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Employee Benefits Team Lead

Location:

TX - Houston

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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.

 

Responsibilities:

  • Provide day-to-day management and development of 20 or more employees.
  • Provide oversight and implementation of operational strategic objectives for service team.
  • Create, develop, review, revise, maintain service team training materials, tools, and resources.
  • Provide strong insurance technical expertise to clients and members of the Account Management, Technical Resources, and Sales team.
  • Virtual and/or in-person attendance of current/prospective client meetings.
  • Champion client cross-selling initiatives and account organic growth development.
  • 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. 
  • Assist with due diligence reviews and implementation of prospective tools, resources, vendors.
  • Participates in peer review process as both a participant and reviewer of standard and complex training and client deliverables.

 

Knowledge, Skills and Abilities:

  • 5+ years of experience in employee benefits industry. College degree preferred.
  • Expert understanding of Employee Benefits.
  • Prior managerial, organizational learning and development experience preferred.
  • Assist, mentor and conduct trainings for fellow team members.
  • 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


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Why USI?
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, 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. 

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, 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. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. 

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
  • Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list. 
  • Honored by Glassdoor as a Best-Led Company in the U.S. in 2024. 
  • Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024

Visit our Awards and Accolades page for a complete list of our latest 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.


Job ID:

29350

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
USI Insurance Services LLC ("USI") will not accept submission of any resumes or referral of any candidates to USI by any external recruiter or recruitment agency by any means (including via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a written contract for a specified position properly executed by an authorized member of the USI Talent Acquisition team. Any information submitted relating to any such individuals will become the property of USI, and USI will not be responsible for, or owe any fees associated with, the submission of any such information or referral of any such candidates.

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