USI Insurance Services · 6 hours ago
MBA BST Account Manager
New Jersey, United States
Full-time
Onsite
Entry, Mid Level
$65K/yr - $70K/yr
2+ years expUSI Insurance Services is a company dedicated to providing comprehensive benefits to its clients. They are seeking an Account Manager to assist clients with benefit or claim questions, handle administrative inquiries, and ensure smooth onboarding of new clients.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Assist clients and their employees with claim, billing, enrollment and servicing issues
Assist clients with administrative questions about enrollment, eligibility and special contract provisions. Consult clients on annual open enrollment renewal options available and alternative carriers
Handle all inbound and outbound client calls
Resolve day-to-day issues for clients with a proactive approach towards frequent issues
Educate, advise and aid clients on HIPAA, COBRA and other Health Care Reform topics
Coordinate onboarding of new clients and ensure set up quickly and accurately
Process all policy changes, endorsements and other requests of clients and brokers
Identify cross-selling opportunities
Send and follow up on requests for broker of record changes and account terminations
Follow system and Account Manager workflow
Meet personal/team qualitative and quantitative targets. Processes all incoming work volume within the established goals and parameters
Respond to emails and voicemails within 24 business hours. Resolution within 3 business days. Contact clients with delinquent and non-payment accounts to obtain payment. Correct billing errors
Submit the appropriate notification forms to the commission department
Maintain accurate client and team information in agency management system
Special projects as needed
Qualification
Required
Accident & Health license is required or ability to obtain within three months from date of hire
Ability to creatively and proactively problem-solve
Ability to stay organized and focused in a busy environment
Effective communication skills when dealing with co-workers, brokers, clients and carriers
Strong verbal and written communication skills
Ability to work in a team environment
Familiar with products, services, competitive offerings, market needs and industry trends
Understanding of health and ancillary benefit plan designs and claim procedures
Experienced in Microsoft Office products including Word, Excel and PowerPoint
Strong analytical skills capable of using and interpreting benefit related facts and figures
Preferred
Bachelor's degree preferred
2+ years experience working in a group health insurance setting, preferably in a brokerage environment
Benefits
Medical
Wellness
Dental
Vision
401(k)
Flexible spending
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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