USI Holdings Corporation

Employee Benefits Account Manager

USI Holdings Corporation • $72K — $90K *
San Francisco, CA 94112In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 2+ years of experience in employee benefits or related field
  • Bachelor's degree preferred
  • Strong understanding of benefits plan design and compliance
  • Active insurance license or ability to obtain within 4 months
  • Proficient with Microsoft Office and web applications
  • Excellent communication and negotiation skills
  • Ability to work independently and collaboratively

Responsibilities

  • Manage a portfolio of fully insured clients and some self-insured accounts
  • Act as the main contact between clients and insurance carriers
  • Advise clients on compliance with benefits regulations
  • Oversee new group insurance contracts and annual renewals
  • Implement wellness initiatives and communication strategies
  • Support marketing and placement of new benefit products
  • Identify cost-reduction opportunities through plan modeling
  • Coordinate and manage client meetings, including on-site visits
  • Create employee communications for benefits updates and renewals
  • Stay informed about industry trends and regulatory changes

Benefits

  • Hybrid work model
  • Opportunity for professional development
  • Engagement with innovative employee benefits solutions
  • Collaborative team environment
  • Potential for cross-selling and client relationship growth
Full Job Description
Description and Requirements

About the Role:

The EB Account Manager is responsible for managing employee benefits accounts and acts as the primary day-to-day contact for assigned clients. In this role, you will provide consultative guidance and oversee the delivery of services to ensure client satisfaction and compliance with industry standards.

What You'll Do:
  • Manage a book of business, primarily consisting of fully insured clients, with some self-insured plans as applicable.
  • Serve as the main liaison between clients and insurance carriers, delivering proactive and personalized support.
  • Educate and advise clients on employee benefits compliance matters, including ERISA, COBRA, FMLA, Form 5500 reporting, and Health Care Reform.
  • Set up new group insurance contracts and oversee the annual renewal process, including preparing contractual changes.
  • Implement and manage client programs such as wellness initiatives, communication strategies, and pharmacy programs.
  • Support the marketing and placement of new benefit products, including carrier evaluations, quote analysis, and client recommendations.
  • Develop alternative strategies, plan modeling, and identify cost-reduction opportunities.
  • Champion cross-selling initiatives and contribute to the growth and retention of client relationships.
  • Coordinate, manage, and participate in client meetings, including on-site meetings as needed.
  • Develop employee communications for renewals, enrollment, and benefit changes, and provide oversight and resolution support for client issues such as contract interpretation and billing.
  • Stay up to date on industry developments, regulatory changes, and emerging employee benefits trends.

What We're Looking For:
  • 2+ years of experience in employee benefits or a related marketplace.
  • Bachelor's degree preferred.
  • Strong, practical understanding of employee benefit plan design, funding arrangements, and compliance requirements.
  • Active Life and Disability insurance license or the ability to obtain one within 4 months of employment.
  • Proficiency with Microsoft Office and internet-based applications.
  • Excellent communication, negotiation, and presentation skills.
  • Ability to work both independently and collaboratively, exercising professional judgment while balancing multiple priorities.
  • Skilled at reviewing complex information and developing client-focused solutions.
  • Attention to detail with the ability to self-review work for accuracy.


#LI-AM2

#Hybrid

$72,000 - $90,000

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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