Account Manager
Listed on 2026-01-26
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Insurance
Insurance Sales -
Sales
Insurance Sales
Employee Benefits Account Manager
Join to apply for the Employee Benefits Account Manager role at USI Kibble & Prentice
Locations:
Cincinnati, OH;
Dayton, OH
Job
General DescriptionManages Employee Benefits insurance accounts and services as their day-to-day contact.
Major 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.
- Prepare 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 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 the 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.
- Coordinate, manage and attend client meetings both virtually and in person.
- Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.
- Provide resolution support and oversight for client issues such as contract clarifications and billing.
Skills and Abilities
- 2‑4 years experience in employee benefits industry or related marketplace. College degree preferred.
- Prior customer service experience is preferred.
- Must hold or be willing to earn a 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.
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates and celebrate their growth and success through unique employee reward and recognition programs.
USI ONE Advantage® delivers a robust set of risk management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, demonstrating the positive economic impact of our solutions.
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in building the brand each day. USI offers extensive wellness, scholarship, and financial assistance programs, encouraging high‑performance and healthy lifestyles.
We are committed to community engagement, environmental sustainability, and diversity, equity, and inclusion. Our I’m With U program educates associates to better serve clients, prospects, and communities, building a more inclusive workplace.
- Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018‑2024).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020‑2024).
- Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
- Honored by Glassdoor as a Best‑Led Company in the U.S. in 2024.
- Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024.
USI is committed to providing a full‑suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare, and financial benefits, including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long‑term disability, life insurance, and other unique employer‑sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit and paid holiday time.
SeniorityLevel
- Entry level
- Full‑time
- Sales and Business Development
- Insurance
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