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MBA BST Account Manager

Job in Melville, Suffolk County, New York, 11775, USA
Listing for: USI Insurance Services
Full Time position
Listed on 2026-01-26
Job specializations:
  • Business
    Business Development, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below

NJ - Elmwood Park, NJ - Marlton, NY - Melville

Job

31628

Description and Requirements

General Description: The Account Manager helps clients and their employees with benefit or claim questions.

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.
  • 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.

Knowledge, Skills and Abilities:

  • 2+ years experience working in a group health insurance setting, preferably in a brokerage environment. Bachelor’s degree preferred.
  • 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

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 as well as paid holiday time.

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