Employee Benefits Account Manager

1 month ago

Brookfield, United States USI Holdings Corporation Full time
General Description: Manages Employee Benefits insurance accounts and services as their day-to-day contact.

Major Responsibilities:

• Manage a book of business comprised of fully insured clients but may include some self-insured clients.

• Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.

• As needed, preparation of materials needed for client meetings. Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.

• Set up new group insurance contracts for existing clients or new clients.

• Manage the renewal process including the preparation of appropriate contractual changes.

• Implement and manage programs recommended by technical resources (e.g. wellness, communications, strategies, pharmacy)

• May be responsible for the marketing and placement of new benefit products.

• Prepare client application for review

• Determine most appropriate carriers

• Analyze and compare carrier quotes and coverage offerings

• Make recommendations to clients

• Develop alternative strategies, plan modeling and cost reduction opportunities.

• Champion client cross-selling initiatives and develop customer accounts.

• Conduct on-site meetings to communicate or administer benefit plans.

• Coordinates, manages and attends client meetings both virtually and in person

• Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.

• Resolution support and oversight for client issues such as contract clarifications and billing.

Knowledge, Skills and Abilities:

• 2-4 years experience in employee benefits industry or related marketplace. 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 work in a fast-paced, team environment with minimal instruction.

• Keep informed about industry information, technology and trends.

• Ability to carry out complex tasks with many concrete and abstract variables.

#LI-JN1

#LI-hybrid

Why USI?

With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work


Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients 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. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.


Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winning I'm With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years (2018-2023).
  • Named to Business Insurance's annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
  • Recipient of the American Heart Association's Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
  • Visit our Awards and Accolades page for a complete list of industry awards and recognitions


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 as well as paid holiday time.

Job ID:

28844

  • Small Business Employee Benefits Sales Representative

    4 weeks ago

    Brookfield, Wisconsin, United States USI Holdings Corporation Full time

    Job DescriptionThis role is designed to cultivate new employee benefits sales talent with a long-term career at USI. The program offers extensive training and production opportunities over a 12-24 month period. This is an outside sales position with a focus on employer groups with 10-50 employees.ResponsibilitiesParticipate in the Other Industry New Producer...

  • Account Manager

    1 month ago

    Brookfield, Wisconsin, United States Beautiful Cleaning Full time

    Job OverviewBeautiful Cleaning is seeking a highly skilled and experienced Account Manager to join our team. As a key member of our operations team, the Account Manager will be responsible for executing our services with consistency, supervising and coaching our employees, and ensuring that our clients receive the highest level of service.Key...

  • Account Representative Ee Benefits

    4 weeks ago

    Brookfield, Wisconsin, United States National Insurance Services Full time

    As a key member of our team at National Insurance Services, you will be responsible for driving growth and revenue in the Wisconsin territory. Your primary focus will be on cross-selling existing accounts and providing exceptional service to our valued clients.You will serve as the primary point of contact for groups and work closely with our Account Rep...

  • Accounting Manager

    4 weeks ago

    Brookfield, Wisconsin, United States Lauber Business Partners Full time

    Job DescriptionLauber Business Partners is seeking a highly skilled and experienced Accounting Manager to join our team. As a key member of our leadership team, you will be responsible for overseeing all accounting functions, including financial reporting, budgeting, and internal controls.Key Responsibilities:Develop and maintain accounting principles,...

  • Account Manager in Development

    4 weeks ago

    Brookfield, Wisconsin, United States Hydrite Full time

    WHO WE AREWe are a company that values people and strives to create a family-driven environment. Our financial stability allows us to invest in our employees and provide opportunities for growth.We are seeking problem-solvers to join our team and contribute to our present and future growth objectives.OPPORTUNITYThe Sales Development Program is designed to...

  • Financial Accounting Manager

    4 weeks ago

    Brookfield, Wisconsin, United States Old Republic Risk Management Inc Full time

    Financial Accounting Manager Job DescriptionOld Republic Risk Management Inc is seeking a highly skilled Financial Accounting Manager to join our team. As a key member of our finance department, you will be responsible for directing financial accounting procedures and controls to ensure the accuracy and timeliness of financial statements.Key...

  • Account Manager

    3 weeks ago

    Brookfield, United States OwnersEdge, Inc. Full time

    Summary: The Account Manager is responsible for leading the expansion of CC&N's presence throughout the United States. Primary objectives are to meet or exceed annual budgeted DAS/Public Safety/Wi-Fi revenue and operating income targets, establish lasting vendor, partner, and customer relationships, and effectively manage branch staff. Essential Functions: ...

  • Senior Accounting Manager

    4 weeks ago

    Brookfield, Wisconsin, United States Lauber Business Partners Full time

    Job Title: Senior Accounting ManagerLauber Business Partners is seeking a highly skilled Senior Accounting Manager to join our team. As a key member of our leadership team, you will be responsible for overseeing all accounting functions, including financial reporting, budgeting, and internal controls.Key Responsibilities:Develop and maintain accounting...

  • Account Manager

    3 months ago

    Brookfield, United States CC&N Full time

    Summary: The Account Manager is responsible for leading the expansion of CC&N's presence throughout the United States. Primary objectives are to meet or exceed annual budgeted DAS/Public Safety/Wi-Fi revenue and operating income targets, establish lasting vendor, partner, and customer relationships, and effectively manage branch staff. Essential Functions:...

  • Accounts Payable Manager

    1 month ago

    Brookfield, United States Creative Financial Staffing Full time

    AP Manager Responsibilities of AP Manager: Management of the accounts payable function, including but not limited to supplier onboarding and ongoing record maintenance, invoice processing, disbursements, supplier and internal business partner inquiries, and 1099 and tax related matters. Developing, implementing and maintaining procedures and policies,...

  • Accounting Senior Manager

    4 weeks ago

    Brookfield, Wisconsin, United States SVA Inc Full time

    SVA Inc is seeking a Senior Manager to lead our Tax Advisory Services team in Brookfield, WI. The ideal candidate will have a strong background in accounting and leadership skills.Key Responsibilities:Client relationship management, including ownership of complex engagements and projects.Develop, train, and utilize staff members on assigned teams.Identify...

  • Pension System Account Manager

    4 weeks ago

    Brookfield, Wisconsin, United States Milliman Full time

    Pension System Account Manager Job DescriptionThe MARC Pension System Account Manager is responsible for the implementation and support of the MARC pension administration system. This system is a defined benefit pension calculation and administration system. The Account Manager assists with new client implementations and provides support for existing client...

  • Account Manager

    3 weeks ago

    Brookfield, United States COMMUNICATIONS CABLING & NETWORKING Full time

    JOB REQUIREMENTS: Summary: The Account Manager is responsible for leading the expansion of CC&N\'s presence throughout the United States. Primary objectives are to meet or exceed annual budgeted DAS/Public Safety/Wi-Fi revenue and operating income targets, establish lasting vendor, partner, and customer relationships, and effectively manage branch staff....

  • Account Manager

    3 weeks ago

    Brookfield, United States COMMUNICATIONS CABLING & NETWORKING Full time

    JOB REQUIREMENTS: Summary: The Account Manager is responsible for leading the expansion of CC&N\'s presence throughout the United States. Primary objectives are to meet or exceed annual budgeted DAS/Public Safety/Wi-Fi revenue and operating income targets, establish lasting vendor, partner, and customer relationships, and effectively manage branch staff....

  • Pension System Account Manager

    1 month ago

    Brookfield, United States Milliman Full time

    JOB REQUIREMENTS: Description Description The MARC Pension System Account Manager is responsible for the implementation and support of the MARC pension administration system. MARC is a defined benefit pension calculation and administration system. The Account Manager assists with new client implementations and provides support for existing client systems....

  • Pension System Account Manager

    4 weeks ago

    Brookfield, Wisconsin, United States Milliman Full time

    Pension System Account Manager Job DescriptionThe MARC Pension System Account Manager is responsible for the implementation and support of the MARC pension administration system. This system is customized and used directly by clients to administer their defined benefit plans.The Account Manager assists with new client implementations and provides support for...

  • Project Accountant

    1 month ago

    Brookfield, Wisconsin, United States DAAR Engineering Full time

    About DAAR EngineeringDAAR Engineering, Inc. is a leading civil engineering and construction management firm based in Wisconsin. We specialize in public and private sector improvement projects and are committed to delivering high-quality services to our clients.Job DescriptionWe are seeking a highly skilled Project Accountant to join our administrative team....

  • Project Accountant

    4 weeks ago

    Brookfield, United States DAAR Engineering Full time

    Job DescriptionJob DescriptionABOUT USDAAR Engineering, Inc. is an award-winning Wisconsin based civil engineering and construction management firm comprised of experienced engineers, technicians, and project managers specializing in both public and private sector improvement projects. We are currently seeking a Project Accountant to join our administrative...

  • Accounting Supervisor or Manager

    4 weeks ago

    Brookfield, Wisconsin, United States SVA Inc Full time

    Accounting Supervisor or ManagerSVA Inc is seeking a highly skilled Accounting Supervisor or Manager to join our team in Brookfield, WI or Madison, WI locations. As a key member of our Small Business Accounting team, you will be responsible for refining your skills across various industries, with a focus on our Healthcare clients. You will have the...

  • Accounting Senior Manager

    3 weeks ago

    Brookfield, United States SVA Inc Full time

    SVA is looking for a Senior Manager to join our growing Management Advisory Services / Tax team in our Brookfield, WI location. This is the opportunity you have been looking for! In this role, you will refine your skills across several industries, find your passion and the perfect fit. You will benefit from continuous learning through client-facing...