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.