Select Employee Benefit Account Manager- Midatlantic
USI Insurance Services · United States
- Hybrid
- Full-time
- $85,000 / year
- United States
Job highlights
- Manage employee benefits accounts independently.
- Serve as the primary client and carrier contact.
- Provide expertise on compliance and insurance.
- Handle renewals and new product marketing.
- Support client needs with USI resources.
About the role
Job Summary
USI Insurance Services is seeking a motivated Employee Benefit Account Manager to manage and retain a book of assigned small employee benefits accounts, serving as the primary day-to-day contact for clients. This role requires independent servicing of a high volume of accounts, utilizing carrier websites and online rating systems to provide proactive, personalized support. You will act as the main liaison between clients and insurance carriers, offering insurance technical expertise and educating clients on compliance topics such as ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
Responsibilities
- Independently service a high volume of employee benefits accounts.
- Utilize carrier websites and online rating systems for account management.
- Provide proactive, personalized support and act as the primary contact between clients and insurance carriers.
- Offer insurance technical expertise and educate clients on compliance topics (ERISA, COBRA, FMLA, 5500s, Health Care Reform).
- Respond to client inquiries, requests for information, and documents.
- Manage the renewal process, including contractual changes, and communicate placement details.
- Handle the marketing and placement process for new benefit product offerings, analyzing and comparing carrier quotes.
- Coordinate client communications via email, phone, and virtual meetings.
- Develop employee communications for benefit changes and enrollment procedures.
- Introduce clients to USI Benefit Resource Center for support and other USI value-add services.
- Maintain high accuracy in agency management and document management systems, ensuring client deliverable standards are met.
- Participate in peer review with team members and stay current with industry information, technology, and trends.
Knowledge, Skills, and Abilities
- 3-5 years of experience in the employee benefits industry or related marketplace.
- College degree preferred.
- Customer service experience preferred.
- Must hold or be willing to obtain a life and disability insurance license.
- Proficiency with internet-based programs and Microsoft Office Suite.
- Strong ability to set priorities, manage deadlines, and work in a fast-paced team environment with minimal instruction.
- Capacity to handle complex tasks with multiple variables.
- Excellent oral and written communication skills.
- Ability to identify problems and generate solutions.
Why USI?
USI is one of the largest insurance brokerage and consulting firms globally, with approximately $3 billion in revenue and over 10,500 associates nationwide. We foster a dynamic personal and professional development culture, investing heavily in our associates and celebrating their growth through unique reward and recognition programs.
Unrivaled Resources and Support
The USI ONE Advantage® is a game-changing value proposition offering clients robust risk management and benefit solutions with significant financial impact. This approach, based on Omni, Network, and Enterprise, delivers strategic, effective programs with demonstrated positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive compensation and benefits, USI offers programs like the Summit Awards to recognize excellence. We support associates' well-being through a wellness program, college scholarships for their children, and financial assistance. We also offer a generous paid time off policy, paid family leave, and paid holidays.
Deep Community Engagement
USI is committed to community involvement and environmental sustainability, supporting local organizations and eco-conscious initiatives.
Committed to a Diverse and Inclusive Workplace
Our I’m With U diversity and inclusion program provides education and resources to foster a diverse, equitable, and inclusive culture, enabling us to better serve our clients and communities.
Nationally Recognized as a Top Insurance Employer
USI has been consistently recognized as a Top Insurance Employer and a Best Place to Work in Insurance by industry publications for multiple consecutive years. We have also been named to Fortune’s Best Workplaces in Financial Services & Insurance and certified as a Great Place To Work.
Key Skills/Competency
- Employee Benefits
- Account Management
- Client Relations
- Insurance
- Compliance
- ERISA
- COBRA
- FMLA
- Communication Skills
- Problem-Solving
Skills & topics
- Employee Benefits
- Account Manager
- Insurance Brokerage
- Client Services
- Benefits Administration
- ERISA
- COBRA
- FMLA
- Small Business Benefits
- Health Care Reform
How to get hired
- Tailor your resume: Highlight 3-5 years of employee benefits experience and customer service skills.
- Showcase licenses: Emphasize any existing life and disability insurance licenses.
- Demonstrate proficiency: Detail your experience with Microsoft Office and online rating systems.
- Prepare for interviews: Be ready to discuss your problem-solving abilities and fast-paced work experience.
- Understand USI's culture: Research their commitment to community and associate development.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the typical experience required for an Employee Benefit Account Manager at USI Insurance Services?
- USI Insurance Services typically looks for candidates with 3-5 years of experience in the employee benefits industry or a related marketplace for the Employee Benefit Account Manager role. A college degree is preferred, and customer service experience is also highly valued.
- What are the essential compliance topics an Employee Benefit Account Manager must understand at USI Insurance Services?
- An Employee Benefit Account Manager at USI Insurance Services is expected to educate and advise clients on various compliance topics, including ERISA, COBRA, FMLA, 5500s, and Health Care Reform. Strong knowledge in these areas is crucial for client support.
- Does USI Insurance Services offer professional development for their Employee Benefit Account Managers?
- Yes, USI Insurance Services emphasizes a dynamic personal and professional development culture. They invest heavily in their associates and celebrate growth through unique reward and recognition programs, indicating a commitment to ongoing learning and career advancement for roles like the Employee Benefit Account Manager.
- What is the USI ONE Advantage® and how does it relate to the Employee Benefit Account Manager role?
- The USI ONE Advantage® is a key value proposition at USI, providing clients with comprehensive risk management and benefit solutions. For an Employee Benefit Account Manager, this means leveraging these resources to offer clients strategic and effective programs with demonstrable financial impact.
- What kind of support can an Employee Benefit Account Manager expect to provide clients at USI Insurance Services?
- An Employee Benefit Account Manager provides day-to-day support, acting as the primary contact for clients and insurance carriers. This includes technical expertise, compliance guidance, managing renewals, and introducing clients to USI's Benefit Resource Center for claims and plan questions.
- What technical skills are most important for an Employee Benefit Account Manager at USI Insurance Services?
- Key technical skills for an Employee Benefit Account Manager include proficiency with internet-based programs, Microsoft Office Suite, and carrier websites/online rating systems. The ability to manage agency and document management systems with high accuracy is also essential.
- What is the salary range for an Employee Benefit Account Manager at USI Insurance Services?