Employee Benefits Sr Account Manager

USI Insurance Services; Los Angeles (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Flexible spending accounts

Health savings accounts

Short/long-term disability

Paid time off

Paid holiday time

Job summary

USI Insurance Services seeks an EB Senior Account Manager to oversee complex employee benefit accounts and act as the main day-to-day contact for assigned clients. You will provide consultative guidance, manage service delivery, and lead renewal negotiations with carriers.

The role requires in-depth knowledge of ERISA, COBRA, FMLA, Form 5500, and Health Care Reform, plus exceptional communication and presentation abilities. On-site client meetings and cross-functional collaboration are included.

Qualifications

• Excellent communication, negotiation, and presentation skills.
• Strong understanding of employee benefits plan design, funding and compliance requirements.
• Ability to handle multiple demands and meet deadlines in a fast-paced environment.

Responsibilities

• Manage a complex book of business with multiple funding arrangements and high plan customization.
• Serve as primary liaison between clients and carriers, providing proactive support.
• Lead client renewals, analyze utilization, and negotiate with carriers on behalf of clients.
• Provide expertise in employee benefits and mentor the Account Management team.

Skills

Communication

Negotiation

Presentation

Attention to detail

Multi-tasking

Client management

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

About the Role

The EB Senior Account Manager manages complex employee benefit accounts and serves as the primary day‑to‑day contact for assigned clients, providing consultative guidance and overseeing service delivery.

Responsibilities

• Manage a complex book of business with multiple funding arrangements and higher levels of plan customization.
• Serve as the primary liaison between clients and insurance carriers, providing proactive, personalized client support.
• Lead client renewals, including analysis of utilization results and negotiation with carriers on behalf of clients.
• Provide subject‑matter expertise in employee benefits and act as a resource to the Account Management team.
• Educate and advise clients on employee benefits compliance matters, including ERISA, COBRA, FMLA, Form 5500 reporting, and Health Care Reform.
• Lead and attend client meetings, including on‑site meetings, to present renewal outcomes, plan recommendations, and benefit administration guidance.
• Coordinate and engage technical resources to support complex client needs.
• Develop employee communications for renewals, enrollment, and benefit changes and provide oversight and resolution support for client issues such as contract interpretation and billing.
• Participate in peer review of standard client deliverables to ensure quality and consistency.
• Develop and deliver training content for the Account Management team. Stay current on industry developments, regulatory changes, and emerging employee benefits trends.

Qualifications

• 4+ years of experience in employee benefits or a related marketplace.
• Bachelor’s degree preferred.
• Prior customer service experience preferred.
• Strong, practical understanding of employee benefit plan design, funding arrangements, and compliance requirements.
• Active Life and Disability insurance license or ability to obtain one within 4 months of employment.
• Proficient with Microsoft Office and internet‑based applications.
• Ability to thoughtfully review complex information, exercise sound professional judgement, and develop client‑focused solutions.
• Ability to balance multiple demands and manage deadlines in a fast‑paced environment.
• Excellent communication, negotiation, and presentation skills.
• High attention to detail with the ability to self‑review work for accuracy.

Benefits

USI offers a comprehensive benefits package, including health, 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. Employees also enjoy generous paid time off, paid family leave, and paid holiday time.

Salary range: $75,000 – $110,000.