EB Sr Account Manager

General Description: Manages complex Employee Benefit insurance accounts and services as their day-to-day contact.

Responsibilities:
* Manage a complex book of business with various funding methods, must have alternative funding, 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:
* 5+ years of experience in employee benefits industry. College degree preferred.
* Prior customer service experience is preferred.
* Must hold 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.

Hybrid work environment out of Albany, NY office.

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