Hybrid Senior Employee Benefits Account Manager

USI Insurance Services; Wheeling (WV); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

USI Insurance Services in Wheeling, WV is seeking an EB Senior Account Manager to oversee complex employee benefits accounts and serve as the primary day-to-day contact for assigned clients. The role supports a hybrid work model with two days in the office and three days from a home office.

The position requires 4+ years in employee benefits, a strong understanding of plan design and compliance, and effective communication and negotiation skills. Bachelor's degree preferred.

Qualifications

• 4+ years of experience in employee benefits or a related marketplace.
• Active Life and Disability insurance license or ability to obtain within 4 months of employment.
• Proficient with Microsoft Office and internet-based applications.
• Strong, practical understanding of employee benefit plan design, funding arrangements, and compliance requirements.
• Ability to balance multiple demands and manage deadlines in a fast-paced environment.

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

Employee benefits

Client management

Communication

Negotiation

Microsoft Office

Education

Bachelor’s degree preferred

Tools

CRM software

Job description

USI Insurance Services in Wheeling, WV is seeking an EB Senior Account Manager to oversee complex employee benefits accounts and serve as the primary day-to-day contact for assigned clients. The role supports a hybrid work model with two days in the office and three days from a home office.

The position requires 4+ years in employee benefits, a strong understanding of plan design and compliance, and effective communication and negotiation skills. Bachelor's degree preferred.