EB Sr. Account Manager

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 clients 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 a 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?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 9,000 associates across the U.S. and abroad - and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

• The Top Insurance Employers by Insurance Business America five years in a row (2018-2022).

• Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row.
• Forbes Best Large Employers in America (2018-2019).
• Ranked as one of Forbes Best Large Employers in America (2018-2019).

$95,000-$105,000 salary

Job ID:

29859