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Description and Requirements
General Description: Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities.
Responsibilities:
· Manage a complex book of business with various funding methods, advanced contract features and structure that requires a higher level of experience, technical expertise, and customization.
· Provide proactive, personalized support to assigned high-touch, complex Employee Benefits clients.
· Primary contact between clients and insurance carriers. Provide best-in-class service to retain clients and drive growth.
· Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.
· Manage client renewals. Negotiate terms and conditions with carriers on behalf of clients.
· Lead client meetings regarding renewals and utilization reports.
· Champion client cross-selling initiatives and develop customer accounts.
· Lead client interests in internal USI Technical Resources where appropriate.
· Represent client interests during internal USI account strategy meetings.
· Participate in peer review as both participant and reviewer of standard and complex deliverables.
· Anticipate client needs and identify the strategies to solve them.
· Prepare materials for client meetings. Including but not limited to agendas, reports, calendars, custom reports, etc.
· Technical expert for clients and internal team members on all Compliance topics. Includes, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.
· Conduct on site and virtual meetings to communicate or administer benefit plans for clients.
· Develop employee communications for renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
· Resolution support and oversight of employee issues such as enrollment and billing issues.
· Develop and deliver periodic training content to other service team members.
· Ownership for multiple initiatives and special projects to support the service team.
Knowledge, Skills and Abilities:
· 4 years + of experience in employee benefits industry or related marketplace.
· College degree preferred.
· Strong knowledge of Employee Benefits.
· Must currently hold a life and disability insurance license or obtain it within 4 months following date of employment.
· Comfortable with internet-based programs and Microsoft Office products.
· Strong communication, negotiation, and presentation skills.
· Able to work in a fast-paced, team environment with minimal instruction.
· Able to define problems and generate potential solutions.
· Keep informed about industry information, technology, and trends.
· Good attention to detail and ability to self-check work.
· Able to carry out complex tasks with many concrete and abstract variables.
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, and bending.
- Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
- Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
- Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
- Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
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 12 paid holidays.