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Employee Benefits - Sr. Account Manager


TX - Houston

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General Description: Manage complex Employee Benefit insurance accounts and services as their day-to-day contact.


·         Manage a complex book of business with various funding methods and increased levels of customization.

·         Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.

·         Provide insurance expertise to clients and act as a knowledge resource for other members of the Account Management team.

·         Manage client renewals and negotiate with carriers on behalf of clients.

·         Lead client meetings regarding renewal and utilization results.

·         Regular client contact and in-person attendance at client meetings.

·         As needed, prepare materials for client meetings.

·         Engage clients, where appropriate, with internal USI Technical Resources.

·         Educate, advise, and aid clients on all Compliance topics. Includes ERISA, COBRA, FMLA, 5500s, and Health Care Reform. 

·         Conduct on-site meetings to communicate or administer benefit plans.

·         Develop employee communications for renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications. 

·         Resolution support and oversight for client issues such as contract clarification and billing.

·         Participate in peer review as both a participant and a reviewer of standards client deliverables.

·         Develop training content and deliver it to the Account Management team.

·         Keep current on industry information, technology, and trends.

Knowledge, Skills and Abilities:

·         4 years + of experience in the employee benefits industry.

·         College degree preferred.

·         Prior customer service experience is preferred.

·         Must hold or be willing to earn a life and disability insurance license.

·         Comfortable with internet-based programs and Microsoft Office products.

·         Ability to set priorities and manage deadlines.

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

·         Work independently utilizing all tools and resources available.

·         Ability to work in a fast-paced, team environment with minimal instruction.

·         Ability to communicate in a clear, concise, and concrete way in front of an audience.

Ability to define problems and generate potential solutions.


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