Employee Benefits Account Manager

USI Insurance Services; Atlanta (GA); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Medical, dental and vision benefits

401(k) with company match

Flexible spending and HSA accounts

Short/long-term disability insurance

Life insurance

Paid time off

Job summary

USI Insurance Services is seeking an Employee Benefits Account Manager in Atlanta to oversee a portfolio of fully insured and select self-insured accounts. You will serve as the primary day-to-day contact, deliver consultative guidance, and ensure client satisfaction and regulatory compliance.

You will educate clients on ERISA, COBRA, FMLA, 5500 reporting, and Health Care Reform, set up new contracts, manage renewals, and coordinate client communications and billing, while driving program

Qualifications

• 2+ years of experience in employee benefits or related marketplace.
• Active Life and Disability insurance license or ability to obtain within 4 months of hire.
• Proficiency with Microsoft Office and internet-based applications.
• Excellent communication, negotiation, and presentation skills.
• Ability to work independently and collaboratively, balancing multiple priorities.

Responsibilities

• Manage a book of business, primarily fully insured clients with some self-insured plans.
• Serve as the main liaison between clients and insurance carriers; provide proactive support.
• Educate clients on ERISA, COBRA, FMLA, Form 5500 and Health Care Reform requirements.
• Set up new group contracts and oversee annual renewal process.
• Implement and manage client programs such as wellness initiatives and pharmacy programs.
• Support marketing and placement of new benefit products, including carrier evaluations and quotes.
• Develop plan modeling and identify cost-reduction opportunities.
• Cross-sell initiatives and contribute to growth and retention of client relationships.
• Coordinate client meetings, including on-site when needed.
• Develop communications for renewals and enrollment; oversee billing and contract interpretation.
• Stay up to date on industry developments and regulatory changes.

Skills

Client management

Benefits knowledge

Communication

Presentation skills

Independent worker

Tools

Microsoft Office

Job description

About the Role

The Employee Benefits Account Manager is responsible for managing employee benefits accounts and acts as the primary day-to-day contact for assigned clients. In this role, you will provide consultative guidance and oversee the delivery of services to ensure client satisfaction and compliance with industry standards.

What You'll Do

• 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.

What We're Looking For

• 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.

Benefits

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.