California Licensed Employee Benefits Manager

Job Summary

Providing proactive consultative support to small employee benefits accounts, the full-time California Licensed Employee Benefits Manager will manage client interactions, evaluate product offerings, and guide clients through compliance and funding options, primarily in a remote capacity while being commutable to a USI office in California or Arizona.

Key responsibilities:

• Lead meetings and interactions with assigned clients, offering strategic planning and compliance education
• Evaluate and recommend alternative funding plans, interpreting current coverage and identifying gaps
• Act as the primary contact between clients and insurance carriers, overseeing marketing and placement of insurance renewals and new business

Required qualifications:

• Minimum of 4 years of experience in the employee benefits industry or related marketplace
• College degree preferred
• Must hold a Life & Disability insurance license
• Experience with customer service preferred
• Proficiency in internet-based programs and Microsoft Office products