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Employee Benefits Account Manager
Employee Benefits Account ManagerUSI Insurance Services • Toledo, OH, US
Employee Benefits Account Manager

Employee Benefits Account Manager

USI Insurance Services • Toledo, OH, US
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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.

    J-18808-Ljbffr

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    Account Manager • Toledo, OH, US

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