USI Insurance Services · 2 days ago
Employee Benefits Account Manager, Select
Cincinnati, OH
Full-time
Remote
Mid Level
3+ years exp
Maximize your interview chancesCommercial InsuranceConsulting
Hiring Manager
Colleen Gartenberg (We ARE Hiring)
Insider Connection @USI Insurance Services
Get 3x more responses when you reach out via email instead of LinkedIn.
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
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Required
3-5 years’ experience in employee benefits industry or related marketplace.
Must hold 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
Vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
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.
10,001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market· undefined
2017-03-17Acquired· undefined
Leadership Team
Sandra Usleman
Senior Vice President & Chief Sales Officer
Stew Gibson
Senior Vice President and Chief Information Officer
Recent News
Globe Newswire
2024-06-03
2024-05-17
GlobeNewswire News Room
2024-05-06
Company data provided by crunchbase
