Employee Benefits Client Manager – Northwest

USI Insurance Services; Eugene (OR); On-site; USD 70,000 - 80,000; Full time

Job summary

USI Insurance Services is seeking a benefits administrator to manage and retain a book of small employee benefits accounts in Eugene, Oregon. You will serve as the day-to-day contact for clients, coordinating with carriers and handling renewals, compliance topics, and employee communications.

You will provide proactive, personalized support, educate clients on ERISA, COBRA, FMLA, 5500s and health care reform, and act as the primary liaison between clients and insurers.

Qualifications

• 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.
• Ability to set priorities and manage deadlines.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Strong oral and written communications skills.
• Ability to define problems and generate potential 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 between clients and insurance carriers.
• Educate, advise, and aid clients on ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Respond to requests for information, documents, and employee benefits inquiries.
• Manage the renewal process and communicate final placement details to insurers and clients.
• Coordinate and manage the marketing and placement process for new benefit offerings; prepare client applications and compare quotes.
• Coordinate client communications via email, phone, and virtual meetings.
• Develop employee communications for renewal changes and enrollment procedures.
• Introduce clients to USI Benefit Resource Center for resolution support.
• Introduce clients to USI value-add services where appropriate.
• Maintain accuracy in agency management systems and ensure deliverable standards are met.
• Participate in peer review with team members.
• Keep current with industry information, technology, and trends.

Skills

Customer service

Communication skills

Employee benefits knowledge

Time management

Attention to detail

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

USI Insurance Services is seeking a benefits administrator to manage and retain a book of small employee benefits accounts in Eugene, Oregon. You will serve as the day-to-day contact for clients, coordinating with carriers and handling renewals, compliance topics, and employee communications.

You will provide proactive, personalized support, educate clients on ERISA, COBRA, FMLA, 5500s and health care reform, and act as the primary liaison between clients and insurers.