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EB Team Lead (Acct Mgr IV)


MI - Troy

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General Description: This position serves as the primary service contact for complex clients and is responsible for client satisfaction and the day to day development of the Service Team. This position is expected to consistently provide excellent customer service and leadership to accounts, as well as represent client need and goals within the organization to ensure quality.

Major Responsibilities:

  • Individual would manage a limited book of business comprised of complex clients who are located both locally and nationally, and have various funding methods, advanced contract features and structure that requires a higher level of experience and technical expertise.
  • Responsible for acting as the primary contact between clients and insurance carriers and retaining clients through customer service which includes open and clear communication channels with clients, producers and internal partners. Ensure accurate and timely responses occur between all parties.
  • Ability to lead client meetings regarding renewal and utilization results in the absence of the Account Executive and/or Producer.
  • Identify problems, summarize and develop strategic solutions with the client and internal Partners by incorporating the company's culture, mission and future staffing needs into our recommended strategic solutions.
  • Expected to attend client meetings on site at their location(s). On occasion overnight travel may be required.
  • As needed, preparation of materials needed for client meetings including but not limited to agendas, reports, calendars, etc.
  • Expected to have regular client contact as established by the client service calendar and renewal timeline. Client contact will include all methods: electronic, telephonic and in person.
  • Educate, advise and aid clients on all Compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.
  • Communicate due dates, timelines and expectation to clients and partners.
  • Install new group insurance contracts for existing clients or new clients effectively utilizing resources to match client needs.
  • Administer renewals including preparing appropriate contractual changes.
  • Conduct on-site meetings to communicate to employees and/or administrator about their benefit plans.
  • Develop employee memorandum drafts for client to communicate the following; annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
  • Lead the peer review process both as a participant as well as a reviewer.
  • Provide resolution support and oversight of employee issues such as enrollment and billing issues.
  • Provide periodic quality audits, when necessary.
  • Responsible for the direct management of 4 or more employees.
  • Responsible for interviewing, hiring, training and development of the team.
  • Manage employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance and approval of expense reports.
  • Develop and maintain excellent carrier relationships.
  • Provide leadership to the team that promotes teamwork by sharing experiences, assisting others when help is needed and maintaining a positive and professional attitude.
  • Ability to work on additional projects that supports the overall development and advancement of the Employee Benefits team.
  • Other miscellaneous duties as assigned.

Knowledge, Skills and Abilities:

  • Minimum 5+ years of experience in employee benefits industry or related marketplace.
  • 4 year college degree or industry specific designation preferred.
  • Prior managerial experience is preferred, but not required.
  • Must currently hold life and disability insurance license (or must obtain it within 4 months following date of employment) and retain license by meeting the continuing education requirements.
  • High level of computer literacy including working knowledge of Windows2007, Excel, Word and PowerPoint.
  • Sets priorities and manages work flow independently to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Able to assist and mentor fellow Associates as needed.
  • Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
  • Ability to participate and support the development of fellow service team members as needed.
  • Project a professional image in action and appearance.
  • Strong ability to problem solve, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast paced environment.
  • Keep informed and further industry education, new product knowledge, legislation, coverages and technology to continuously improve knowledge and performance with the ability to articulate and educate those around them.
  • Refined verbal and written communication skills.
  • Strong presentation skills.
  • Ability to create and conduct trainings for internal Associates on various topics as needed.
  • Strong attention to detail.
  • Ability to carry out complex tasks with many concrete and abstract variables.

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 family leave benefit as well as paid holiday time.

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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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