Employee Benefits Account Manager

Overview

This position serves as the primary service contact for the client and is responsible for client satisfaction including marketing and analytical support. This position is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality.

Major Responsibilities

• Manage a book of business comprised of locally and nationally located clients, mostly fully insured, with some self-insured clients.
• Act as the primary contact between clients and insurance carriers; retain clients through customer service with open and clear communication channels among clients, producers, and internal partners. Ensure accurate and timely responses between all parties.
• Manage the marketing process including obtaining client census and quotes, preparing and submitting bid specifications, and evaluating results to prepare recommendations for clients.
• Create client proposals with current and renewal details and marketplace options. Communicate final placement details and instructions to insurers and customers.
• Utilize analytical tools to develop alternative strategies, plan modeling and cost reduction opportunities.
• Identify problems, summarize and develop strategic solutions aligned with the company culture, mission, and future staffing needs.
• Support and contribute to strategic conversations initiated by Sales Producers during internal and external client meetings.
• Attend client meetings on site at client locations as needed.
• Prepare materials for client meetings, including agendas, reports, and calendars based on USI templates.
• Maintain regular client contact as established by the client service calendar and renewal timeline through electronic, telephonic, and in-person methods.
• Educate, advise, and assist clients on all compliance topics including ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
• Understand and communicate USI value propositions such as Population Health Management, Analytics, and Benefit Resource Center.
• Communicate due dates, timelines, and expectations to clients and partners.
• Install new group insurance contracts for existing or new clients, matching client needs with available resources.
• Administer renewals, including preparing appropriate contractual changes.
• Conduct on-site meetings to communicate benefit plans to employees and / or administrators.
• Develop employee memorandum drafts for annual renewal changes, enrollment procedures, and other benefit changes or clarifications.
• Provide resolution support and oversight of employee issues such as enrollment and billing.
• Other miscellaneous duties as assigned.

Knowledge, Skills And Abilities

Why USI?

With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. USI emphasizes dynamic personal and professional development, investing in associates and recognizing growth and success through reward programs.

USI ONE Advantage delivers risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three elements that differentiate USI. We develop strategic, timely, and effective risk management and benefit programs with clear communication of their economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through awards programs and wellness initiatives. We offer scholarships for associates' children and financial assistance in times of need.

Community Engagement and Culture

We are committed to giving back to local communities and supporting a culture of environmental sustainability through volunteerism, partnerships with eco-conscious vendors, and reducing our environmental footprint. We are dedicated to a diverse, equitable, and inclusive workplace through ongoing education and training resources, employee support programs, and community outreach initiatives.

National Recognition

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