Senior Employee Benefits Strategist

Usi, Inc.; Columbia (SC); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Bonus eligible

Job summary

USI is seeking a consultative account management partner for small employee benefits accounts. You will act as the day-to-day contact for larger, more complex clients, lead meetings, and guide plan design transitions while coordinating with carriers.

You will educate clients on compliance, ERISA, COBRA, FMLA, 5500s, and health reform, and manage renewals, quotes, and carrier negotiations. Strong communication skills are essential.

Qualifications

• 4+ years of experience in employee benefits or related marketplace.
• College degree preferred and Life & Disability license required.
• Customer service experience preferred and comfort with internet-based programs.

Responsibilities

• Provide proactive consultative support to a book of assigned clients and lead meetings.
• Evaluate product offerings and guide clients through plan design transitions.
• Interpret coverage plans, identify gaps, and recommend expansions.
• Educate on compliance topics (ERISA, COBRA, FMLA, 5500s).
• Serve as primary client contact with carriers and manage renewals/new business.
• Negotiate with carriers on renewal rates and prepare changes.
• Communicate placement details to insurers, clients, and participants.
• Develop employee communications for renewals and enrollment procedures.
• Introduce clients to USI Benefit Resource Center and assist with issues.
• Maintain accuracy in agency management and document systems.

Skills

Client relationship management

Verbal & written communication

Prioritization & deadlines

Problem solving

Education

College degree preferred

Tools

Microsoft Office

Job description

USI is seeking a consultative account management partner for small employee benefits accounts. You will act as the day-to-day contact for larger, more complex clients, lead meetings, and guide plan design transitions while coordinating with carriers.

You will educate clients on compliance, ERISA, COBRA, FMLA, 5500s, and health reform, and manage renewals, quotes, and carrier negotiations. Strong communication skills are essential.