Senior Account Manager

General Description

Manages complex Employee Benefit insurance accounts and services as their day‑to‑day contact.

• Manage a complex book of business with various funding methods and increased levels of customization.
• Provide proactive, personalized support to assigned clients and 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.
• Maintain regular client contact and attend meetings in person.
• Engage clients, where appropriate, with internal USI Technical Resources.
• Educate, advise and aid clients on all Compliance topics, including 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 client deliverables.
• Develop training content and deliver it to the Account Management team.

• 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.

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. We invest heavily in our associates and take pride in celebrating their growth and success through unique employee reward and recognition programs.

The 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.

In addition to competitive pay, incentives, and benefits, USI recognizes associates through the Summit Awards program, rewarding excellence. We also offer wellness programs, scholarships for associates’ children, and financial help in times of need.

We are committed to giving back to local communities, supporting environmental sustainability, and partnering with eco‑conscious vendors to reduce our footprint.

Our I’m With U diversity, equity, and inclusion program provides education and training resources, employee support programs, and community outreach initiatives.

• 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.