Benefits Account Manager - Client Advisor & Renewals

USI Insurance Services; Charlotte (NC); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k)

Paid time off

Job summary

USI Insurance Services in Charlotte, North Carolina, is looking for an experienced individual to manage and retain a book of small employee benefits accounts. The role involves providing personalized support to clients, managing the renewal process, and ensuring high-quality service standards. Candidates should have at least 5 years' experience in the employee benefits industry and must be comfortable with Microsoft Office. A comprehensive benefits package and a competitive salary range of $65,000 to $80,000 are offered, along with a 5% bonus incentive.

Qualifications

• 5 years’ experience in the employee benefits industry or related marketplace.
• Strong oral and written communications skills.
• Comfortable with internet-based programs and Microsoft Office products.

Responsibilities

• Manage a book of assigned small employee benefits accounts.
• Provide proactive, personalized support to assigned clients.
• Manage the renewal process for accounts including the preparation of appropriate contractual changes.
• Coordinate and manage client communications via email, phone, and virtual online meetings.

Skills

Customer service experience

Oral and written communications skills

Ability to set priorities

Proficiency with Microsoft Office

Life and disability insurance license

Education

College degree preferred

Job description

USI Insurance Services in Charlotte, North Carolina, is looking for an experienced individual to manage and retain a book of small employee benefits accounts. The role involves providing personalized support to clients, managing the renewal process, and ensuring high-quality service standards. Candidates should have at least 5 years' experience in the employee benefits industry and must be comfortable with Microsoft Office. A comprehensive benefits package and a competitive salary range of $65,000 to $80,000 are offered, along with a 5% bonus incentive.