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Account Manager

4 months ago

San Antonio, United States USI Insurance Services 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 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:

  • 2+ 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.