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.
• Able 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 insurance 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).
• Effective communication and problem-solving skills.
• Ability to manage multiple tasks and deadlines.
• Ability to work in a fast-paced, team environment.
• Ability to analyze and compare data.
• Ability to make recommendations based on analysis.
• Ability to communicate effectively via various mediums.
• Ability to develop and implement communication plans.
• Ability to introduce clients to additional services.
• High level of accuracy in agency management and document management systems.
• Ability to ensure client deliverable standards are met.
• Ability to participate in peer reviews.
• Ability to stay updated with industry information, technology, and trends.

Pay

$70,000- $80,000.

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

Schedule

N/A