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Senior Account Manager - Employee Benefits


CA - Irvine

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Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate 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.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

·        Insurance Business America’s Top Insurance Workplaces, three years in a row (2018-2020).

·        Business Insurance’s 2020 list of Best Places to Work in Insurance.

·        Forbes Best Large Employers in America (2018-2019).

Ranked as one of Forbes Best Large Employers in America (2018-2019).

General Description: Manages 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.
  • Engage clients, where appropriate, with internal USI Technical Resources.
  • Educate, advise and aid clients on all Compliance topics. Includes, but not limited to, 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. 
  • 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.

Knowledge, Skills, and Abilities:

  • 4+ years of experience in employee benefits industry. College degree preferred.
  • Prior customer service experience is preferred.
  • Must hold or be willing to earn 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.
  • 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.
  • Keep informed about industry information, technology, and trends.

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.

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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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