Employee Benefits Consultant jobs in United States
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USI Insurance Services · 2 days ago

Employee Benefits Consultant

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world. The Employee Benefits Consultant will manage insurance accounts and provide personalized support to clients, ensuring compliance and effective communication between clients and insurance carriers.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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Growth Opportunities
Hiring Manager
Christina Keane
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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
Coordinates, manages and attends client meetings both virtually and in person
Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications
Resolution support and oversight for client issues such as contract clarifications and billing

Qualification

Employee benefits experienceLifeDisability insurance licenseCustomer service experienceMicrosoft Office proficiencyIndustry knowledgeTeam collaborationTime management

Required

2-4 years experience in employee benefits industry or related marketplace
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

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
Other unique employer-sponsored and voluntary programs
Generous paid time off policy
Paid family leave benefit
Paid holiday time

Company

USI Insurance Services

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USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.

Funding

Current Stage
Late Stage
Total Funding
$1B
Key Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired

Leadership Team

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Stew Gibson
Senior Vice President and Chief Information Officer
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Dave Petno
Vice President, Employee Benefits Consultant
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Company data provided by crunchbase