Benefits Account Manager - Client-Focused ERISA Expert

Usi, Inc.; Raleigh (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Usi, Inc. is seeking an experienced professional to manage a portfolio of small employee benefits accounts and serve as the day-to-day contact for clients.

You will independently service a high volume of accounts, educate clients on ERISA, COBRA, FMLA, and other health-care regulations, and coordinate renewals, quotes, and carrier placements. The role emphasizes proactive client support and accurate documentation.

Qualifications

• 3-5 years’ experience in employee benefits industry or related marketplace.
• College degree preferred.
• Customer service experience preferred.
• Must hold life and disability insurance license.
• Comfortable with internet-based programs and Microsoft Office products.

Responsibilities

• Service a high volume of accounts independently; without sales associate’s involvement.
• Provide proactive, personalized support to assigned clients. Act as primary contact between clients and insurance carriers.
• Provide insurance technical expertise to clients. Educate, advise, and aid clients on all compliance topics. Includes ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Respond to requests for information, documents, and employee benefits insurance inquiries.
• Manage the renewal process for accounts including the preparation of appropriate contractual changes.
• Communicate final placement details and instructions to insurers and clients.
• Manage the marketing and placement process for new benefit product offerings. Includes preparation of client application and determine most appropriate carriers.
• Analyze and compare carrier quotes and products. Make recommendations to clients.
• Coordinate and manage client communications via email, phone, and virtual online meetings.
• Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.
• Introduce clients to USI Benefit Resource Center for resolution support. Includes assistance with claims issues and benefit plan/policy questions.
• Introduce clients to USI value-add services where appropriate.
• Maintain a high degree of accuracy in agency management and document management systems.
• Ensure client deliverable standards are met. Participate in peer review with team members.
• Keep current with industry information, technology, and trends.

Skills

Customer service

Oral communication

Written communication

Prioritization

Teamwork

Time management

Life & disability license

Education

Bachelor's degree

College degree preferred

Tools

Microsoft Office

Job description

Usi, Inc. is seeking an experienced professional to manage a portfolio of small employee benefits accounts and serve as the day-to-day contact for clients.

You will independently service a high volume of accounts, educate clients on ERISA, COBRA, FMLA, and other health-care regulations, and coordinate renewals, quotes, and carrier placements. The role emphasizes proactive client support and accurate documentation.