USI Holdings Corporation

EB Sr Account Manager

USI Holdings Corporation • $75K — $110K *
Torrance, CA 90503In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 4+ years in employee benefits or related field.
  • Bachelor's degree preferred.
  • Experience in customer service is a plus.
  • Deep knowledge of employee benefit plan design and compliance.
  • Active Life and Disability insurance license or ability to obtain within 4 months.
  • Proficient in Microsoft Office and online applications.
  • Strong analytical and problem-solving skills.

Responsibilities

  • Manage a complex portfolio of employee benefit accounts.
  • Act as the main contact between clients and insurance carriers for seamless communication.
  • Lead client renewals, negotiating terms and analyzing utilization.
  • Provide expert advice on compliance including ERISA and COBRA regulations.
  • Educate clients about employee benefits and lead on-site meetings.
  • Develop training materials for team members and ensure industry knowledge stays up-to-date.
  • Create employee communications for benefits updates and manage client issues.

Benefits

  • Hybrid work model with flexibility.
  • Opportunity to develop and lead training initiatives.
  • Engagement in a dynamic, fast-paced work environment.
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.
Learn more about USI Holdings Corporation
Size
4,800 employees
Industry
Finance & Insurance
Founded
1994
* Ladders Estimates

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