Benefits Account Manager: Client Success & Compliance

USI Insurance Services; Raleigh, Northern (NC, KY); Hybrid; USD 65,000 - 95,000; Full time

Job summary

USI Insurance Services is seeking an EB Account Manager to oversee employee benefits accounts and serve as the primary day-to-day contact for assigned clients. You will provide consultative guidance and ensure delivery of services with a focus on client satisfaction and compliance.

The role requires strong communication, benefits knowledge, and the ability to manage multiple priorities while collaborating with carriers and internal teams.

Qualifications

• 2+ years of experience in employee benefits or a related marketplace.
• Strong, practical understanding of employee benefit plan design, funding arrangements, and compliance requirements.
• 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 while balancing multiple priorities.
• Skilled at reviewing complex information and developing client-focused solutions.
• Attention to detail with the ability to self-review work for accuracy.

Responsibilities

• Manage a book of business, primarily consisting of fully insured clients, with some self-insured plans as applicable.
• Serve as the main liaison between clients and insurance carriers, delivering proactive and personalized support.
• Educate and advise clients on employee benefits compliance matters, including ERISA, COBRA, FMLA, Form 5500 reporting, and Health Care Reform.
• Set up new group insurance contracts and oversee the annual renewal process, including preparing contractual changes.
• Implement and manage client programs such as wellness initiatives, communication strategies, and pharmacy programs.
• Support the marketing and placement of new benefit products, including carrier evaluations, quote analysis, and client recommendations.
• Develop alternative strategies, plan modeling, and identify cost-reduction opportunities.
• Champion cross-selling initiatives and contribute to the growth and retention of client relationships.
• Coordinate, manage, and participate in client meetings, including on-site meetings as needed.
• Develop employee communications for renewals, enrollment, and benefit changes, and provide oversight and resolution support for client issues such as contract interpretation and billing.
• Stay up to date on industry developments, regulatory changes, and emerging employee benefits trends.

Skills

Communication skills

Negotiation

Presentation skills

MS Office

Education

Life and Disability insurance license

Job description

USI Insurance Services is seeking an EB Account Manager to oversee employee benefits accounts and serve as the primary day-to-day contact for assigned clients. You will provide consultative guidance and ensure delivery of services with a focus on client satisfaction and compliance.

The role requires strong communication, benefits knowledge, and the ability to manage multiple priorities while collaborating with carriers and internal teams.