USI Insurance Services · 1 day ago
Employee Benefit Account Manager, Select
Southlake, TX
Full-time
Hybrid
Mid Level
3+ years expUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, with a commitment to personal and professional development. The Employee Benefit Account Manager will manage and retain a book of assigned small employee benefits accounts, serving as the day-to-day contact for clients and providing them with proactive support and insurance expertise.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Hiring Manager
Colleen Gartenberg (We ARE Hiring)
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. Includes 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 the 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. Includes 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
Qualification
Required
3-5 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
Ability to carry out complex tasks with many concrete and abstract variables
Strong oral and written communications skills
Ability to define problems and generate potential solutions
Preferred
College degree preferred
Customer service experience 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
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10001+ employees
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
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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