Employee Benefits Account Manager
Location:
CA - Los Angeles, CA - Torrance, CA - Woodland Hills
Apply nowGeneral Description: Manage Employee Benefits insurance accounts and service as their day-to-day contact.
Responsibilities:
- Manage a book of business comprised of fully insured clients but may include some self-insured clients.
- Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.
- As needed, prepare materials for client meetings. Educate, advise, and aid clients on all Compliance topics. Includes 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.
- Implement and manage programs recommended by technical resources. Includes wellness, communications, strategies, and pharmacy.
- 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.
- Develop alternative strategies, plan modeling and cost reduction opportunities.
- Champion client cross-selling initiatives and develop customer accounts.
- Conduct on-site meetings to communicate or administer benefit plans.
- Coordinate, manage, and attend client meetings.
- Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.
- Resolution support and oversight for client issues such as contract clarifications and billing.
Knowledge, Skills and Abilities:
- 4 years + of experience in employee benefits industry or related marketplace.
- College degree preferred.
- Strong knowledge of Employee Benefits.
- Must currently hold a life and disability insurance license or obtain it within 4 months following date of employment.
- Comfortable with internet-based programs and Microsoft Office products.
- Strong communication, negotiation, and presentation skills.
- Able to work in a fast-paced, team environment with minimal instruction.
- Able to define problems and generate potential solutions.
- Keep informed about industry information, technology, and trends.
- Good attention to detail and ability to self-check work.
- Able to carry out complex tasks with many concrete and abstract variables.
- Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
- Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
- Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
- Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
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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