Employee Benefits Account Manager — Client-Focused Growth

Usi, Inc.; Austin (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive pay

Incentives and benefits

Wellness program

College scholarships for associates'

Job summary

USI, Inc. is seeking an experienced employee benefits professional to manage a book of benefits accounts and serve as the day-to-day contact for clients.

You will independently service a high volume of accounts, utilize carrier sites, and provide proactive, personalized support as the primary liaison between clients and carriers. The role requires knowledge of ERISA, COBRA, FMLA, 5500s, and Health Care Reform, plus strong communication skills and a life and disability license.

Qualifications

• 3–5 years of experience in employee benefits or related marketplace.
• College degree preferred.
• Customer service experience preferred.
• Must hold a life and disability insurance license.
• Comfortable with internet-based programs and Microsoft Office products.
• Ability to set priorities and manage deadlines.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Ability to conduct complex tasks with many variables.
• Strong oral and written communications skills.
• Ability to define problems and generate solutions.

Responsibilities

• Service a high volume of accounts independently using carrier websites and online rating systems.
• Provide proactive, personalized support to assigned clients; act as primary contact for clients and carriers.
• Educate and advise clients on compliance topics (ERISA, COBRA, FMLA, 5500s, Health Care Reform).
• Respond to requests for information, documents, and inquiries.
• Manage renewal processes and communicate changes to insurers and clients.
• Manage marketing and placement for new benefit products; prepare client applications and compare quotes.
• Coordinate and manage client communications via email, phone, and virtual meetings.
• Develop employee communications for renewals, enrollment, and benefit changes.
• Introduce clients to USI Benefit Resource Center and value-add services.
• Maintain accuracy in agency management and document systems.
• Ensure client deliverable standards and participate in peer review.
• Keep current with industry information, technology, and trends.

Skills

Benefits industry experience

Customer service experience

Life and disability license

Microsoft Office

Strong communication

Prioritization & deadlines

Team environment adaptability

Problem solving

ERISA/COBRA/FMLA knowledge

Education

College degree preferred

Tools

Microsoft Office

Job description

USI, Inc. is seeking an experienced employee benefits professional to manage a book of benefits accounts and serve as the day-to-day contact for clients.

You will independently service a high volume of accounts, utilize carrier sites, and provide proactive, personalized support as the primary liaison between clients and carriers. The role requires knowledge of ERISA, COBRA, FMLA, 5500s, and Health Care Reform, plus strong communication skills and a life and disability license.