MBA Account Manager

USI Insurance Services; Dublin (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Paid holidays

Job summary

USI Insurance Services, located in the Dublin, OH area, seeks an employee benefits professional to manage client accounts and serve as the day-to-day contact for carriers. The role involves educating clients on ERISA, COBRA, FMLA, 5500s and Health Care Reform, setting up group contracts, and guiding renewals.

Responsibilities include advising on plan designs, analyzing carrier quotes, and supporting cross-selling opportunities while maintaining accuracy in agency systems.

Qualifications

• 2+ years in employee benefits or related marketplace
• Brokerage environment experience preferred
• Ability to solve problems proactively
• Organized and detail oriented
• Professional and dependable

Responsibilities

• Act as the primary contact between clients and insurance carriers.
• Educate, advise and aid clients on Compliance topics including ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Set up new group insurance contracts for existing or new clients.
• Manage the renewal process including contractual changes.
• Develop alternative strategies, plan modeling and cost reduction opportunities.
• Champion client cross-selling initiatives and develop customer accounts.
• Regular client contact and in-person attendance at client meetings as needed.
• Conduct on-site meetings to communicate or administer benefit plans.
• May be responsible for marketing and placement of new benefit products.
• Prepare client application for review.
• Determine most appropriate carriers.
• Analyze and compare carrier quotes and coverage offerings.
• Make recommendations to clients.
• Process all policy changes, endorsements and other requests as needed.
• Resolution support and oversight for client issues such as contract clarifications and billing.
• Maintain a high degree of accuracy in agency management systems.
• Special projects as needed.

Skills

ERISA knowledge

Compliance knowledge

Client communication

Analytical skills

Microsoft Office

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

General Description

Manages Employee Benefits insurance accounts and serves as their day-to-day contact.

Responsibilities

• Act as the primary contact between clients and insurance carriers.
• Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Set up new group insurance contracts for existing clients or new clients.
• Manage the renewal process including the preparation of appropriate contractual changes.
• Develop alternative strategies, plan modeling and cost reduction opportunities.
• Champion client cross-selling initiatives and develop customer accounts.
• Regular client contact and in-person attendance at client meetings as needed.
• Conduct on-site meetings to communicate or administer benefit plans.
• May be responsible for the marketing and placement of new benefit products.
• Prepare client application for review.
• Determine most appropriate carriers.
• Analyze and compare carrier quotes and coverage offerings.
• Make recommendations to clients.
• Process all policy changes, endorsements and other requests as needed.
• Resolution support and oversight for client issues such as contract clarifications and billing.
• Maintain a high degree of accuracy in agency management systems.
• Special projects as needed.

Knowledge, Skills and Abilities

• 2+ years experience in employee benefits industry or related marketplace. Brokerage environment and bachelor’s degree preferred.
• Accident & Health license is required or ability to obtain within three months from date of hire.
• Ability to creatively and proactively problem-solve.
• Ability to stay organized and focused in a busy environment.
• Personable and credible.
• Professional and dependable.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Keep informed about industry information, technology and trends.
• Detailed understanding of all types of health and ancillary benefit plan designs and claim procedures.
• Basic understanding of full and partially insured.
• Experienced in Microsoft Office products including Word, Excel and PowerPoint.
• Strong analytical skills capable of using and interpreting benefit related facts and figures.

Benefits

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, 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. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.