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.

What You'll Do

• 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.
• Cook up 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.

What We're Looking For

• 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.

Why USI?

• Achieved recognition as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Nominated to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Nominated to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

Unrivaled Resources and Support

• Comprehensive health, welfare, and financial benefits including medical, wellness, dental, and vision plans, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs.
• A generous paid time off policy, paid family leave benefit, and paid holiday time.

Deep Community Engagement

• Commitment to giving back to local communities and supporting environmental sustainability through various initiatives.

Committed to a Diverse and Inclusive Workplace

• Award-winning diversity and inclusion program that educates associates and supports community outreach initiatives.