet deadlines.Work effectively in a fast-paced team environment.Stay informed on industry trends and technology.Handle complex tasks with multiple variables.Why USI?
USI is a leading insurance brokerage with over $2.7 billion revenue and 10,000+ associates nationwide. We focus on professional growth, employee recognition, and community engagement. We offer comprehensive benefits, including health, wellness, 401(k), paid time off, and more. Recognized as a top employer in the industry, USI values diversity, equity, and inclusion and is committed to building a supportive workplace culture.
This job is active and accepting applications.
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