Employee Benefits Account Manager, Select

Requirements

Manage and retain a book of assigned small employee benefits accounts.

Serve as clients’ day-to-day contact.

• Service a high volume of accounts independently; without sales associate’s involvement.
• Utilize carrier websites and online rating systems.
• Provide proactive, personalized support to assigned clients.
• Act as primary contact between clients and insurance carriers.
• Provide insurance technical expertise to clients.
• Educate, advise, and aid clients on all compliance topics. Includes ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Respond to requests for information, documents, and employee benefits insurance inquiries.
• Manage the renewal process for accounts including the preparation of appropriate contractual changes.
• Communicate final placement details and instructions to insurers and clients.
• Manage the marketing and placement process for new benefit product offerings. Includes preparation of client application and determine most appropriate carriers.
• Analyze and compare carrier quotes and products. Make recommendations to clients.
• Cook up and manage client communications via email, phone, and virtual online meetings.
• Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.
• Introduce clients to USI Benefit Resource Center for resolution support. Includes assistance with claims issues and benefit plan/policy questions.
• Introduce clients to USI value-add services where appropriate.
• Maintain a high degree of accuracy in agency management and document management systems.
• Ensure client deliverable standards are met.
• Participate in peer review with team members.
• Keep current with industry information, technology, and trends.

Qualifications

• 3-5 years’ experience in employee benefits industry or related marketplace.
• College degree preferred.
• Customer service experience preferred.
• Must hold life and disability insurance license.
• Comfortable with internet-based programs and Microsoft Office products.
• Ability to set priorities and manage deadlines.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Strong oral and written communications skills.
• Ability to define problems and generate potential solutions.

Benefits

• Salary range: $70,000- $80,000.
• This is a bonus eligible position with a target incentive of 5%.

Skills

• Knowledge of employee benefits industry.
• Experience with carrier websites and online rating systems.
• Proactive and personalized client support skills.
• Insurance technical expertise.
• Compliance knowledge (ERISA, COBRA, FMLA, 5500s and Health Care Reform).
• Communication and interpersonal skills.
• Problem-solving and decision-making abilities.
• Technical proficiency with internet-based programs and Microsoft Office products.
• Ability to prioritize and manage tasks.
• Ability to work in a fast-paced, team environment.
• Ability to handle complex tasks with many variables.
• Strong communication skills.
• Ability to define and solve problems.

Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world, offering a full suite of competitive benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs.

USI is committed to providing a full-suite of competitive benefits for its growing population and diverse needs, including a generous paid time off policy, paid family leave benefit, and paid holiday time.

USI is nationally recognized as a top insurance employer, having been named to Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025), Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025), and Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).

USI is also certified as a Great Place To Work two years in a row (2024-2025).

USI offers a wide range of industry-leading programs, rewards, and recognition, including a comprehensive wellness program, college scholarships for associates' children, and financial help in times of need.

USI is deeply committed to community engagement and environmental sustainability, partnering with local non-profits, animal shelters, and environmental projects to build a better future.

USI is dedicated to creating a diverse, equitable, and inclusive workplace, offering a variety of education and training resources, employee support programs, and community outreach initiatives to foster a more inclusive culture.