Job Description

General Description: Manages complex Employee Benefit insurance accounts and services as their day-to-day contact.

Responsibilities:

• Manage a complex book of business with various funding methods and increased levels of customization.
• Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.
• Provide insurance expertise to clients and act as a knowledge resource for other members of the Account Management team.
• Manage client renewals and negotiate with carriers on behalf of clients.
• Lead client meetings regarding renewal and utilization results.
• Maintain regular client contact and attend in-person client meetings.
• Engage clients with internal USI Technical Resources when appropriate.
• Educate, advise, and assist clients on all Compliance topics, including ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
• Develop employee communications for renewal changes, enrollment procedures, and other benefit-related updates.
• Participate in peer reviews of client deliverables, both as a reviewer and participant.
• Develop and deliver training content to the Account Management team.

Knowledge, Skills, and Abilities:

• 4+ years of experience in the employee benefits industry; college degree preferred.
• Prior customer service experience is preferred.
• Must hold or be willing to obtain a life and disability insurance license.
• Proficient with internet-based programs and Microsoft Office.
• Strong ability to prioritize and meet deadlines.
• Capable of managing complex tasks with multiple variables.
• Effective in a fast-paced, team-oriented environment with minimal supervision.
• Excellent communication skills, clear and concise in front of audiences.
• Problem-solving skills with the ability to generate solutions.
• Stay informed about industry trends, technology, and best practices.

Why USI? USI is a leading insurance brokerage with over $2.7 billion in revenue and more than 10,000 associates nationwide. We foster a dynamic culture focused on personal and professional growth, supported by extensive resources and recognition programs. Our USI ONE Advantage offers strategic risk management and benefit solutions that deliver tangible economic benefits. We are committed to diversity, community engagement, and providing comprehensive benefits, including health, wellness, and financial programs. Recognized as a top employer, USI values a diverse and inclusive workplace, and offers competitive salaries ranging from $95,000 to $115,000, plus bonuses, based on experience and qualifications.

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