EB Sr. Account Executive

General Description: Manage large and complex clients as the day-to-day contact. Activities include new and renewal marketing, fielding questions and requests, strategic planning and coverage review.

Responsible for providing excellent customer service and leadership to accounts.

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, most-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.
• Articulates client strategic plans based on OMNI solutions.
• 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.
• Frequent in-person attendance at client meetings.  Ability to provide guidance and performance information, with and without the Benefits Producer.
• Represent client interests in internal USI account strategy meetings.
• Participate in peer review as both a participant and reviewer of standard and complex deliverables.
• Technical expert for clients and internal team members on all Compliance topics. Including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Communicate and integrate the USI OMNI Solutions into client management.
• 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.
• Resolution support and oversight for employee issues such as contract clarification, enrollment and billing.
• Develop and deliver periodic training content to other service team members. 
• Ownership for multiple initiatives and special projects to support the service team.
• Build and maintain strong relationships with carriers, vendors, and clients.

• 6+ years of experience in employee benefits industry or related marketplace. College degree preferred.
• Expert understanding of Employee Benefits.
• Must hold life and disability insurance 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 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.
• Keep informed about industry information, technology and trends.