Skip to content

Individual Retail Account Manager


NJ - Marlton, PA - Harrisburg

Apply now Share Share Individual Retail Account Manager with Facebook Share Individual Retail Account Manager with LinkedIn Share Individual Retail Account Manager with Twitter Share Individual Retail Account Manager with a friend via e-mail

General Description:  Manages Employee Benefits insurance accounts and serves as their day-to-day contact.

Responsibilities: include the following. Other duties may be assigned.

  • Act as the primary contact between clients and insurance carriers.
  • Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.
  • Set up new group insurance contracts for existing clients or new clients.
  • Manage the renewal process including the preparation of appropriate contractual changes.
  • Develop alternative strategies, plan modeling and cost reduction opportunities.
  • Champion client cross-selling initiatives and develop customer accounts.
  • Regular client contact and in-person attendance at client meetings as needed.
  • Conduct on-site meetings to communicate or administer benefit plans.
  • May be responsible for the marketing and placement of new benefit products.
  • Prepare client application for review
  • Determine most appropriate carriers
  • Analyze and compare carrier quotes and coverage offerings
  • Make recommendations to clients
  • Process all policy changes, endorsements and other requests as needed.
  • Resolution support and oversight for client issues such as contract clarifications and billing.
  • Maintain a high degree of accuracy in agency management systems.
  • Special projects as needed.

Knowledge, Skills and Abilities:

  • 2+ years experience in employee benefits industry or related marketplace. Brokerage environment and bachelor’s degree preferred.
  • Accident & Health license is required or ability to obtain within three months from date of hire.
  • Ability to creatively and proactively problem-solve.
  • Ability to stay organized and focused in a busy environment.
  • Personable and credible.
  • Professional and dependable.
  • Ability to work in a fast-paced, team environment with minimal instruction.
  • Keep informed about industry information, technology and trends.
  • Detailed understanding of all types of health and ancillary benefit plan designs and claim procedures.
  • Basic understanding of full and partially insured.
  • Experienced in Microsoft Office products including Word, Excel and PowerPoint.
  • Strong analytical skills capable of using and interpreting benefit related facts and figures

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:


Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
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.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email