USI Insurance Services
EB Account Manager
USI Insurance Services, New York, New York, United States,
General Description:
Manages Employee Benefits insurance accounts and services as their day-to-day contact.
Major 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, preparation of materials needed for client meetings. Educate, advise and aid clients on all Compliance topics, including but not limited to 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 application for review.Determine most appropriate carriers.Analyze and compare carrier quotes and coverage offerings.Make recommendations to clients.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.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.Knowledge, Skills and Abilities: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.Why USI?With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!Unrivaled Resources and Support:
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact.Industry-Leading Programs, Rewards, and Recognition:
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.Deep Community Engagement:
We are committed to giving back to our local communities and supporting a culture of environmental sustainability.Committed to a Diverse, Equitable, and Inclusive Workplace:
Our award-winning I’m With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities.Nationally Recognized as a Top Insurance Employer:Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).Recipient of the American Heart Association’s Gold Status for maintaining a culture of health and well-being five years in a row (2018-2022).USI is committed to providing a full suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.Salary: $56,000-$110,000
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Manages Employee Benefits insurance accounts and services as their day-to-day contact.
Major 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, preparation of materials needed for client meetings. Educate, advise and aid clients on all Compliance topics, including but not limited to 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 application for review.Determine most appropriate carriers.Analyze and compare carrier quotes and coverage offerings.Make recommendations to clients.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.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.Knowledge, Skills and Abilities: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.Why USI?With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!Unrivaled Resources and Support:
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact.Industry-Leading Programs, Rewards, and Recognition:
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.Deep Community Engagement:
We are committed to giving back to our local communities and supporting a culture of environmental sustainability.Committed to a Diverse, Equitable, and Inclusive Workplace:
Our award-winning I’m With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities.Nationally Recognized as a Top Insurance Employer:Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).Recipient of the American Heart Association’s Gold Status for maintaining a culture of health and well-being five years in a row (2018-2022).USI is committed to providing a full suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.Salary: $56,000-$110,000
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