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Employee Benefits Service Account Executive (not sales)


IL - Chicago, IL - Oak Brook

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

Major 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. 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.
  • Lead client interests in internal USI Technical Resources where appropriate.
  • Represent client interests during internal USI account strategy meetings.
  • Participate in peer review as both participant and reviewer of standard and complex deliverables.
  • Anticipate client needs and identify the strategies to solve them.
  • Prepare materials for client meetings. Including but not limited to agendas, reports, calendars, custom reports, etc.
  • Technical expert for clients and internal team members on all Compliance topics. Includes, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.
  • Conduct on site and virtual meetings to communicate or administer benefit plans for clients.
  • Develop employee communications for renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications. 
  • Resolution support and oversight of employee issues such as enrollment and billing issues.
  • Develop and deliver periodic training content to other service team members.
  • Ownership for multiple initiatives and special projects to support the service team.

Knowledge, Skills and Abilities:

  • 4+ years of experience in employee benefits industry or related marketplace. College degree preferred.
  • Strong knowledge of Employee Benefits.
  • Must currently hold life and disability insurance license or obtain it within 4 months following date of employment.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Strong communication, negotiation and presentation skills.
  • Able to work in a fast-paced, team environment with minimal instruction.
  • Able to define problems and generate potential solutions.
  • Keep informed about industry information, technology and trends.
  • Good attention to detail and ability to self-check work.



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