MBA Account Manager

General Description

Manages Employee Benefits insurance accounts and serves as their day-to-day contact.

• Act as the primary contact between clients and insurance carriers.
• Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Set up new group insurance contracts for existing clients or new clients.
• Manage the renewal process including the preparation of appropriate contractual changes.
• Develop alternative strategies, plan modeling and cost reduction opportunities.
• Champion client cross-selling initiatives and develop customer accounts.
• Regular client contact and in-person attendance at client meetings as needed.
• Conduct on-site meetings to communicate or administer benefit plans.
• May be responsible for the marketing and placement of new benefit products.
• Prepare client application for review.
• Determine most appropriate carriers.
• Analyze and compare carrier quotes and coverage offerings.
• Make recommendations to clients.
• Process all policy changes, endorsements and other requests as needed.
• Resolution support and oversight for client issues such as contract clarifications and billing.
• Maintain a high degree of accuracy in agency management systems.
• Special projects as needed.

• 2+ years experience in employee benefits industry or related marketplace. Brokerage environment and bachelor’s degree preferred.
• Accident & Health license is required or ability to obtain within three months from date of hire.
• Ability to creatively and proactively problem-solve.
• Ability to stay organized and focused in a busy environment.
• Personable and credible.
• Professional and dependable.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Keep informed about industry information, technology and trends.
• Detailed understanding of all types of health and ancillary benefit plan designs and claim procedures.
• Basic understanding of full and partially insured.
• Experienced in Microsoft Office products including Word, Excel and PowerPoint.
• Strong analytical skills capable of using and interpreting benefit related facts and figures.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.