MBA Account Manager I

USI Insurance Services; Center Square (PA); On-site; USD 55,000 - 75,000; Full time

Job summary

USI Insurance Services seeks an Account Manager to assist clients and their employees with benefit or claim questions, enrollment and servicing issues. You will coordinate onboarding of new clients and ensure setup quickly and accurately.

Responsibilities include processing policy changes, responding to client inquiries, and maintaining data in the agency management system. Strong communication and organization are essential.

Qualifications

• 2+ years experience in a group health insurance setting, preferably in a brokerage environment.
• Bachelor’s degree preferred.

Responsibilities

• Assist clients and their employees with claim, billing, enrollment and servicing issues.
• Assist clients with administrative questions about enrollment, eligibility and special contract provisions.
• Consult clients on annual open enrollment renewal options available and alternative carriers.
• Handle all inbound and outbound client calls.
• Coordinate onboarding of new clients and ensure set up quickly and accurately.
• Process all policy changes, endorsements and other requests of clients and brokers.
• Respond to emails and voicemails within 24 business hours; resolve within 3 business days.
• Maintain accurate client and team information in agency management system.

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

General Description:

The Account Manager helps clients and their employees with benefit or claim questions.

Responsibilities:

• Assist clients and their employees with claim, billing, enrollment and servicing issues.
• Assist clients with administrative questions about enrollment, eligibility and special contract provisions. Consult clients on annual open enrollment renewal options available and alternative carriers.
• Handle all inbound and outbound client calls.
• Resolve day-to-day issues for clients with a proactive approach towards frequent issues.
• Coordinate onboarding of new clients and ensure set up quickly and accurately.
• Process all policy changes, endorsements and other requests of clients and brokers.
• Send and follow up on requests for broker of record changes and account terminations.
• Follow system and Account Manager workflow.
• Meet personal/team qualitative and quantitative targets. Processes all incoming work volume within the established goals and parameters.
• Respond to emails and voicemails within 24 business hours. Resolution within 3 business days. Contact clients with delinquent and non-payment accounts to obtain payment. Correct billing errors.
• Submit the appropriate notification forms to the commission department.
• Maintain accurate client and team information in agency management system.
• Special projects as needed.

Knowledge, Skills and Abilities:

• 2+ years experience working in a group health insurance setting, preferably in a brokerage environment. 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.
• Effective communication skills when dealing with co-workers, brokers, clients and carriers.
• Strong verbal and written communication skills.
• Ability to work in a team environment.
• Familiar with products, services, competitive offerings, market needs and industry trends.
• Understanding of health and ancillary benefit plan designs and claim procedures.
• Experienced in Microsoft Office products including Word, Excel and PowerPoint.
• Strong analytical skills capable of using and interpreting benefit related facts and figures

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 .