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Employee Benefits Account Manager


NY - Melville

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General Description:  The Account Manager helps clients and their employees with benefit or claim questions. 


  • Assist clients and their employees with claim, billing, enrollment and servicing issues.
  • Assist clients with administrative questions about enrollment, eligibility and special contract provisions. 
  • Consult clients on annual open enrollment renewal options available and alternative carriers. 
  • Handle all inbound and outbound client calls.
  • Resolve day-to-day issues for clients with a proactive approach towards frequent issues.
  • Educate, advise and aid clients on HIPAA, COBRA and other Health Care Reform topics.
  • Coordinate onboarding of new clients and ensure set up quickly and accurately.
  • Process all policy changes, endorsements and other requests of clients and brokers.
  • Identify cross-selling opportunities.
  • Send and follow up on requests for broker of record changes and account terminations.
  • Follow system and Account Manager workflow.
  • Meet personal/team qualitative and quantitative targets. Processes all incoming work volume within the established goals and parameters.
  • Respond to emails and voicemails within 24 business hours. Resolution within 3 business days. Contact clients with delinquent and non-payment accounts to obtain payment. Correct billing errors.
  • Submit the appropriate notification forms to the commission department.
  • Maintain accurate client and team information in agency management system.
  • Special projects as needed.

Knowledge, Skills and Abilities:

  • 2+ years experience working in a group health insurance setting, preferably in a brokerage environment. 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.
  • Effective communication skills when dealing with co-workers, brokers, clients and carriers.
  • Strong verbal and written communication skills.
  • Ability to work in a team environment.
  • Familiar with products, services, competitive offerings, market needs and industry trends.
  • Understanding of health and ancillary benefit plan designs and claim procedures.
  • Experienced in Microsoft Office products including Word, Excel and PowerPoint.
  • Strong analytical skills capable of using and interpreting benefit related facts and figures

Physical Demands:

Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner and mail machine. Physical tasks of job include walking, sitting, standing, bending and typing.

Analysis of Physical Demands:

  • Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
  • Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend.
  • Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.
  • Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/ turning including reaching over shoulder or above head, kneeling or squatting.

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.

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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