Employee Benefits Account Manager, Select

USI Insurance Services; Charlotte (NC); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k)

Paid time off

Job summary

USI Insurance Services in Charlotte, North Carolina, is looking for an experienced individual to manage and retain a book of small employee benefits accounts. The role involves providing personalized support to clients, managing the renewal process, and ensuring high-quality service standards. Candidates should have at least 5 years' experience in the employee benefits industry and must be comfortable with Microsoft Office. A comprehensive benefits package and a competitive salary range of $65,000 to $80,000 are offered, along with a 5% bonus incentive.

Qualifications

• 5 years’ experience in the employee benefits industry or related marketplace.
• Strong oral and written communications skills.
• Comfortable with internet-based programs and Microsoft Office products.

Responsibilities

• Manage a book of assigned small employee benefits accounts.
• Provide proactive, personalized support to assigned clients.
• Manage the renewal process for accounts including the preparation of appropriate contractual changes.
• Coordinate and manage client communications via email, phone, and virtual online meetings.

Skills

Customer service experience

Oral and written communications skills

Ability to set priorities

Proficiency with Microsoft Office

Life and disability insurance license

Education

College degree preferred

Job description

Description and Requirements

General Description: Manage and retain a book of assigned small employee benefits accounts. Serve as clients’ day-to-day contact.

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. Function 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 determining 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.

Qualifications

• 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.
• 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 concrete and abstract variables.
• Strong oral and written communications skills.
• Ability to define problems and generate potential solutions.

Salary and Benefits

Salary Range: $65,000- $80,000. This is a bonus eligible position with a target incentive of 5%.

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.