4+ years of experience in the employee benefits industry.
Preferred college degree.
Previous customer service experience preferred.
Willingness to obtain life and disability insurance license.
Proficiency with Microsoft Office and internet-based programs.
Responsibilities
Manage a complex book of business with customized funding methods.
Provide proactive support as the primary contact for clients.
Offer insurance expertise and serve as a resource for the Account Management team.
Negotiate renewals with carriers on clients' behalf.
Lead meetings to discuss renewal and utilization results.
Attend client meetings regularly and conduct on-site sessions.
Educate clients on compliance topics including ERISA and Health Care Reform.
Benefits
Comprehensive health, dental, and vision insurance.
Paid time off, including family leave and holidays.
401(k) plan with employer contributions.
Financial support for employees in need.
Wellness programs and college scholarships for children of associates.
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.
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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 a generous paid time off policy, paid family leave benefit as well as paid holiday time.
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.
