Account Executive - Employee Benefits

Position Overview

Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities.

Key Responsibilities

• Manage a complex book of business with various funding methods, advanced contract features and structure that requires a higher level of experience, technical expertise and customization.
• Primary contact between clients and insurance carriers; provide best in class service to retain clients and drive growth.
• Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.
• Manage client renewals and negotiate terms and conditions with carriers on behalf of clients.
• Lead client meetings regarding renewals and utilization reports.
• Champion client cross-selling initiatives and develop customer accounts.
• Represent client interests at internal USI account strategy meetings and engage USI Technical Resources as appropriate.
• Participate in peer review as both participant and reviewer of standard and complex deliverables.
• Anticipate client needs and identify strategies to solve them.
• Prepare materials for client meetings, including agendas, reports, calendars, custom reports, etc.
• Serve as the technical expert on all Compliance topics including ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Conduct on-site and virtual meetings to communicate or administer client benefit plans.
• Develop employee communications for renewal changes, enrollment procedures and other benefit updates.
• Provide resolution support and oversight for employee issues such as enrollment and billing.
• Develop and deliver periodic training content to other service team members.
• Take ownership of multiple initiatives and special projects to support the service team.

Required Qualifications

• 4+ years of experience in the employee benefits industry or a related marketplace; college degree preferred.
• Strong knowledge of Employee Benefits.
• Must currently hold life and disability insurance license or obtain it within 4 months of employment.
• Comfortable with internet-based programs and Microsoft Office products.
• Strong communication, negotiation, and presentation skills.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Proven ability to define problems and generate potential solutions.
• Detail-oriented with strong self-check capabilities.

Benefits & Perks

• Comprehensive Health, Welfare & Financial Benefits: Medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, short and long-term disability, and life insurance.
• Generous Paid Time Off: Includes paid family leave, holiday time, and a robust paid time off policy.
• Employee Recognition & Development: Programs such as the Summit Awards, award-winning wellness initiatives, and college scholarships.
• Innovative Work Environment: Leverage the USI ONE Advantage® for strategic risk management and benefit solutions that deliver bottom-line financial impact.
• Diverse & Inclusive Culture: Participate in comprehensive initiatives that promote diversity, equity, and inclusion.