Senior Select Employee Benefits Account Manager

General Description Consultative account management partner for small employee benefits accounts (1 - 100 lives). Activities include marketing, compliance education, strategic planning, plan implementation, and carrier issue resolution. Serve as day-to-day contact for larger, more complex small business clients. Responsibilities Provide proactive, consultative support to a book of assigned clients. Lead all meetings and interactions with clients. Evaluate Select product offerings and/or alternative funding programs for clients. As appropriate, guide clients through the transfer from fully insured to alternative funding designs, including educating clients on underwriting and compliance requirements. Interpret clients’ current coverage plans, identify gaps, and recommend opportunities to expand lines of coverage. Provide insurance technical expertise to clients. Educate, advise, and aid clients on all compliance topics, including alternative funding requirements, ERISA, COBRA, FMLA, 5500s, and Health Care Reform. Function as primary contact between clients and insurance carriers, responding to requests for information, documents, and employee benefits insurance inquiries. Accountable for marketing and placement of client insurance renewals and new business: Evaluate plan options via quoting systems, general agents, and direct carrier engagement. Negotiate with carriers on renewal rate increases and prepare appropriate contractual changes. Provide insurance plan options and recommendations to clients. Communicate final placement details to insurers, clients, and participants. 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. Provide oversight and assistance with employee issues such as enrollment and billing issues. 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 through participation in peer review with team members. Keep current with industry information, technology, and trends. Knowledge, Skills, and Abilities 4+ years’ experience in employee benefits insurance. College degree preferred. Customer service experience preferred. Must hold a Life & 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 verbal and written communication skills. Ability to define problems and generate potential solutions. Benefits USI offers a full suite of competitive health, welfare and financial benefits, including medical, wellness, dental and vision coverage, 401(k), flexible spending and health savings accounts, short-term and long-term disability, life insurance, and other employer-sponsored voluntary programs. Paid time off, paid family leave, and paid holiday time are also available. Compensation Salary Range: $80,000–$95,000. Bonus-eligible position with a target incentive of 5%. #J-18808-Ljbffr USI Insurance Services