Benefits Accounts Lead — Client Care & Renewals

Usi, Inc.; South Carolina; Vor Ort; USD 70.000 - 95.000; Vollzeit

Zusammenfassung

USI in the United States seeks an experienced Employee Benefits Account Manager to manage a book of small employer benefits accounts and serve as the day-to-day contact for clients. You will handle renewals, coordinate communications, and support the client experience with carriers.

Educate clients on ERISA, COBRA, FMLA, 5500s and Health Care Reform, and collaborate with carriers to optimize quotes and coverage. Strong communication and organization are essential, with a college degree preferred.

Qualifikationen

• 3-5 years’ experience in 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.

Aufgaben

• 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 (ERISA, COBRA, FMLA, 5500s, Health Care Reform).
• Respond to requests for information, documents, and employee benefits insurance inquiries.
• Manage the renewal process for accounts including preparation of contractual changes; communicate final placement details to insurers and clients.
• Coordinate and manage client communications via email, phone, and virtual meetings.
• Develop employee communications for renewal changes, enrollment procedures, benefit changes and clarifications.

Kenntnisse

Customer service

Communication

Time management

Microsoft Office

Team collaboration

Ausbildung

College degree preferred

Life and disability insurance license

Jobbeschreibung

USI in the United States seeks an experienced Employee Benefits Account Manager to manage a book of small employer benefits accounts and serve as the day-to-day contact for clients. You will handle renewals, coordinate communications, and support the client experience with carriers.

Educate clients on ERISA, COBRA, FMLA, 5500s and Health Care Reform, and collaborate with carriers to optimize quotes and coverage. Strong communication and organization are essential, with a college degree preferred.