4+ years of experience in employee benefits or a related marketplace
Bachelor's degree preferred
Prior customer service experience preferred
Strong understanding of employee benefit plan design and compliance
Active Life and Disability insurance license or ability to obtain within 4 months
Proficient with Microsoft Office and internet applications
Excellent communication and negotiation skills
Responsibilities
Manage a complex book of business with diverse funding arrangements
Serve as the primary liaison between clients and insurance carriers
Lead client renewals and negotiate with carriers
Provide expertise in employee benefits to the Account Management team
Educate clients on compliance matters related to employee benefits
Lead and attend client meetings presenting recommendations
Develop employee communications and oversee resolution of client issues
Benefits
Hybrid working arrangements
Professional development opportunities
Resources to support complex client needs
Engagement in industry training and knowledge updates
Full Job Description
Description and Requirements
About 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.
#LI-AM2
#LI-Hybrid
75,000-110,000
About USI Holdings Corporation
USI is a leading insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk, program and retirement solutions throughout the United States. Headquartered in Valhalla, New York, USI has over 200 offices across the United States. USI combines industry-leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI, we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting-edge solutions so our clients can continue to invest and grow.
