Employee Benefits - Sr. Account Manager
Location:
TX - Houston
Apply nowGeneral Description: Manage complex Employee Benefit insurance accounts and services as their day-to-day contact.
Responsibilities:
· 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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