Employee Benefits Account Executive

General Description: Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts.  Includes strategic planning responsibilities. Flexible hybrid work environment in NYC or White Plains office.

Major Responsibilities:

• Manage a complex book of business with various funding methods, including Self Funding; advanced contract features and structure that requires a higher level of experience, technical expertise and customization.
• Primary contact between clients and insurance carriers. Provide best in class service to retain clients and drive growth.
• Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.
• Manage client renewals. Negotiate terms and conditions with carriers on behalf of clients.
• Lead client meetings regarding renewals and utilization reports.
• Champion client cross-selling initiatives and develop customer accounts.
• Lead client interests in internal USI Technical Resources where appropriate.
• Represent client interests during internal USI account strategy meetings.
• Participate in peer review as both participant and reviewer of standard and complex deliverables.
• Anticipate client needs and identify the strategies to solve them.
• Prepare materials for client meetings. Including but not limited to agendas, reports, calendars, custom reports, etc.
• 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.
• Conduct on site and virtual meetings to communicate or administer benefit plans for clients.
• Develop employee communications for renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications. 
• Resolution support and oversight of employee issues such as enrollment and billing issues.
• Develop and deliver periodic training content to other service team members.
• Ownership for multiple initiatives and special projects to support the service team.

Knowledge, Skills and Abilities:

• 4+ years of experience in employee benefits industry or related marketplace. College degree preferred.
• Strong knowledge of Employee Benefits.
• Must have Self-funded experience. 
• Must currently hold life and disability insurance license or obtain it within 4 months following date of employment.
• Comfortable with internet-based programs and Microsoft Office products.
• Strong communication, negotiation and presentation skills.
• Able to work in a fast-paced, team environment with minimal instruction.
• Able to define problems and generate potential solutions.
• Keep informed about industry information, technology and trends.
• Good attention to detail and ability to self-check work.

• 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.