Employee Benefits Sr Account Manager

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

Benefits offered by this job

Health, dental, vision insurance

401(k) program

Paid time off and paid holidays

Paid family leave

Job summary

USI Insurance Services is seeking an EB Senior Account Manager to oversee complex employee benefit accounts and act as the primary day-to-day contact for assigned clients.

You will lead renewals, provide consultative guidance, and collaborate with carriers and internal teams to ensure quality service and regulatory compliance.

Qualifications

• 4+ years of experience in employee benefits or a related marketplace.
• Bachelor’s degree preferred.
• Prior customer service experience preferred.
• Strong 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 review complex information and develop client-focused solutions.
• Ability to balance multiple demands and deadlines in a fast-paced environment.
• Excellent communication, negotiation, and presentation skills.
• High attention to detail with the ability to self-review for accuracy.

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.

Skills

Communication

Negotiation

Presentation

Attention to detail

Time management

MS Office proficiency

Analytical thinking

Regulatory knowledge

Licensing readiness

Customer service

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Internet-based applications

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.