Strategic Employee Benefits Account Partner

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

Job summary

USI is seeking a consultative account management partner to manage small employee benefits accounts. The role involves marketing, compliance education, strategic planning, plan implementation, and carrier issue resolution as the day-to-day contact for larger, more complex small business clients.

You will lead meetings, evaluate product offerings, guide clients through funding design transfers, and act as the primary liaison with carriers.

Qualifications

• 4+ years experience 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 product offerings and/or alternative funding programs for clients and guide transfers to alternative funding designs as appropriate.
• Interpret clients’ current coverage plans, identify gaps, and recommend opportunities to expand lines of coverage with insurance expertise.
• Educate, advise, and aid clients on all compliance topics including ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Act as primary contact between clients and insurance carriers, handling information requests and inquiries.
• Market and place client renewals and new business; evaluate plan options via quoting systems and carriers; negotiate renewal rates.
• Provide insurance plan options and communicate final placement details to insurers, clients, and participants.
• Develop employee communications for renewal changes, enrollment procedures, and benefit clarifications.
• Introduce clients to USI Benefit Resource Center for resolution support and help with claims issues.

Skills

Verbal and written communication

Prioritization and deadlines

Team environment

Problem solving

Customer service

Education

College degree preferred

Life & Disability insurance license

Tools

Microsoft Office

Internet-based programs

Job description

USI is seeking a consultative account management partner to manage small employee benefits accounts. The role involves marketing, compliance education, strategic planning, plan implementation, and carrier issue resolution as the day-to-day contact for larger, more complex small business clients.

You will lead meetings, evaluate product offerings, guide clients through funding design transfers, and act as the primary liaison with carriers.