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Employee Benefits Team Lead


WA - Seattle

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Why USI?
With over $2 billion in revenue and more than 9,000 associates located in approximately 200 offices across the country, 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
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 committed to ensuring a fair, diverse, and inclusive work environment for all. Our diversity, equity 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

  • Recognized as one of Insurance Business America’s Top Insurance Employers for five consecutive years (2018-2022).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
  • Gold recipient, American Heart Association’s Workplace Health Achievement Index, three years in a row (2018-2021).

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.
  • ·        Provide proactive, personalized support to assigned clients, including:
    • o   Negotiating with carriers on behalf of clients
    • o   Representing client interests in internal strategy meetings
    • o   Setting up new group insurance contracts
    • o   Ensuring accurate and timely responses
  • Provide day-to-day management and development of 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. 
  • Participates in peer review process as both a participant and reviewer of standard and complex deliverables.

Knowledge, Skills and Abilities:

  • 5+ years of experience in 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 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.
  • Keep informed about industry information, technology and trends.
  • Able to define problems and generate potential solutions.
  • Strong communication and negotiation skills.
  • Assist, mentor and conduct trainings for fellow team members.

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 12 paid holidays.

Salary Range: $100,000 - $160,000

This is a Paid Time Off/Sick Leave eligible position, 18 days per year.
This is a bonus eligible position with a target inventive of 10%.


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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.

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