USI Insurance

The Role:

As an Individual Service Account Manager, you will provide essential support and guidance to clients on benefit and claim-related inquiries. You will play a key role in ensuring our clients receive timely and accurate assistance, helping them navigate their health insurance needs with confidence.

What You'll Do:

• Assist clients with claims, billing, enrollment, and general servicing inquiries.
• Address administrative questions related to enrollment, eligibility, and special contract provisions.
• Advise clients during annual open enrollment on renewal options and alternative carriers.
• Handle all inbound and outbound client calls with professionalism and efficiency.
• Resolve day-to-day client issues with a proactive and solution-oriented approach.
• Coordinate onboarding for new clients, ensuring accurate and timely setup.
• Process policy changes, endorsements, and other requests from clients and sales representatives.
• Identify cross-selling opportunities.
• Initiate and follow up on broker of record changes and account terminations.
• Adhere to established workflows and system processes for Account Managers.
• Meet individual and team performance targets, processing work volume within defined goals and timelines.
• Respond to emails and voicemails within 24 business hours; resolve within 3 business days.
• Contact clients with delinquent and non-payment accounts to secure payment and correct billing discrepancies.
• Submit appropriate notification forms to the commission department.
• Maintain accurate client and team information in the agency management system.

What We're Looking For:

• Accident & Health license required, or ability to obtain within three months from date of hire.
• 2+ years of experience in individual health insurance, preferably within a brokerage environment.
• Bachelor’s degree preferred.
• Familiarity with health insurance products, services, market trends, and competitive offerings.
• Understanding of health and ancillary benefit plan designs and claim procedures.
• Excellent analytical skills with the ability to use and interpret benefit-related data and figures.
• Creative and proactive problem-solving abilities.
• Strong organizational skills and the ability to stay focused in a fast-paced, team environment.
• Effective communication skills for interactions with co-workers, brokers, clients, and carriers.
• Proficiency in Microsoft Office products, including Word, Excel, and PowerPoint.