Benefits Account Manager, Northwest - Client Renewal Leader

USI Insurance Services; Seattle (WA); On-site; USD 70,000 - 80,000; Full time

Job summary

USI Insurance Services in Seattle, WA is seeking an experienced benefits professional to manage and retain a book of small employee benefits accounts. You will serve as the clients' day-to-day contact and coordinate with carriers to deliver service and renewals.

Candidates should have 3–5 years in employee benefits, a life and disability license, and strong written and spoken communication. You will educate clients on ERISA, COBRA, FMLA, 5500s, and Health Care Reform, while maintaining accurate

Qualifications

• 3-5 years’ experience in employee benefits industry or related marketplace.
• Must hold life and disability insurance license.
• Customer service experience preferred.
• College degree preferred.
• Strong oral and written communications skills.
• Ability to work in a fast-paced, team environment with minimal instruction.

Responsibilities

• Service a high volume of accounts independently; without sales associate’s involvement. Utilize carrier websites and online rating systems.
• 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

Communication

Prioritization

Teamwork

Time management

Education

College degree preferred

Tools

Microsoft Office

Internet-based programs

Job description

USI Insurance Services in Seattle, WA is seeking an experienced benefits professional to manage and retain a book of small employee benefits accounts. You will serve as the clients' day-to-day contact and coordinate with carriers to deliver service and renewals.

Candidates should have 3–5 years in employee benefits, a life and disability license, and strong written and spoken communication. You will educate clients on ERISA, COBRA, FMLA, 5500s, and Health Care Reform, while maintaining accurate