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Employee Benefits Account Manager

Location:

VA - Falls Church

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General Description:

This position serves as the primary service contact for complex clients and is responsible for client satisfaction. This position is expected to consistently provide excellent customer service and leadership to accounts, as well as represent client need and goals within the organization to ensure quality.

 



Major Responsibilities:


  • Individual would manage a complex book of business comprised of clients who are located both locally and nationally and are comprised of various funding methods, advanced contract features and structure that requires a higher level of experience and technical expertise.

  • Responsible for acting as the 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.

  • Ability to lead client meetings regarding renewal and utilization results in the absence of the Account Executive and/or Producer.

  • 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.

  • Expected to attend client meetings on site at their location(s). On occasion overnight travel may be required.

  • As needed, preparation of materials needed for client meetings including but not limited to agendas, reports, calendars, etc.

  • 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, advise and aid clients on all Compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.

  • Communicate due dates, timelines and expectation to clients and partners.

  • 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.

  • 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.

  • Develop and maintain excellent carrier relationships.

  • Provide leadership to the team that promotes teamwork by sharing experiences, assisting others when help is needed and maintaining a positive and professional attitude.

  • Ability to work on additional projects that supports the overall development and advancement of the Employee Benefits team.

  • Other miscellaneous duties as assigned.

     

    Knowledge, Skills, and Abilities:


  • Minimum 3-5+ years of experience in employee benefits industry or related marketplace.

  • 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 work flow independently to ensure efficient, timely and accurate processing of transactions and other responsibilities.

  • Able to assist and mentor fellow Associates as needed.

  • 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.

  • Ability to participate and support the development of fellow service team members as needed.

  • 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, coverages and technology to continuously improve knowledge and performance with the ability to articulate and educate those around them.

  • Refined verbal and written communication skills.

  • Strong presentation skills.

  • Ability to create and conduct trainings for internal Associates on various topics as needed.

  • Good at attention to detail and ability to self-check work.

  • Ability to carry out complex tasks with many concrete and abstract variables.


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Why USI?
With more than $2.5 billion in revenue and over 10,000 associates across 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. We invite you to learn more about what makes USI an exceptional place to work!

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, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educated 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 for six consecutive years (2018-2023).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
  • Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
  • Visit our Awards and Accolades page for a complete list of 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.

Job ID:

27157

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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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