Employee Benefit Senior Account Manager, Select
San Jose, CA (Remote)
Posted 4 weeks ago
Job Description
- Provide proactive, consultative support to a book of assigned clients. Lead all meetings and interactions with clients.
- Evaluate Select product offerings and/or alternative funding programs for clients. As appropriate, guide clients through the transfer from fully insured to alternative funding benefit plan designs. Includes educating clients on underwriting and compliance requirements.
- Interpret clients’ current coverage plans, identify gaps, and recommend opportunities to expand lines of coverage. Provide insurance technical expertise to clients.
- Educate, advise, and aid clients on all compliance topics. Includes alternative funding requirements, ERISA, COBRA, FMLA, 5500s and Health Care Reform.
- Act as primary contact between clients and insurance carriers. Respond to requests for information, documents, and employee benefits insurance inquiries.
- Accountable for marketing and placement of client insurance renewals and new business. Includes:
- Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.
- Introduce clients to USI Benefit Resource Center for resolution support. Includes assistance with claims issues and benefit plan/policy questions.
- Provide oversight and assistance with employee issues such as enrollment and billing issues.
- Introduce clients to USI value-add services where appropriate.
- Maintain a high degree of accuracy in agency management and document management systems.
- Ensure client deliverable standards are met. Participate in peer review with team members.
- Keep current with industry information, technology, and trends.
- 4 years + experience in employee benefits industry or related marketplace.
- College degree preferred.
- Customer service experience preferred.
- Must hold Life & 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.
- Ability to carry out complex tasks with many concrete and abstract variables.
- Strong verbal and written communications skills.
- Ability to define problems and generate potential solutions.
Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 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.
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 and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates 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 eight consecutive years (2018-2025).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
- Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
- Certified as a Great Place To Work two years in a row (2024-2025).
Visit our Awards and Accolades page for a complete list of our latest 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.
USI Insurance Services
USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,500 industry-leading professionals across approximately 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.
Salaries
Posted range
$80K/yr – $90K/yr
Taken straight from the job posting.
Links
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