Senior Employee Benefits Consultant & Renewal Lead

USI Insurance Services

Erie (Erie County)

On-site

USD 90,000 - 125,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, and vision benefits
401(k) plan
Paid time off

Job summary

USI Insurance Services is seeking an EB Senior Account Manager to manage complex employee benefits accounts and serve as the primary day-to-day contact for clients. You will provide consultative guidance and oversee service delivery across renewals, compliance, and communications.

The role requires deep knowledge of employee benefits, strong client-facing skills, and the ability to collaborate with carriers and internal teams to deliver tailored benefit solutions.

Qualifications

  • 4+ years of experience in employee benefits or a related marketplace.
  • Bachelor’s degree preferred.
  • Prior customer service experience preferred.
  • Strong understanding of employee benefit plan design, funding arrangements, and compliance requirements.
  • Active Life and Disability insurance license or ability to obtain within 4 months.
  • Proficient with Microsoft Office and internet-based applications.
  • Ability to review complex information and develop client-focused solutions.
  • Ability to balance multiple demands and deadlines in a fast-paced environment.
  • Excellent communication, negotiation, and presentation skills.
  • High attention to detail with the ability to self-review for accuracy.

Responsibilities

  • Manage a complex book of business with multiple funding arrangements and high customization.
  • Serve as primary liaison between clients and carriers, providing proactive support.
  • Lead client renewals, analyze utilization, and negotiate with carriers.
  • Provide subject-matter expertise in employee benefits to the management team.
  • Educate and advise clients on compliance matters (ERISA, COBRA, FMLA, Form 5500, Health Care Reform).
  • Lead client meetings, including on-site meetings, to present renewals and guidance.
  • Coordinate technical resources to support complex client needs.
  • Develop employee communications for renewals and enrollments; oversee issues resolution.
  • Participate in peer review of client deliverables to ensure quality.
  • Develop and deliver training content for the Account Management team; stay current on trends.

Skills

Employee benefits
Client management
Negotiation
Communication
Presentation
Problem solving

Education

Bachelor's degree

Tools

Microsoft Office

Job description

USI Insurance Services is seeking an EB Senior Account Manager to manage complex employee benefits accounts and serve as the primary day-to-day contact for clients. You will provide consultative guidance and oversee service delivery across renewals, compliance, and communications.

The role requires deep knowledge of employee benefits, strong client-facing skills, and the ability to collaborate with carriers and internal teams to deliver tailored benefit solutions.

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