Senior Employee Benefits Strategist

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

Job summary

USI, Inc. in Wilmington, NC seeks a consultative account manager for small employee benefits accounts. You will serve as the day-to-day contact for clients, lead meetings, and coordinate with carriers on renewals and implementations.

Qualifications include 4+ years in employee benefits, Life & Disability license, a college degree, and strong written and verbal communication. You will educate clients on ERISA, COBRA, and health care reform while maintaining accuracy in records.

Qualifications

• 4+ years in employee benefits industry or related marketplace.
• 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.

Responsibilities

• Provide proactive, consultative support to a book of assigned clients. Lead all meetings and interactions with clients.
• Evaluate Select product offerings and/or alternative funding programs for clients; guide clients through transfers from fully insured to alternative funding designs; educate on underwriting and compliance.
• Interpret clients’ current coverage plans, identify gaps, and recommend opportunities to expand lines of coverage; provide insurance technical expertise.
• Educate, advise, and aid clients on all compliance topics including ERISA, COBRA, FMLA, 5500s, Health Care Reform.
• Act as primary contact between clients and insurance carriers; respond to information requests and inquiries.
• Marketing and placement of client insurance renewals and new business; evaluate options via quoting systems, GA's and direct carriers; negotiate renewals.
• 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 issues and questions.
• Oversight with enrollment and billing issues; introduce to USI value-add services.
• Maintain accuracy in agency management and document management systems; ensure deliverable standards; participate in peer review; stay updated with industry trends.

Skills

Client relationship management

Employee benefits knowledge

Communication skills

Life & Disability license

MS Office

Education

College degree preferred

Tools

Quoting systems

MS Office

Job description

USI, Inc. in Wilmington, NC seeks a consultative account manager for small employee benefits accounts. You will serve as the day-to-day contact for clients, lead meetings, and coordinate with carriers on renewals and implementations.

Qualifications include 4+ years in employee benefits, Life & Disability license, a college degree, and strong written and verbal communication. You will educate clients on ERISA, COBRA, and health care reform while maintaining accuracy in records.