Employee Benefits Account Manager, Select

Requirements

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

Serve as clients’ day-to-day contact.

Responsibilities

• 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.
• Function 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 determining 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

• 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 conduct complex tasks with many concrete and abstract variables.
• Strong oral and written communications skills.
• Ability to define problems and generate potential solutions.

Skills

• Knowledge of employee benefits industry.
• Technical expertise in insurance.
• Compliance knowledge (ERISA, COBRA, FMLA, 5500s and Health Care Reform).
• Communication skills (oral and written).
• Problem-solving abilities.

Benefits

• Salary Range: $65,000 - $80,000.
• This is a bonus eligible position with a target incentive of 5%.
• 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.
• Generous paid time off policy, paid family leave benefit, and paid holiday time.

Pay

$65,000 - $80,000.

This is a bonus eligible position with a target incentive of 5%.

Schedule

N/A