Benefits Account Manager: Client-Focused Renewal Expert

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

Job summary

USI Insurance Services in Seattle seeks a detail‑oriented Benefits Account Manager to manage and retain a book of small employee benefits accounts, serving as the day‑to‑day contact for clients and carriers.

You will service a high volume of accounts independently, provide proactive support, and coordinate renewals, enrollments, and communications to ensure accuracy, timeliness, and compliance with ERISA, COBRA, FMLA and Health Care Reform.

Qualifications

• 3-5 years of experience in the 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.
• Ability to set priorities and manage deadlines.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Strong oral and written communications skills.
• Ability to define problems and generate potential solutions.

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

3-5 years experience

Customer service experience

Strong communication skills

Life and disability license

Ability to work in fast-paced team

Microsoft Office proficiency

Education

College degree preferred

Tools

Microsoft Office

Job description

USI Insurance Services in Seattle seeks a detail‑oriented Benefits Account Manager to manage and retain a book of small employee benefits accounts, serving as the day‑to‑day contact for clients and carriers.

You will service a high volume of accounts independently, provide proactive support, and coordinate renewals, enrollments, and communications to ensure accuracy, timeliness, and compliance with ERISA, COBRA, FMLA and Health Care Reform.