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Client Benefits Relationship Manager

2 months ago

Toledo, Ohio, United States USI Insurance Services Full time
Job Overview: Client Benefits Relationship Manager
Position Summary: Oversees and manages insurance portfolios for Employee Benefits, serving as the primary point of contact for clients.
Core Responsibilities:
  • Administer a diverse portfolio of clients, including both fully insured and potentially self-insured accounts.
  • Deliver dedicated assistance to assigned clients, acting as the principal intermediary between clients and insurance carriers.
  • Prepare and present materials for client consultations, educating clients on compliance matters such as ERISA, COBRA, FMLA, and Health Care Reform.
  • Facilitate the establishment of new group insurance agreements and manage the renewal process.
  • Execute recommended initiatives and strategies to enhance employee benefits offerings.
  • Assess carrier proposals and coverage alternatives to provide informed recommendations to clients.
  • Formulate alternative strategies aimed at cost reduction and growth of client accounts.
  • Conduct on-site consultations and effectively address client concerns.
Qualifications:
  • 2-4 years of experience in the employee benefits sector.
  • A college degree is preferred.
  • Experience in customer service is advantageous.
  • A life and disability insurance license is required or the willingness to obtain one.
  • Proficient in web-based applications and Microsoft Office Suite.
  • Strong skills in prioritization and deadline management.
  • Ability to collaborate effectively within a team and adapt to dynamic environments.
  • Commitment to staying informed on industry developments and trends.
Company Profile:
USI Insurance Services is a prominent insurance brokerage and consulting firm, generating over $2.5 billion in revenue with a broad national footprint. With an emphasis on personal and professional growth, USI fosters a vibrant work culture complemented by distinctive employee recognition and reward programs. Join USI to contribute to a team that provides exceptional risk management and benefits solutions to clients through strategic and impactful initiatives.