Employee Benefits Client Success Specialist

Usi, Inc.; Columbia (SC); On-site; USD 65,000 - 90,000; Full time

Job summary

USI is seeking an experienced Employee Benefits Account Manager to manage and retain a book of small accounts, serving as the day-to-day contact for clients and ensuring timely, accurate service.

You will handle renewals, coordinate with carriers, and educate clients on ERISA, COBRA, FMLA and Health Care Reform while maintaining strong client relationships and efficient records management.

Qualifications

• 3-5 years’ experience in employee benefits industry or related marketplace.
• Strong oral and written communications skills.
• Ability to set priorities and manage deadlines.

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; act as primary contact between clients and insurance carriers.
• Provide insurance technical expertise to clients; educate, advise, and aid clients on all compliance topics including 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 preparation of appropriate contractual changes; communicate final placement details and instructions to insurers and clients.
• Coordinate and manage client communications via email, phone, and virtual online meetings.

Skills

Customer service

Strong communication

Time management

Attention to detail

Teamwork

Education

College degree preferred

Tools

Microsoft Office

Job description

USI is seeking an experienced Employee Benefits Account Manager to manage and retain a book of small accounts, serving as the day-to-day contact for clients and ensuring timely, accurate service.

You will handle renewals, coordinate with carriers, and educate clients on ERISA, COBRA, FMLA and Health Care Reform while maintaining strong client relationships and efficient records management.