Benefits Account Manager: Client Renewal & Support

USI Insurance Services; Newtown Square (Delaware County); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Wellness program

College scholarships for associates' –

Paid time off

Job summary

USI Insurance Services is hiring to manage a book of small employee benefits accounts and serve as the day-to-day contact for clients. You will provide technical guidance on ERISA, COBRA, FMLA, 5500s, and Health Care Reform, while coordinating renewals and carrier interactions.

You will also educate clients, respond to inquiries, and support new product offerings, leveraging USI resources and services. A professional, detail-oriented approach is essential.

Qualifications

• 3–5 years' experience in employee benefits industry or related marketplace.
• College degree preferred.
• Customer service experience preferred.
• Must hold or be willing to earn 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 carriers.
• Provide insurance technical expertise to clients; educate, advise, and aid clients on all compliance topics (ERISA, COBRA, FMLA, 5500s, Health Care Reform).
• Respond to requests for information, documents, and employee benefits insurance inquiries.
• Manage renewal process for accounts including preparation of contractual changes; communicate final placement details to insurers and clients.
• Manage marketing and placement for new benefit product offerings; prepare client applications and compare carrier quotes.
• Coordinate and manage client communications via email, phone, and virtual meetings.
• Develop employee communications for renewal changes and enrollment procedures.
• Introduce clients to USI Benefit Resource Center for resolution support.
• Introduce clients to USI value-add services where appropriate.
• Maintain high accuracy in agency management and document systems.
• Ensure client deliverable standards are met; participate in peer review.
• Keep current with industry information, technology, and trends.

Skills

Employee benefits

Customer service

Licensing willingness

Microsoft Office

Education

College degree preferred

Bachelor’s degree

Job description

USI Insurance Services is hiring to manage a book of small employee benefits accounts and serve as the day-to-day contact for clients. You will provide technical guidance on ERISA, COBRA, FMLA, 5500s, and Health Care Reform, while coordinating renewals and carrier interactions.

You will also educate clients, respond to inquiries, and support new product offerings, leveraging USI resources and services. A professional, detail-oriented approach is essential.