General Description : Manages complex Employee Benefit insurance accounts and services as their day-to-day contact. While this position is primarily WFH, twice per month meetings in our Blue Bell office is required.
Travel to visit clients as needed is required as well. Preference will be given to candidates within a commutable distance to our Blue Bell office.
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 member of the Account Management team.
- Manage client renewals and negotiate with carriers on behalf of clients.
- Lead client meetings regarding renewal and utilization results.
- Regular client contact and in-person attendance at client meetings.
- Engage clients, where appropriate, with internal USI Technical Resources.
- Educate, advise and aid clients on all Compliance topics.
- Includes, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.
- elop employee communications for renewal changes, enrollment procedures, miscellaneous benefit changes and / or clarifications.
- Part icipate in peer review as both a participant and a reviewer of standards client deliverables.
- De velop training content and deliver it to the Account Management team.
Knowledge, Skills, and Abilities :
- 4+ years of experience in employee benefits industry.
- 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 carry out complex tasks with many concrete and abstract variables.
- Work independently utilizing all tools and resources available.
- Ability to work in a fast-paced, team environment with minimal instruction.
- Ability to communicate in a clear, concise, and concrete way in front of an audience.
- Ability to define problems and generate potential solutions.
- Keep informed about industry information, technology, and trends.
- Manages complex Employee Benefit insurance accounts and services as their day-to-day contact.
LI-NB2
Why USI?
With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world.
At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
We invite you to learn more about what makes USI an exceptional place to work!
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact.
USI ONE® represents Omni, Network, Enterprise the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.
USI offers that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint we’re working to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
- Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
- Visit our for a complete list of industry awards and recognitions!
Employee Benefits Account Manager
Employee Benefits Account Manager – Philadelphia. Our client is a leading employee benefit group captive manager that helps mid-sized businesses self-fund and access high-quality health benefits. Account managers serve as the primary liaison for our client’s growing client base and help ...
Employee Benefits Document Manager
A company is looking for an Employee Benefits Document Manager. ...
Employee Benefits Account Manager
Manages complex Employee Benefit insurance accounts and services as their day-to-day contact. Manages complex Employee Benefit insurance accounts and services as their day-to-day contact. Provide insurance expertise to clients and act as a knowledge resource for other member of the Account Managemen...
Senior Employee Benefits Account Manager
Employee Benefits Account Manager. We have an exciting opportunity for anyone with Employee Benefits Account Executive experience in the Philly area. Looking for someone with 5+ years’ employee benefits experience. Must be well-experienced with all Benefits – Medical, Vision, Dental, Life, Ancillary...
Employee Benefits Account Manager
Employee Benefits Account Manager – Philadelphia Our client is a leading employee benefit group captive manager that helps mid-sized businesses self-fund and access high-quality health benefits. Account managers serve as the primary liaison for our client’s growing client base and help connect vette...
Employee Benefits Account Manager (Mid-Atlantic Platform)
The primary role of the Account Manager is to support the Account Executive/Consulting team in maintaining the overall responsibility for day-to-day client relationship management. Benchmark plan design and employee contributions. Oversight, as needed, of benefits technology systems. Help write and ...
Senior Benefits Account Manager
Collaborates with Benefits Consultant on overall account strategy including the ways to identify up-sell/cross-sell opportunities; builds re-enrollment strategies for the clients. Oversees client's benefits accounts, including but not limited to, new development, internal and external communication,...
Employee Benefits Regional Sales Manager - Cleveland
Join the OneAmerica Employee Benefits team in this exciting role driving expansion and growth!. As part of OneAmerica’s long term strategy for growth in Employee Benefits, this position is responsible for developing and managing a specified geographic territory. We believe the best way to serve our ...
Sr. Sales Business Development Executive
Sales Business Development Executive, you will collaborate with multiple stakeholders in the sales process to ensure consistent revenue growth from new customers. Sales Business Development Executive, your focus will be to achieve results that align with the organization's strategic goals, including...
Business Sales Executive - Dynegy
The Business Field Sales Executive provides competitive F2F sales offers to ACQ customers as well as current Customers. The primary purposes of the Business Field Sales Representative is to acquire commercial customers through F2F sales interaction. The Business Field Sales Executive serves as an am...