USI Holdings Corporation

Employee Benefits Senior Account Manager

USI Holdings Corporation • $95K — $100K *
Falls Church, VA 22042In-Person
Finance & Insurance
Less than 5 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • 4+ years in employee benefits or a related field
  • Bachelor's degree preferred
  • Prior customer service experience favored
  • Strong understanding of benefit plan design and compliance
  • Active Life and Disability insurance license or ability to obtain within 4 months
  • Proficient in Microsoft Office and internet applications
  • Excellent communication and negotiation skills

Responsibilities

  • Manage complex employee benefit accounts with diverse funding arrangements
  • Act as the primary contact between clients and insurance carriers
  • Lead client renewals, analyzing utilization results and negotiating plans
  • Provide expertise in employee benefits and support to the Account Management team
  • Educate clients on compliance matters such as ERISA and Health Care Reform
  • Conduct client meetings to present renewals and benefit recommendations
  • Coordinate with technical resources to address complex client needs
  • Develop employee communication for renewals and maintain oversight on client issues

Benefits

  • Hybrid work schedule with two days in office and three days remote
  • Opportunities for professional development and training
  • Engagement in industry trends and regulatory changes
  • Supportive team environment with a focus on quality and consistency
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. **This position offers a hybrid schedule in which the employee works two days per week in USI's Falls Church office and three days from the employee's home office.**

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-NB2

#LI-Hybrid

$95,000 - $100,000

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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