USI Insurance

General Description: Manage up to 5 clients as the day-to-day contact. Responsible for the management and development of the small group Service Team. Most clients in this segment are between 51 and 100 employees enrolled in the medical plan.

Responsibilities:

• Manage a book of key clients with unique needs.
• Provide proactive, personalized support to assigned clients, including:
• • Negotiating with carriers on behalf of clients
  • Representing client interests in internal strategy meetings
  • Setting up new group insurance contracts
  • Ensuring accurate and timely responses
• Provide day-to-day management and development of 8 or more employees. We are planning for growth in the small group department; the number of employees is expected to increase.
• Implement operational strategic objectives and provide oversight support to service team members.
• In coordination with the Operations Manager, 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 relevant experience in the employee benefits brokerage firm industry.  
• Expert understanding of Employee Benefits insurance within a brokerage firm environment, to include knowledge of various products and services offered in the industry. 
• Prior managerial experience required, with an established track record of fostering a respectful, collaborative, and productive work environment.
• Must hold a TDI H&W insurance license (Life, Accident, Health, and HMO license issued by the Texas Department of Insurance) or comparable license issued by another state.
• Strong experience with internet-based programs, Microsoft Office products, and insurance brokerage firm information systems.
• Experience in training and mentoring team members with varying competencies and experience, overseeing processes, and ensuring compliance with applicable industry regulations. 
• Able to assist client needs, analyze data, develop, and execute an effective benefit solutions strategy that aligns with client expectations. 
• Experience in building and maintaining client relationships focused on consistently understanding their needs and providing tailored solutions. 
• Able to handle simple and complex issues providing innovative solutions in a fast-paced environment. 
• Able to carry out complex tasks with many concrete and abstract variables. 
• Able to work in a fast-paced, alone and/or in a team environment with minimal instruction.
• Keep informed about industry information, technology and trends.
• Able to define problems and generate potential solutions.
• Strong verbal and written communication and negotiation skills.
• College degree is preferred but not required.