As an Individual Service Account Manager, you will provide essential support and guidance to clients on benefit and claim-related inquiries. You will play a key role in ensuring our clients receive timely and accurate assistance, helping them navigate their health insurance needs with confidence.
What You'll Do:
Assist clients with claims, billing, enrollment, and general servicing inquiries.Address administrative questions related to enrollment, eligibility, and special contract provisions.Advise clients during annual open enrollment on renewal options and alternative carriers.Handle all inbound and outbound client calls with professionalism and efficiency.Resolve day-to-day client issues with a proactive and solution-oriented approach.Coordinate onboarding for new clients, ensuring accurate and timely setup.Process policy changes, endorsements, and other requests from clients and sales representatives.Identify cross-selling opportunities.Initiate and follow up on broker of record changes and account terminations.Adhere to established workflows and system processes for Account Managers.Meet individual and team performance targets, processing work volume within defined goals and timelines.Respond to emails and voicemails within 24 business hours; resolve within 3 business days.Contact clients with delinquent and non-payment accounts to secure payment and correct billing discrepancies.Submit appropriate notification forms to the commission department.Maintain accurate client and team information in the agency management system.What We're Looking For:
Accident & Health license required, or ability to obtain within three months from date of hire.2+ years of experience in individual health insurance, preferably within a brokerage environment.Bachelor’s degree preferred.Familiarity with health insurance products, services, market trends, and competitive offerings.Understanding of health and ancillary benefit plan designs and claim procedures.Excellent analytical skills with the ability to use and interpret benefit-related data and figures.Creative and proactive problem-solving abilities.Strong organizational skills and the ability to stay focused in a fast-paced, team environment.Effective communication skills for interactions with co-workers, brokers, clients, and carriers.Proficiency in Microsoft Office products, including Word, Excel, and PowerPoint.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.
$55,000 Go back Apply Share this job Facebook LinkedIn X Email