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.

Responsibilities:

· Manage a complex book of business with various funding methods, advanced contract features and structure that requires a higher level of experience, technical expertise, and customization.

· Provide proactive, personalized support to assigned high-touch, complex Employee Benefits clients.

· 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.

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.