USI Insurance Services
Employee Benefit Account Manager, Select
USI Insurance Services, Fort Worth, Texas, United States, 76102
Employee Benefit Account Manager, Select
Manage and retain a book of assigned small employee benefits accounts. Serve as clients’ day‑to‑day contact. This is primarily a remote role, but candidates must be located in Texas near a USI office.
Responsibilities
Service a high volume of accounts independently; without sales associate’s involvement. Utilize carrier websites and online rating systems.
Provide proactive, personalized support to assigned clients. Act as primary contact between clients and insurance carriers.
Provide insurance technical expertise to clients. Educate, advise, and aid clients on all compliance topics, including ERISA, COBRA, FMLA, 5500s and Health Care Reform.
Respond to requests for information, documents, and employee benefits insurance inquiries.
Manage the renewal process for accounts, including preparation of appropriate contractual changes. Communicate final placement details and instructions to insurers and clients.
Manage the marketing and placement process for new benefit product offerings. Includes preparation of client application and determine most appropriate carriers. Analyze and compare carrier quotes and products. Make recommendations to clients.
Coordinate and manage client communications via email, phone, and virtual online meetings.
Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.
Introduce clients to USI Benefit Resource Center for resolution support, including assistance with claims issues and benefit plan/policy questions.
Introduce clients to USI value‑add services where appropriate.
Maintain a high degree of accuracy in agency management and document management systems.
Ensure client deliverable standards are met. Participate in peer review with team members.
Keep current with industry information, technology, and trends.
Knowledge, Skills and Abilities
3-5 years’ experience in employee benefits industry or related marketplace.
College degree preferred.
Customer service experience preferred.
Must hold or be willing to earn life and 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 oral and written communication skills.
Ability to define problems and generate potential solutions.
Why USI? With approximately $3 billion in revenue and over 10 500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in our associates and pride ourselves on celebrating their growth and success through unique employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage delivers to clients a robust set of risk management and benefit solutions with bottom‑line financial impact. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs that are easy to understand and demonstrate positive economic impact.
Industry‑Leading Programs, Rewards, and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program and employee programs that promote health, wellness, and financial well‑being.
Deep Community Engagement We are committed to giving back to our local communities and supporting environmental sustainability through volunteerism, partnerships, and footprint reduction.
Committed to a Diverse and Inclusive Workplace Our I’m With U diversity and inclusion program educates associates to better serve clients and partners through curated education, support, and outreach.
Nationally Recognized as a Top Insurance Employer USI has been recognized as one of Insurance Business America’s Top Insurance Employers for eight consecutive years and as a top workplace by Business Insurance and Fortune.
USI offers a full suite of competitive benefits, including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long‑term disability, life insurance, generous paid time off, paid family leave, and paid holidays.
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Responsibilities
Service a high volume of accounts independently; without sales associate’s involvement. Utilize carrier websites and online rating systems.
Provide proactive, personalized support to assigned clients. Act as primary contact between clients and insurance carriers.
Provide insurance technical expertise to clients. Educate, advise, and aid clients on all compliance topics, including ERISA, COBRA, FMLA, 5500s and Health Care Reform.
Respond to requests for information, documents, and employee benefits insurance inquiries.
Manage the renewal process for accounts, including preparation of appropriate contractual changes. Communicate final placement details and instructions to insurers and clients.
Manage the marketing and placement process for new benefit product offerings. Includes preparation of client application and determine most appropriate carriers. Analyze and compare carrier quotes and products. Make recommendations to clients.
Coordinate and manage client communications via email, phone, and virtual online meetings.
Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.
Introduce clients to USI Benefit Resource Center for resolution support, including assistance with claims issues and benefit plan/policy questions.
Introduce clients to USI value‑add services where appropriate.
Maintain a high degree of accuracy in agency management and document management systems.
Ensure client deliverable standards are met. Participate in peer review with team members.
Keep current with industry information, technology, and trends.
Knowledge, Skills and Abilities
3-5 years’ experience in employee benefits industry or related marketplace.
College degree preferred.
Customer service experience preferred.
Must hold or be willing to earn life and 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 oral and written communication skills.
Ability to define problems and generate potential solutions.
Why USI? With approximately $3 billion in revenue and over 10 500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in our associates and pride ourselves on celebrating their growth and success through unique employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage delivers to clients a robust set of risk management and benefit solutions with bottom‑line financial impact. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs that are easy to understand and demonstrate positive economic impact.
Industry‑Leading Programs, Rewards, and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program and employee programs that promote health, wellness, and financial well‑being.
Deep Community Engagement We are committed to giving back to our local communities and supporting environmental sustainability through volunteerism, partnerships, and footprint reduction.
Committed to a Diverse and Inclusive Workplace Our I’m With U diversity and inclusion program educates associates to better serve clients and partners through curated education, support, and outreach.
Nationally Recognized as a Top Insurance Employer USI has been recognized as one of Insurance Business America’s Top Insurance Employers for eight consecutive years and as a top workplace by Business Insurance and Fortune.
USI offers a full suite of competitive benefits, including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long‑term disability, life insurance, generous paid time off, paid family leave, and paid holidays.
#J-18808-Ljbffr