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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. 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, including ERISA, COBRA, FMLA, 5500s, and Health Care Reform. Develop employee communications for renewal changes, enrollment procedures, benefit changes, and clarifications. Participate in peer review as both a participant and reviewer of client deliverables. Develop 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. Ability to prioritize and manage deadlines. Ability to handle complex tasks with many variables. Ability to work in a fast-paced, team environment with minimal instruction. Effective communication skills in front of an audience. Problem-solving skills and solution generation. Stay informed about industry trends and technology. Additional Information:
USI is a leading insurance brokerage and consulting firm with extensive resources, industry recognition, and a commitment to diversity and community engagement. We offer comprehensive benefits, including health, wellness, retirement, paid time off, and more. This position offers a salary range of $85,000 - $115,000, with bonus potential, and is eligible for paid time off and sick leave.
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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. 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, including ERISA, COBRA, FMLA, 5500s, and Health Care Reform. Develop employee communications for renewal changes, enrollment procedures, benefit changes, and clarifications. Participate in peer review as both a participant and reviewer of client deliverables. Develop 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. Ability to prioritize and manage deadlines. Ability to handle complex tasks with many variables. Ability to work in a fast-paced, team environment with minimal instruction. Effective communication skills in front of an audience. Problem-solving skills and solution generation. Stay informed about industry trends and technology. Additional Information:
USI is a leading insurance brokerage and consulting firm with extensive resources, industry recognition, and a commitment to diversity and community engagement. We offer comprehensive benefits, including health, wellness, retirement, paid time off, and more. This position offers a salary range of $85,000 - $115,000, with bonus potential, and is eligible for paid time off and sick leave.
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