USI Insurance Services
Employee Benefits Senior Account Manager
USI Insurance Services, Portland, Oregon, United States, 97204
Employee Benefits Senior Account Manager
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Employee Benefits Senior Account Manager
role at
USI Insurance Services .
Overview 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.
Why USI? With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest in our associates and celebrate growth and success through our employee reward and recognition programs.
Programs and Culture USI ONE Advantage delivers risk management and benefit solutions with bottom-line financial impact. We recognize associates through awards programs and provide wellness, scholarships, and financial assistance initiatives. We are committed to a diverse, equitable, and inclusive workplace, and to community engagement and environmental sustainability.
Recognition Nationally recognized as a top insurance employer, with multiple industry accolades.
Compensation and Benefits We offer a full suite of competitive benefits including medical, wellness, dental and vision, 401(k), FSA/HSA, short- and long-term disability, life insurance, paid time off, paid family leave, and paid holidays. This is a Paid Time Off/Paid Sick Leave eligible position with 18 days per year. This is a bonus eligible position with a target incentive of 5%.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Industries: Insurance
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Employee Benefits Senior Account Manager
role at
USI Insurance Services .
Overview 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.
Why USI? With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest in our associates and celebrate growth and success through our employee reward and recognition programs.
Programs and Culture USI ONE Advantage delivers risk management and benefit solutions with bottom-line financial impact. We recognize associates through awards programs and provide wellness, scholarships, and financial assistance initiatives. We are committed to a diverse, equitable, and inclusive workplace, and to community engagement and environmental sustainability.
Recognition Nationally recognized as a top insurance employer, with multiple industry accolades.
Compensation and Benefits We offer a full suite of competitive benefits including medical, wellness, dental and vision, 401(k), FSA/HSA, short- and long-term disability, life insurance, paid time off, paid family leave, and paid holidays. This is a Paid Time Off/Paid Sick Leave eligible position with 18 days per year. This is a bonus eligible position with a target incentive of 5%.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Industries: Insurance
#J-18808-Ljbffr