Account Manager; Select

Employee Benefit Account Manager;
Select

Description and Requirements

This is a mainly remote role but to be considered, the candidate must sit near a USI Office in Illinois, Wisconsin, or in the St. Louis, MO area.

Manage and retain a book of assigned small employee benefits accounts. Serve as clients’ day‑to‑day contact.

• Serve 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, including 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, including preparation of client application and determining most appropriate carriers. Analyze and compare carrier quotes and products. Make recommendations to clients.
• Coordinate 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, including 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.

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

With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one‑of‑a‑kind employee reward and recognition programs.

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game‑changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award‑winning wellness program, college scholarships for associates’ children, and financial help in times of need.

We…