EB Sr Account Manager

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.

Schedule

This position offers a hybrid opportunity. The employee will work two days in USI's office and the remainder from their home office.

Responsibilities

• 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.

Requirements

• 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.

Benefits

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs.

• Medical, wellness, dental and vision coverage
• 401(k) plan
• Flexible spending and health savings accounts
• Short and long-term disability
• Life insurance
• Other unique employer-sponsored and voluntary programs
• Generous paid time off policy
• Paid family leave benefit
• Paid holiday time