Senior Account Manager

Employee Benefits Senior Account Manager

We are seeking an experienced professional to manage complex Employee Benefit insurance accounts and services as their day‑to‑day contact.

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 client 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 both as a participant and as a reviewer of standard client deliverables.
• Develop training content and deliver it to the Account Management team.

• 4+ years of experience in the employee benefits industry. 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 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 celebrate their growth and success through unique employee reward and recognition programs.

We offer a comprehensive suite 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 unique employer‑sponsored and voluntary programs. Additional benefits include a generous paid time off policy, paid family leave, and paid holiday time.