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EB Account Executive

Location:

NC - Charlotte

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General Description: Manages complex Employee Benefit insurance accounts and services as their day-to-day contact.

Responsibilities:

  • Manage a complex book of business with various funding methods and increased levels of customization.
  • ·        Provide proactive, personalized support to assigned clients.  Act as the primary contact between clients and insurance carriers.
  • Provide insurance expertise to clients and act as a knowledge resource for other members of the Account Management team.
  • Manage client renewals and negotiate with carriers on behalf of clients.
  • Lead client meetings regarding renewal and utilization results.
  • Regular client contact and in-person attendance at client meetings.
  • Engage clients, where appropriate, with internal USI Technical Resources.
  • Educate, advise and aid clients on all Compliance topics. Includes, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform. 
  • ·        Conduct on-site meetings to communicate or administer benefit plans.
  • Develop employee communications for renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications. 
  • Participate in peer review as both a participant and a reviewer of standards client deliverables.
  • Develop training content and deliver it to the Account Management team.

Knowledge, Skills, and Abilities:

  • 4+ years of experience in employee benefits industry. College degree preferred.
  • Prior customer service experience is preferred.
  • Must hold or be willing to earn life and disability insurance license.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Ability to set priorities and manage deadlines.
  • Ability to carry out complex tasks with many concrete and abstract variables.
  • Ability to work in a fast-paced, team environment with minimal instruction.
  • Ability to communicate in a clear, concise, and concrete way in front of an audience.
  • Ability to define problems and generate potential solutions.
  • Keep informed about industry information, technology, and trends.
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Why USI?
With more than $2.5 billion in revenue and over 10,000 associates across 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. We invite you to learn more about what makes USI an exceptional place to work!

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, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educated 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 for six consecutive years (2018-2023).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
  • Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
  • Visit our Awards and Accolades page for a complete list of 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.


Job ID:

27193

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