Sr EB Select Account Manager

General Description: Consultative account management partner for small employee benefits accounts. 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 benefit plan designs. Includes 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. Includes alternative funding requirements, ERISA, COBRA, FMLA, 5500s and Health Care Reform.   

• Act as primary contact between clients and insurance carriers. Respond to requests for information, documents, and employee benefits insurance inquiries. 

• Accountable for marketing and placement of client insurance renewals and new business. Includes: 

• Evaluating 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. Includes 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. Participate in peer review with team members.  

• Keep current with industry information, technology, and trends.  

 

Knowledge, Skills, and Abilities: 

• 4 years + experience in employee benefits industry or related marketplace.  

• College degree preferred.  

• Customer service experience preferred. 

• Must hold or be willing to earn 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 carry out complex tasks with many concrete and abstract variables.   

• Strong verbal and written communications skills.  

• Ability to define problems and generate potential solutions.   

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*Remote but must reside in Texas near a USI Office