EB Account Manager

About the Role

The EB Account Manager is responsible for managing employee benefits accounts and acts as the primary day-to-day contact for assigned clients. In this role, you will provide consultative guidance and oversee the delivery of services to ensure client satisfaction and compliance with industry standards.

Responsibilities

• Manage a book of business, primarily consisting of fully insured clients, with some self-insured plans as applicable.
• Serve as the main liaison between clients and insurance carriers, delivering proactive and personalized support.
• Educate and advise clients on employee benefits compliance matters, including ERISA, COBRA, FMLA, Form 5500 reporting, and Health Care Reform.
• Set up new group insurance contracts and oversee the annual renewal process, including preparing contractual changes.
• Implement and manage client programs such as wellness initiatives, communication strategies, and pharmacy programs.
• Support the marketing and placement of new benefit products, including carrier evaluations, quote analysis, and client recommendations.
• Develop alternative strategies, plan modeling, and identify cost-reduction opportunities.
• Champion cross-selling initiatives and contribute to the growth and retention of client relationships.
• Coordinate, manage, and participate in client meetings, including on-site meetings as needed.
• Develop employee communications for renewals, enrollment, and benefit changes, and provide oversight and resolution support for client issues such as contract interpretation and billing.
• Stay up to date on industry developments, regulatory changes, and emerging employee benefits trends.

Requirements

• 2+ years of experience in employee benefits or a related marketplace.
• Bachelor’s degree preferred.
• Strong, practical understanding of employee benefit plan design, funding arrangements, and compliance requirements.
• Active Life and Disability insurance license or the ability to obtain one within 4 months of employment.
• Proficiency with Microsoft Office and internet-based applications.
• Excellent communication, negotiation, and presentation skills.
• Ability to work both independently and collaboratively, exercising professional judgment while balancing multiple priorities.
• Skilled at reviewing complex information and developing client-focused solutions.
• Attention to detail with the ability to self-review work for accuracy.

This is a hybrid role.

Benefits

• Comprehensive health, welfare, and financial benefits including medical, wellness, dental, and vision.
• 401(k) retirement plan.
• Flexible spending and health savings accounts.
• Short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs.
• Generous paid time off policy, paid family leave benefit, and paid holiday time.
• Employee reward and recognition programs, including Summit Awards for excellence.
• Award-winning wellness program.
• College scholarships for associates' children.
• Financial assistance in times of need.

About the Company

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. USI offers a dynamic personal and professional development culture with a robust set of risk management and benefit solutions through the USI ONE Advantage®.

USI is committed to a diverse and inclusive workplace through its I’m With U diversity and inclusion program, and is nationally recognized as a top insurance employer.