USI Insurance

General Description: Manages complex Employee Benefit insurance accounts and services as their day-to-day contact.  **This position offers a hybrid schedule with the employee working part-time from our Blue Bell office and part-time from their home office.**

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.

o Prepare client application for review.

o Determine most appropriate carriers.

o Analyze and compare carrier quotes and coverage offerings.

o 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 30 days 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.

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