USI Insurance Services
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Employee Benefits Account Manager
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USI Insurance Services Overview 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 but may include 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 aid clients on all compliance topics, including ERISA, COBRA, FMLA, 5500s and Health Care Reform. Set up new group insurance contracts for existing or new clients. Manage the renewal process including preparation of appropriate contractual changes. Implement and manage programs recommended by technical resources (e.g., wellness, communications, strategies, pharmacy). May be responsible for the marketing and placement of new benefit products. Prepare client applications for review; determine most appropriate carriers; analyze and compare carrier quotes and coverage offerings; make recommendations to clients. Develop alternative strategies, plan modeling and cost reduction opportunities. Champion client cross-selling initiatives and develop customer accounts. Conduct on-site meetings to communicate or administer benefit plans. Coordinate, manage and attend client meetings both virtually and in person. Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications. Provide resolution support and oversight for client issues such as contract clarifications and billing. Knowledge, Skills And Abilities 2-4 years experience in employee benefits industry or related marketplace. 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 work in a fast-paced, team environment with minimal instruction. Keep informed about industry information, technology and trends. Ability to carry out complex tasks with many concrete and abstract variables. 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 award and recognition programs. USI ONE Advantage delivers risk management and benefit solutions with bottom-line impact. Through USI ONE, we develop strategic, timely, and effective programs that are easy to understand and show positive economic impact. Industry-Leading Programs, Rewards, and Recognition: competitive pay, incentives, benefits, Summit Awards, wellness programs, and educational support. Commitment to Community, Diversity, Equity, and Inclusion: our Iām With U program supports an inclusive culture and community outreach. Nationally Recognized as a Top Insurance Employer: awards and recognitions across industry lists and rankings. Note: This posting provides information about the role and its requirements and may reference additional internal resources and programs. Seniority level: Entry level Employment type: Full-time Job function: Sales and Business Development Industries: Insurance
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Employee Benefits Account Manager
role at
USI Insurance Services Overview 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 but may include 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 aid clients on all compliance topics, including ERISA, COBRA, FMLA, 5500s and Health Care Reform. Set up new group insurance contracts for existing or new clients. Manage the renewal process including preparation of appropriate contractual changes. Implement and manage programs recommended by technical resources (e.g., wellness, communications, strategies, pharmacy). May be responsible for the marketing and placement of new benefit products. Prepare client applications for review; determine most appropriate carriers; analyze and compare carrier quotes and coverage offerings; make recommendations to clients. Develop alternative strategies, plan modeling and cost reduction opportunities. Champion client cross-selling initiatives and develop customer accounts. Conduct on-site meetings to communicate or administer benefit plans. Coordinate, manage and attend client meetings both virtually and in person. Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications. Provide resolution support and oversight for client issues such as contract clarifications and billing. Knowledge, Skills And Abilities 2-4 years experience in employee benefits industry or related marketplace. 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 work in a fast-paced, team environment with minimal instruction. Keep informed about industry information, technology and trends. Ability to carry out complex tasks with many concrete and abstract variables. 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 award and recognition programs. USI ONE Advantage delivers risk management and benefit solutions with bottom-line impact. Through USI ONE, we develop strategic, timely, and effective programs that are easy to understand and show positive economic impact. Industry-Leading Programs, Rewards, and Recognition: competitive pay, incentives, benefits, Summit Awards, wellness programs, and educational support. Commitment to Community, Diversity, Equity, and Inclusion: our Iām With U program supports an inclusive culture and community outreach. Nationally Recognized as a Top Insurance Employer: awards and recognitions across industry lists and rankings. Note: This posting provides information about the role and its requirements and may reference additional internal resources and programs. Seniority level: Entry level Employment type: Full-time Job function: Sales and Business Development Industries: Insurance
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