Description and RequirementsAbout the Role:The EB Senior Account Manager manages complex employee benefit accounts and serves as the primary day-to-day contact for assigned clients, providing consultative guidance and overseeing service delivery.
What You'll Do:- Manage a complex book of business with multiple funding arrangements and higher levels of plan customization.
- Serve as the primary liaison between clients and insurance carriers, providing proactive, personalized client support.
- Lead client renewals, including analysis of utilization results and negotiation with carriers on behalf of clients.
- Provide subject-matter expertise in employee benefits and act as a resource to the Account Management team.
- Educate and advise clients on employee benefits compliance matters, including ERISA, COBRA, FMLA, Form 5500 reporting, and Health Care Reform.
- Lead and attend client meetings, including on-site meetings, to present renewal outcomes, plan recommendations, and benefit administration guidance.
- Coordinate and engage technical resources to support complex client needs.
- Develop employee communications for renewals, enrollment, and benefit changes and provide oversight and resolution support for client issues such as contract interpretation and billing.
- Participate in peer review of standard client deliverables to ensure quality and consistency.
- Develop and deliver training content for the Account Management team. Stay current on industry developments, regulatory changes, and emerging employee benefits trends.
What We're Looking For:- 4+ years of experience in employee benefits or a related marketplace.
- Bachelor's degree preferred.
- Prior customer service experience preferred.
- Strong, practical understanding of employee benefit plan design, funding arrangements, and compliance requirements.
- Active Life and Disability insurance license or ability to obtain one within 4 months of employment.
- Proficient with Microsoft Office and internet-based applications.
- Ability to thoughtfully review complex information, exercise sound professional judgement, and develop client-focused solutions.
- Ability to balance multiple demands and manage deadlines in a fast-paced environment.
- Excellent communication, negotiation, and presentation skills.
- High attention to detail with the ability to self-review work for accuracy.
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Actual salary is dependent on skill set and experience, with an opportunity for a monthly incentive bonus, commissions, and equity program. 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 paid family leave benefits as well as paid holiday time. $100,000- $110,000.
