General Description: Manages complex Employee Benefit insurance accounts and services as their day-to-day contact.

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.

Knowledge, Skills, and Abilities:

• 4 years of experience in employee benefits industry. College degree preferred.
• Prior customer service experience is preferred.
• 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.