Description and Requirements

General Description: Consultative account management partner for small employee benefits accounts (1 -100 lives). Activities include marketing, compliance education, strategic planning, plan implementation, and carrier issue resolution. Serve as day-to-day contact for larger, more complex small business clients.

Responsibilities:
• Provide proactive, consultative support to a book of assigned clients. Lead all meetings and interactions with clients.
• Evaluate Select product offerings and/or alternative funding programs for clients. As appropriate, guide clients through the transfer from fully insured to alternative funding benefit plan designs. Includes educating clients on underwriting and compliance requirements.
• Interpret clients' current coverage plans, identify gaps, and recommend opportunities to expand lines of coverage. Provide insurance technical expertise to clients.
• Educate, advise, and aid clients on all compliance topics. Includes alternative funding requirements, ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Function as primary contact between clients and insurance carriers. Respond to requests for information, documents, and employee benefits insurance inquiries.
• Accountable for marketing and placement of client insurance renewals and new business. Includes:
• Evaluating plan options via quoting systems, general agents, and direct carrier engagement.
• Negotiate with carriers on renewal rate increases and prepare appropriate contractual changes.
• Provide insurance plan options and recommendations to clients.
• Communicate final placement details to insurers, clients, and participants.
• Develop employee communications for renewal changes, enrollment procedures, benefit changes, and/or clarifications.
• Introduce clients to USI Benefit Resource Center for resolution support. Includes assistance with claims issues and benefit plan/policy questions.
• Provide oversight and assistance with employee issues such as enrollment and billing issues.
• Introduce clients to USI value-add services where appropriate.
• Maintain a high degree of accuracy in agency management and document management systems.
• Ensure client deliverable standards are met. Participate in peer review with team members.
• Keep current with industry information, technology, and trends.

Knowledge, Skills, and Abilities:
• 4+ years' experience in employee benefits insurance experience.
• College degree preferred.
• Customer service experience preferred.
• Must hold a Life & Disability insurance license.
• Comfortable with internet-based programs and Microsoft Office products.
• Ability to set priorities and manage deadlines.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Ability to conduct complex tasks with many concrete and abstract variables.
• Strong verbal and written communications skills.
• Ability to define problems and generate potential solutions.

#LI-CG1

#LI-Remote

Salary Range: $80,000- $95,000. This is a bonus eligible position with a target incentive of 5%.