Senior Employee Benefits Account Leader

Usi, Inc.; Greenville (SC); Presencial; USD 80.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

Dental insurance

Vision insurance

401(k)

Paid time off

Paid family leave

Paid holidays

Bonus eligible (5% target)

Descripción de la vacante

USI is seeking a consultative account management partner for small employee benefits accounts. You will serve as the day-to-day contact for larger, more complex clients, guiding plan design, funding options, and compliance education. You will lead meetings, evaluate offerings, and coordinate renewals with carriers.

The role emphasizes proactive client service, education on ERISA and regulatory topics, and collaboration with internal teams to deliver accurate, timely benefit solutions.

Formación

• 4+ years in employee benefits industry or related marketplace (from description).
• College degree preferred.
• Customer service experience preferred.
• Must hold a Life & Disability insurance license.
• Comfortable with internet-based programs and Microsoft Office products.
• Ability to set priorities and manage deadlines.
• Ability to work in a fast-paced team environment with minimal instruction.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Strong verbal and written communications skills.
• Ability to define problems and generate potential solutions.

Responsabilidades

• Provide proactive, consultative support to a book of assigned clients. Lead all meetings and interactions with clients.
• Evaluate product offerings and funding programs; guide clients through transitions; educate on underwriting and compliance requirements.
• Interpret current coverage, identify gaps, and recommend expanded lines of coverage; provide insurance technical expertise.
• Educate, advise, and aid clients on compliance topics including ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
• Act as primary contact between clients and insurance carriers; respond to information requests and inquiries.
• Market and place client renewals and new business; evaluate plan options via quoting systems and direct carrier engagement.
• Negotiate with carriers on renewal rate increases and prepare contractual changes.
• Provide insurance plan options and recommendations; communicate final placement details to insurers, clients, and participants.
• Develop employee communications for renewal changes and enrollment procedures.
• Introduce clients to USI Benefit Resource Center for resolution support; assist with claims and policy questions.
• Oversee enrollment and billing issues for employees; assist with client issues.
• Introduce clients to USI value-add services where appropriate.
• Maintain accuracy in agency management and document systems; ensure deliverable standards; participate in peer reviews.
• Stay current with industry information, technology, and trends.

Conocimientos

Employee benefits knowledge

Customer service

Life & Disability license

Microsoft Office

Internet-based programs

Prioritization

Team collaboration

Analytical problem solving

Verbal and written communication

Attention to detail

Educación

College degree preferred

Herramientas

Descripción del empleo

USI is seeking a consultative account management partner for small employee benefits accounts. You will serve as the day-to-day contact for larger, more complex clients, guiding plan design, funding options, and compliance education. You will lead meetings, evaluate offerings, and coordinate renewals with carriers.

The role emphasizes proactive client service, education on ERISA and regulatory topics, and collaboration with internal teams to deliver accurate, timely benefit solutions.