Skip to content

Employee Benefits Team Lead


VA - Falls Church

Apply now Share Share EB Team Lead (Acct Mgr IV) with Facebook Share EB Team Lead (Acct Mgr IV) with LinkedIn Share EB Team Lead (Acct Mgr IV) with Twitter Share EB Team Lead (Acct Mgr IV) with a friend via e-mail

General Description: Manage up to 5 complex clients with unique needs as the day-to-day contact. Responsible for the management and development of the Service Team.


·       Manage a book of highly complex key clients with significant unique needs.

·       Primary contact between clients and insurance carriers. Provide best-in-class service to retain clients and drive growth.

·       Provide proactive, personalized support to assigned clients, including:

o   Negotiate with carriers on behalf of clients.

o   Represent client interests in internal strategy meetings.

o   Set up new group insurance contracts.

o   Ensure accurate and timely responses.

·       Provide day-to-day management and development for 4 or more employees.

·       Provide oversight and implementation of operational strategic objectives service team.

·       Develop and implement a regularly scheduled training plan for the service team.

·       Provide strong insurance technical expertise to clients and members of the Account Management and Sales team.

·       Lead client meetings regarding renewal and utilization results.

·       Regular client contact and in-person attendance at client meetings.

·       Champion client cross-selling initiatives and develop customer accounts.

·       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.

·       Educate, advise, and communicate strategy and value to both clients and internal team members on all USI value propositions.  Includes, but not limited to, Compliance, Population Health Management, Analytics, Benefit Resource Center, etc. 

·       Conduct on-site or virtual meetings to communicate or administer benefit plans.

·       Develop employee communications for changes, enrollment procedures, miscellaneous benefit changes and/or clarifications. 

·       Resolution support and oversight for employee issues such as contract clarification, enrollment, and billing.

·       Participate in peer review process as both a participant and reviewer of standard and complex deliverables.

·       Keep current on industry information, technology, and trends.

Knowledge, Skills and Abilities:

·       5 years + of experience in the employee benefits industry.

·       College degree preferred.

·       Expert understanding of Employee Benefits.

·       Prior managerial experience preferred.

·       Must hold life and disability insurance license or be willing to obtain one within 4 months of hire.

·       Comfortable with internet-based programs and Microsoft Office products.

·       Able to carry out complex tasks with many concrete and abstract variables. 

·       Able to work in a fast-paced, team environment with minimal instruction.

·       Able to define problems and generate potential solutions.

·       Strong communication and negotiation skills.

·       Assist, mentor, and conduct trainings for fellow team members.

Physical Demands:

Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, and bending.

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:

·        Insurance Business America’s Top Insurance Workplaces, three years in a row (2018-2020).

·        Business Insurance’s 2020 list of Best Places to Work in Insurance.

·        Forbes Best Large Employers in America (2018-2019).

Ranked as one of Forbes Best Large Employers in America (2018-2019).

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:


Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
Notice to 3rd Party Recruiters

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.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email