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. Includes, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.
- Develop employee communications for renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
- Participate in peer review as both a participant and a reviewer of standards 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 products.
- Ability to set priorities and manage deadlines.
- Ability to carry out complex tasks with many concrete and abstract variables.
- 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.
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. Includes, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.
- · Conduct on-site meetings to communicate or administer benefit plans.
- Develop employee communications for renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
- Participate in peer review as both a participant and a reviewer of standards 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 products.
- Ability to set priorities and manage deadlines.
- Ability to carry out complex tasks with many concrete and abstract variables.
- 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.
- Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
- Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
- Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
- Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .
The salary for this position ranges from $65,000 to $115,000 per year, depending on experience. The final offer will be determined based on the candidate's qualifications, relevant experience, and demonstrated skills. In addition to the base salary, this role is bonus eligible. #J-18808-Ljbffr