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Senior Account Manager


PA - Warrendale

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General Description:  Responsible for the management of a complex book of business as the day-to-day client contact. Activities include new and renewal marketing, fielding questions, requests and coverage review.

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

  • Manage a complex book of business with various funding methods and increased levels of customization.
  • Act as the primary contact between clients and carriers.
  • Provide insurance expertise to clients and act as a knowledge resource for other members of the team.
  • Manage client renewals and negotiate with carriers on behalf of clients.

·        Consult and advise clients on renewal options (products and funding) available and alternative carriers.  Identify problems, summarize and develop strategic solutions to maintain client satisfaction.

  • Educate, advise and aid client on all Compliance topics including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.
  • Champion client cross-selling initiatives and develop customer accounts.
  • Conduct on-site meetings to communicate or administer benefit plans.
  • Develop alternative strategies, plan modeling and cost reduction opportunities.
  • Regular client contact and in-person attendance at client meetings.
  •  Process all policy changes, endorsements and other requests as needed.
  • Service, claims and billing.
  • Maintain a high degree of accuracy in agency management systems.
  • 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.

·        Special projects as needed.

Knowledge, Skills and Abilities:

·        5+ 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.  

·        Professional and dependable.  Personable and credible.

·        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 underwriting and alternate funding arrangements. Including full and partially insured, minimum premium, self-insured, etc.

·        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.

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