Overview
Must be local to the Syracuse area.
General Description: Manages Employee Benefits insurance accounts and services as their day-to-day contact.
Responsibilities
Manage a book of business comprised of fully insured clients but may include some self-insured clients.
Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.
As needed, prepare materials for client meetings. Educate, advise and aid clients on all compliance topics, including ERISA, COBRA, FMLA, 5500s and Health Care Reform.
Set up new group insurance contracts for existing clients or new clients.
Manage the renewal process including the preparation of appropriate contractual changes.
Implement and manage programs recommended by technical resources (e.g. wellness, communications, strategies, pharmacy).
May be responsible for the marketing and placement of new benefit products.
Prepare client applications for review.
Determine most appropriate carriers and analyze and compare carrier quotes and coverage offerings.
Make recommendations to clients and develop alternative strategies, plan modeling and cost reduction opportunities.
Champion client cross-selling initiatives and develop customer accounts.
Conduct on-site meetings to communicate or administer benefit plans and coordinate, manage and attend client meetings both virtually and in person.
Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.
Provide resolution support and oversight for client issues such as contract clarifications and billing.
Qualifications
2-4 years' experience in employee benefits industry or related marketplace. College degree preferred.
Prior customer service experience is 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.
Keep informed about industry information, technology and trends.
Ability to carry out complex tasks with many concrete and abstract variables.
About 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 celebrate their growth and success through distinctive development and recognition programs.
Programs and Recognition USI offers a range of programs and rewards, including an employee wellness program, scholarships for associates’ children, and financial help in times of need. We emphasize diversity and inclusion and community engagement through initiatives such as the I’m With U program and local environmental efforts.
Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
Named to Business Insurance’s Best Places to Work in Insurance list (2020-2025).
Named to Fortune’s Best Workplaces in Financial Services & Insurance list (2024-2025).
Certified as a Great Place To Work (2024-2025).
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs, including medical, dental, vision, 401(k), flexible spending and health savings accounts, disability, life insurance, paid time off, paid family leave, and paid holidays.
Salary: $64,600 - $94,500
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General Description: Manages Employee Benefits insurance accounts and services as their day-to-day contact.
Responsibilities
Manage a book of business comprised of fully insured clients but may include some self-insured clients.
Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.
As needed, prepare materials for client meetings. Educate, advise and aid clients on all compliance topics, including ERISA, COBRA, FMLA, 5500s and Health Care Reform.
Set up new group insurance contracts for existing clients or new clients.
Manage the renewal process including the preparation of appropriate contractual changes.
Implement and manage programs recommended by technical resources (e.g. wellness, communications, strategies, pharmacy).
May be responsible for the marketing and placement of new benefit products.
Prepare client applications for review.
Determine most appropriate carriers and analyze and compare carrier quotes and coverage offerings.
Make recommendations to clients and develop alternative strategies, plan modeling and cost reduction opportunities.
Champion client cross-selling initiatives and develop customer accounts.
Conduct on-site meetings to communicate or administer benefit plans and coordinate, manage and attend client meetings both virtually and in person.
Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.
Provide resolution support and oversight for client issues such as contract clarifications and billing.
Qualifications
2-4 years' experience in employee benefits industry or related marketplace. College degree preferred.
Prior customer service experience is 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.
Keep informed about industry information, technology and trends.
Ability to carry out complex tasks with many concrete and abstract variables.
About 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 celebrate their growth and success through distinctive development and recognition programs.
Programs and Recognition USI offers a range of programs and rewards, including an employee wellness program, scholarships for associates’ children, and financial help in times of need. We emphasize diversity and inclusion and community engagement through initiatives such as the I’m With U program and local environmental efforts.
Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
Named to Business Insurance’s Best Places to Work in Insurance list (2020-2025).
Named to Fortune’s Best Workplaces in Financial Services & Insurance list (2024-2025).
Certified as a Great Place To Work (2024-2025).
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs, including medical, dental, vision, 401(k), flexible spending and health savings accounts, disability, life insurance, paid time off, paid family leave, and paid holidays.
Salary: $64,600 - $94,500
#J-18808-Ljbffr