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Employee Benefits Account Manager

Employee Benefits Account Manager

USI Insurance ServicesSeattle, Washington, US
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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 but may include some self-insured clients.
  • Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.
  • As needed, preparation of materials needed for client meetings. Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.
  • Set up new group insurance contracts for existing clients or new clients.
  • Manage the renewal process including the preparation of appropriate contractual changes.
  • Implement and manage programs recommended by technical resources (e.g. wellness, communications, strategies, pharmacy)
  • May be responsible for the marketing and placement of new benefit products.
  • Prepare client application for review
  • Determine most appropriate carriers
  • Analyze and compare carrier quotes and coverage offerings
  • Make recommendations to clients
  • Develop alternative strategies, plan modeling and cost reduction opportunities.
  • Champion client cross-selling initiatives and develop customer accounts.
  • Conduct on-site meetings to communicate or administer benefit plans.
  • Coordinates, manages and attends client meetings both virtually and in person
  • Develop employee communications for renewal changes, enrollment procedures, benefit changes and / or clarifications.
  • Resolution support and oversight for client issues such as contract clarifications and billing.

Knowledge, Skills and Abilities :

  • 2-4 years experience in employee benefits industry or related marketplace. College degree preferred.
  • Prior customer service experience is preferred.
  • Must hold or be willing to earn life and disability insurance license.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Ability to set priorities and manage deadlines.
  • Ability to work in a fast-paced, team environment with minimal instruction.
  • Keep informed about industry information, technology and trends.
  • Ability to carry out complex tasks with many concrete and abstract variables.
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