Employee Benefits Account Manager

4 days ago

Irvine, United States USI Holdings Corporation Full time

**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 member 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.
- As needed, preparation of materials needed for 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.
- Work independently utilizing all tools and resources available.
- Ability to work in a fast-paced, team environment with mínimal 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.
- Manages complex Employee Benefit insurance accounts and services as their day-to-day contact.

Pay: $75,000.00 - $85,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
- Work from home

Supplemental pay types:

- Bonus opportunities

Weekly day range:

- Monday to Friday

Work setting:

- Hybrid work
- Office

Ability to Relocate:

- Irvine, CA 92618: Relocate before starting work (required)

Work Location: Hybrid remote in Irvine, CA 92618

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