EB Account Manager

Description and Requirements General Description: Manages Employee Benefits insurance accounts and services as their day-to-day contact. Major Responsibilities Manage a book of business comprised of fully insured clients but may include some self-insured clients. Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers. As needed, preparation of materials needed for client meetings. 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. Implement and manage programs recommended by technical resources (e.g. wellness, communications, strategies, pharmacy). 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. Develop alternative strategies, plan modeling and cost reduction opportunities. Champion client cross‑selling initiatives and develop customer accounts. Conduct on‑site meetings to communicate or administer benefit plans. Coordinates, manages and attends client meetings both virtually and in person. Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications. Resolution support and oversight for client issues such as contract clarifications and billing. Knowledge, Skills and Abilities 2-4 years experience in employee benefits industry or related marketplace. 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 products. Ability to set priorities and manage deadlines. Ability to work in a fast‑paced, team environment with minimal instruction. Keep informed about industry information, technology and trends. Ability to carry out complex tasks with many concrete and abstract variables. Why USI? With approximately $3 billion in revenue and over 10,500 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. Unrivaled Resources and Support 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. Industry‑Leading Programs, Rewards, and Recognition 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. Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non‑profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco‑conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future. Committed to a Diverse and Inclusive Workplace Our award‑winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. Nationally Recognized as a Top Insurance Employer Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025). Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025). Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). Certified as a Great Place To Work two years in a row (2024-2025). Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions! 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. #J-18808-Ljbffr USI Insurance Services