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Employee Benefits Account Manager


MN - Bloomington, MN - Minneapolis

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Come be a part of our success story and join our team as an Employee Benefits Account Manager!

Why USI?

USI has become a premier insurance brokerage and consulting firm because of our people and our culture as a team based, problem solving environment. We invest heavily in our associates through a unique professional development platform—USI ONE™ —a proprietary platform integrating analytics, networked resources and strategic planning to deliver highly customized solutions with economic impact. Along with tools and resources for career development, USI attracts, mentors, and retains best-in-class talent with one-of-a-kind employee reward and recognition programs and a passionate commitment to our local communities. We have a passion to be different and better -for our clients, communities and team members.

Now let’s talk about the position:

As an Employee Benefits Account Manager, you will serve as the primary service contact for the client and you will be responsible for client satisfaction.  This position is expected to consistently provide excellent customer service to accounts, as well as represent client need and goals within the organization to ensure quality.

What you’ll do:

  • Manage a book of Business comprised of local and national clients and are mostly fully insured but may include some self-insured clients.
  • Primary contact between clients and insurance carriers and retaining clients through customer service which includes open and clear communication channels with clients, producers and internal partners.  Ensure accurate and timely responses occur between all parties.
  • Identify problems, summarize and develop strategic solutions with the client by incorporating the company’s culture, mission and future staffing needs into our recommended strategic solutions.
  • Ability to understand, support and contribute to strategic conversations initiated by the Sales Producers during internal team meetings and external client meeting.
  • As needed, attend and actively participate in meetings with prospective clients as part of the USI Service Team.
  • Expected to attend client meetings on site at their location(s).  On occasion overnight travel may be required.
  • Expected to have regular client contact as established by the client service calendar and renewal timeline.  Client contact will include all methods: electronic, telephonic and in person.
  • Educate, advises and aid clients on all Compliance topics including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.
  • Install new group insurance contracts for existing clients or new clients effectively utilizing resources to match client needs.
  • Administer renewals including preparing appropriate contractual changes.
  • May be responsible for the marketing process which includes obtaining client census and quotes, preparing and submitting bid specifications and evaluating the results in preparing recommendations for clients.
  • May be responsible to create client proposals as necessary with current and renewal details as well as marketplace options. Communicate final placement details and instructions to insurers and customers.
  • Conduct on-site meetings to communicate to employees and/or administrator about their benefit plans.
  • Develop employee memorandum drafts for client to communicate the following annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications. 
  • Provide resolution support and oversight of employee issues such as enrollment and billing issues. When the Benefit Resource Center is not engaged, support with escalated claim issues is also expected.
  • Other miscellaneous duties as assigned.

What it takes to be an Employee Benefits Account Manager:

  • Minimum 2+ years of experience in employee benefits industry or related marketplace
  • High School Graduate. 4-year college degree or industry specific designation preferred.
  • Prior customer service experience is preferred.
  • Must currently hold life and disability insurance license (or must obtain it within 4 months following date of employment) and retain license by meeting the continuing education requirements.
  • High level of computer literacy including working knowledge of Windows2007, Excel, Word and PowerPoint.
  • Sets priorities and manages workflow independently to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
  • Develop and maintain excellent carrier relationships.
  • Strong ability to problem solve, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast paced environment.
  • Keep informed and further industry education, new product knowledge, legislation, coverage’s and technology to continuously improve knowledge and performance.
  • Refined verbal and written communication skills.
  • Strong presentation skills.
  • Good at attention to detail and ability to self-check work.
  • Ability to carry out complex tasks with many concrete and abstract variables. 

To discover why USI is an exceptional place to work or for consideration on this great career opportunity, please apply today!

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Notice to 3rd Party Recruiters

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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