USI Insurance Services · 2 hours ago
Employee Benefits Sr Account Manager
USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, seeking a Senior Account Manager for Employee Benefits. The role involves managing complex insurance accounts, providing expert support to clients, and leading client meetings to ensure effective communication and compliance with regulations.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Manage a complex book of business with various funding methods and increased levels of customization
Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers
Provide insurance expertise to clients and act as a knowledge resource for other members of the Account Management team
Manage client renewals and negotiate with carriers on behalf of clients
Lead client meetings regarding renewal and utilization results
Regular client contact and in-person attendance at client meetings
Engage clients, where appropriate, with internal USI Technical Resources
Educate, advise and aid clients on all Compliance topics. Includes, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform
Conduct on-site meetings to communicate or administer benefit plans
Develop employee communications for renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications
Participate in peer review as both a participant and a reviewer of standards client deliverables
Develop training content and deliver it to the Account Management team
Qualification
Required
4+ years of experience in employee benefits industry
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 carry out complex tasks with many concrete and abstract variables
Ability to work in a fast-paced, team environment with minimal instruction
Ability to communicate in a clear, concise, and concrete way in front of an audience
Ability to define problems and generate potential solutions
Keep informed about industry information, technology, and trends
Preferred
College degree preferred
Prior customer service experience is preferred
Benefits
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Generous paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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