Senior Employee Benefits Account Leader

USI Insurance Services; Morgantown (WV); On-site; USD 90,000 - 120,000; Full time

Job summary

USI Insurance Services seeks an EB Senior Account Manager to manage complex employee benefit accounts and serve as the primary day-to-day contact for assigned clients. You will provide consultative guidance and oversee service delivery.

You will lead renewals, analyze utilization, and negotiate with carriers, while offering expertise on ERISA, COBRA, FMLA, and Form 5500 reporting. On-site client engagement and collaboration with technical resources are essential.

Qualifications

• 4+ years of experience in employee benefits or a related marketplace.
• Strong understanding of employee benefit plan design, funding arrangements, and compliance requirements.
• Active Life and Disability insurance license or ability to obtain one within 4 months of employment.
• Proficiency with Microsoft Office and internet-based applications.
• Ability to review complex information and develop client-focused solutions.

Responsibilities

• Manage a complex book of business with multiple funding arrangements and high plan customization.
• Serve as the primary liaison between clients and carriers, providing proactive support.
• Lead client renewals, analyze utilization results, and negotiate with carriers on behalf of clients.
• Educate and advise clients on compliance matters such as ERISA, COBRA, FMLA, Form 5500 reporting, and Health Care Reform.
• Lead and attend client meetings, including on-site meetings, to present renewal outcomes and recommendations.
• Coordinate and engage technical resources to support complex client needs.
• Develop employee communications for renewals and changes; oversee contract interpretation and billing issues.
• Participate in peer reviews of standard client deliverables to ensure quality.
• Develop and deliver training content for the Account Management team; stay updated on industry trends.

Skills

Communication

Negotiation

Presentation

Client servicing

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

USI Insurance Services seeks an EB Senior Account Manager to manage complex employee benefit accounts and serve as the primary day-to-day contact for assigned clients. You will provide consultative guidance and oversee service delivery.

You will lead renewals, analyze utilization, and negotiate with carriers, while offering expertise on ERISA, COBRA, FMLA, and Form 5500 reporting. On-site client engagement and collaboration with technical resources are essential.