Hybrid Benefits Account Manager - Client Advocate & Renewals

Usi, Inc.; Atlanta, Charlotte (GA, NC, WV); Hybrid; USD 70,000 - 95,000; Full time

Job summary

USI is seeking an experienced account manager to handle a portfolio of small employee benefits accounts from its hybrid Atlanta-based teams. You will be the primary client contact, coordinating renewals, carrier communications, and new benefit offerings with a focus on accuracy and compliance.

You will educate clients on ERISA, COBRA, FMLA, 5500s, and Health Care Reform, while delivering proactive service across email, phone, and virtual meetings.

Qualifications

• 3-5 years’ experience in employee benefits industry or related marketplace.
• Must hold life and disability insurance license.
• Proficient with internet-based programs and Microsoft Office products.

Responsibilities

• Serve as day-to-day contact for assigned employee benefits accounts.
• Provide proactive, personalized support and act as primary liaison between clients and carriers.
• Educate clients on compliance topics including ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Assist with information requests, documents, and benefits inquiries.
• Manage renewals and communicate changes to insurers and clients.
• Coordinate marketing and placement for new benefit offerings and analyze carrier quotes.
• Communicate with clients via email, phone, and virtual meetings.
• Draft employee communications for renewals and enrollment changes.
• Introduce clients to USI Benefit Resource Center for resolution support.

Skills

Benefits experience

Life & disability license

Microsoft Office proficiency

Prior client service

Tools

Microsoft Office

Job description

USI is seeking an experienced account manager to handle a portfolio of small employee benefits accounts from its hybrid Atlanta-based teams. You will be the primary client contact, coordinating renewals, carrier communications, and new benefit offerings with a focus on accuracy and compliance.

You will educate clients on ERISA, COBRA, FMLA, 5500s, and Health Care Reform, while delivering proactive service across email, phone, and virtual meetings.