Senior Account Manager

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.
• Regular client contact and in-person attendance at client meetings.
• Engage clients, where appropriate, with internal USI Technical Resources.
• Educate, advise, and aid clients on all Compliance topics, including ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
• Develop employee communications for renewal changes, enrollment procedures, benefit changes, and clarifications.
• Participate in peer review as both a participant and reviewer of client deliverables.
• Develop training content and deliver it to the Account Management team.

Knowledge, Skills, and Abilities:

• 4+ years of experience in employee benefits industry; college degree preferred.
• Prior customer service experience is preferred.
• Must hold or be willing to earn life and disability insurance license.
• Comfortable with internet-based programs and Microsoft Office.
• Ability to prioritize and manage deadlines.
• Ability to handle complex tasks with many variables.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Effective communication skills in front of an audience.
• Problem-solving skills and solution generation.
• Stay informed about industry trends and technology.

Additional Information: USI is a leading insurance brokerage and consulting firm with extensive resources, industry recognition, and a commitment to diversity and community engagement. We offer comprehensive benefits, including health, wellness, retirement, paid time off, and more. This position offers a salary range of $85,000 - $115,000, with bonus potential, and is eligible for paid time off and sick leave.