Benefits Account Manager — Client Growth & Compliance

USI Insurance Services; Warwick (RI); On-site; USD 75,000 - 85,000; Full time

Job summary

USI Insurance Services is seeking an EB Account Manager to oversee a book of employee benefits clients, delivering consultative guidance and ensuring service delivery aligns with industry standards. You will act as primary day-to-day contact, manage renewals, and advise on compliance and plan design.

The role emphasizes collaboration with clients and carriers, wellness initiatives, and the growth and retention of client relationships across a mixed portfolio of fully insured and self-insured

Qualifications

• 2+ years of experience in employee benefits or a related marketplace.
• Bachelor's degree preferred.
• Active Life and Disability insurance license or the ability to obtain one within 4 months of employment.
• Proficiency with Microsoft Office and internet-based applications.
• Excellent communication, negotiation, and presentation skills.
• Ability to work both independently and collaboratively, exercising professional judgment.
• Attention to detail with the ability to self-review accuracy.

Responsibilities

• Manage a book of business, primarily fully insured with some self-insured plans.
• Serve as liaison between clients and insurance carriers with proactive support.
• Educate clients on ERISA, COBRA, FMLA, Form 5500 reporting, and Health Care Reform.
• Set up new group contracts and oversee annual renewal processes.
• Implement and manage wellness programs, communication strategies, and pharmacy programs.
• Support marketing and placement of new benefits products, including quotes.
• Develop cost-reduction strategies and plan modeling.
• Champion cross-selling and grow client relationships.
• Coordinate and participate in client meetings, including on-site when needed.
• Develop communications for renewals and enrollments and resolve billing issues.

Skills

Benefits knowledge

Communication

Negotiation

Presentation

Teamwork

Attention to detail

Education

Bachelor's degree preferred

Active Life and Disability license or ability to obtain within 4 months

Tools

Microsoft Office

Internet-based applications

Job description

USI Insurance Services is seeking an EB Account Manager to oversee a book of employee benefits clients, delivering consultative guidance and ensuring service delivery aligns with industry standards. You will act as primary day-to-day contact, manage renewals, and advise on compliance and plan design.

The role emphasizes collaboration with clients and carriers, wellness initiatives, and the growth and retention of client relationships across a mixed portfolio of fully insured and self-insured