General Description : Manages complex Employee Benefit insurance accounts and services as their day-to-day contact.
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Responsibilities :
- Manage a complex book of business with various funding methods and increased levels of customization.
- Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.
- Provide insurance expertise to clients and act as a knowledge resource for other members of the Account Management team.
- Manage client renewals and negotiate with carriers on behalf of clients.
- Lead client meetings regarding renewal and utilization results.
- Regular client contact and in-person attendance at client meetings.
- Engage clients, where appropriate, with internal USI Technical Resources.
- Educate, advise, and aid clients on all Compliance topics, including ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
- Develop employee communications for renewal changes, enrollment procedures, benefit changes, and clarifications.
- Participate in peer review as both a participant and reviewer of client deliverables.
- Develop training content and deliver it to the Account Management team.
Knowledge, Skills, and Abilities :
4+ years of experience in employee benefits industry; college degree preferred.Prior customer service experience is preferred.Must hold or be willing to earn life and disability insurance license.Comfortable with internet-based programs and Microsoft Office.Ability to prioritize and manage deadlines.Ability to handle complex tasks with many variables.Ability to work in a fast-paced, team environment with minimal instruction.Effective communication skills in front of an audience.Problem-solving skills and solution generation.Stay informed about industry trends and technology.Additional Information : USI is a leading insurance brokerage and consulting firm with extensive resources, industry recognition, and a commitment to diversity and community engagement. We offer comprehensive benefits, including health, wellness, retirement, paid time off, and more. This position offers a salary range of $85,000 - $115,000, with bonus potential, and is eligible for paid time off and sick leave.
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