Employee Benefits 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.

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

• Competitive pay, incentives, and benefits.
• Medical, wellness, dental, and vision coverage.
• 401(k) retirement plan.
• Flexible spending and health savings accounts.
• Short and long-term disability insurance.
• Life insurance and other unique employer-sponsored and voluntary programs.
• Generous paid time off policy, paid family leave benefit, and paid holiday time.
• Summit Awards program for recognizing excellence.
• Award-winning wellness program.
• College scholarships for associates' children.
• Financial assistance in times of need.

About the Company

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. USI offers a dynamic personal and professional development culture with one-of-a-kind employee reward and recognition programs.

USI ONE Advantage® delivers robust risk management and benefit solutions with bottom-line financial impact through Omni, Network, and Enterprise—key elements that set USI apart from the competition.

USI is committed to a diverse and inclusive workplace through its I’m With U diversity and inclusion program, which includes education, training, support programs, and community outreach initiatives.

USI has been nationally recognized as a top insurance employer, including being named to Fortune’s Best Workplaces in Financial Services & Insurance list (2024-2025) and certified as a Great Place To Work (2024-2025).