Employee Benefits Account Manager

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.