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Employee Benefits Team Lead


VA - Falls Church

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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.

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.

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

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