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Senior Account Manager

Location:

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.


Job ID:

24571

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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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