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EB Account Executive

Location:

OH - Toledo

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Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate 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.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

  • The Top Insurance Employers by Insurance Business America four years in a row (2018-2021).
  • Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row. 
  • Forbes Best Large Employers in America (2018-2019). 
  • Ranked as one of Forbes Best Large Employers in America (2018-2019).

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.
  •  

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:

23161

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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