EB Sr. Account Manager

USI Insurance Services; Chicago (IL); On-site; USD 90,000 - 106,000; Full time

Job summary

An established industry player is seeking an EB Sr. Account Manager to oversee complex Employee Benefit insurance accounts. This role involves managing client relationships, providing expert support, and leading negotiations with carriers. The ideal candidate will have a strong background in employee benefits and customer service, alongside excellent communication and problem-solving skills. Join a dynamic firm that values professional growth and offers competitive compensation, comprehensive benefits, and a commitment to community engagement. This is a fantastic opportunity to make a meaningful impact in a collaborative environment.

Benefits

401(k)

Paid Family Leave

Wellness Program

College Scholarships for Associates' Children

Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Short and Long-term Disability

Life Insurance

Qualifications

• 4+ years of experience in the employee benefits industry.
• Must hold or be willing to earn life and disability insurance license.
• Comfortable with internet-based programs.

Responsibilities

• Manage a complex book of business with various funding methods.
• Provide proactive support to assigned clients as the primary contact.
• Educate clients on compliance topics like ERISA and COBRA.

Skills

Customer Service

Employee Benefits Knowledge

Negotiation Skills

Communication Skills

Problem Solving

Education

College Degree

Tools

Microsoft Office

Job description

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General Description : Manages complex Employee Benefit insurance accounts and services as their day-to-day contact.

Responsibilities:

• Manage a complex book of business with various funding methods and increased levels of customization.
• Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.
• Provide insurance expertise to clients and act as a knowledge resource for other members of the Account Management team.
• Manage client renewals and negotiate with carriers on behalf of clients.
• Lead client meetings regarding renewal and utilization results.
• Regular client contact and in-person attendance at client meetings.
• Engage clients, where appropriate, with internal USI Technical Resources.
• Educate, advise and aid clients on all Compliance topics. Includes, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Conduct on-site meetings to communicate or administer benefit plans.
• Develop employee communications for renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
• Participate in peer review as both a participant and a reviewer of standards client deliverables.
• Develop training content and deliver it to the Account Management team.
  
  

Knowledge, Skills, and Abilities:

• 4+ years of experience in employee benefits industry. College degree preferred.
• Prior customer service experience is 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 carry out complex tasks with many concrete and abstract variables.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Ability to communicate in a clear, concise, and concrete way in front of an audience.
• Ability to define problems and generate potential solutions.
• Keep informed about industry information, technology, and trends.
  
  

Why USI?

With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
• Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
• Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
• Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
  
  

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .

Actual salary is dependent on skill set and experience, with an opportunity for a monthly incentive bonus, commissions, and equity program. USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare, and financial benefits, including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs. USI also offers paid family leave benefits as well as paid holiday time. $90,000-$106,000

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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