USI Insurance

About the Role:

The EB Senior Account Executive is responsible for managing our largest and most complex employee benefits clients, serving as their primary service contact. In this role, you’ll focus on building trusted relationships, guiding clients through strategic decision-making, and ensuring a high-quality experience that supports long-term satisfaction and account growth.

What You'll Do:

• Manage a highly complex book of business with various funding arrangements, advanced contract structures, and customized plan designs.
• Serve as the primary liaison between clients and insurance carriers, providing proactive, personalized service to retain and grow high-touch employee benefit clients.
• Provide advanced insurance and compliance expertise to clients and internal teams, including guidance on ERISA, COBRA, FMLA, Form 5500 reporting, and Health Care Reform.
• Lead client renewals, analyze utilization results, and negotiate with carriers on terms, conditions, and pricing.
• Run and participate in frequent in-person client meetings, offering strategic guidance and performance insights.
• Develop and execute client-specific strategic plans, integrating USI OMNI Solutions into ongoing client management.
• Anticipate client needs and develop proactive strategies to address business and benefit challenges.
• Champion client cross-selling initiatives and contribute to the expansion and development of client accounts.
• Represent client interests in internal account strategy discussions and coordinate engagement with technical resources.
• Prepare and oversee client-facing deliverables, including meeting agendas, reports, calendars, and custom analyses.
• Participate in peer review of standard and complex deliverables to ensure quality and consistency.
• Develop employee communications for renewals, enrollment, and benefit changes, and provide oversight and resolution support for client issues.
• Develop and deliver training content and mentoring support for service team members.
• Build and maintain strong relationships with carriers, vendors, and clients.
• Stay current on industry developments, regulatory changes, and emerging employee benefits trends.

What We're Looking For:

• 6+ years of experience in employee benefits or a related marketplace.
• Bachelor’s degree preferred.
• Expert understanding of employee benefits plan design, funding arrangements, and compliance requirements.
• Active Life and Disability insurance license or ability to obtain within 4 months of employment.
• Proficiency with Microsoft Office and internet-based applications.
• Exceptional communication, negotiation, and presentation skills.
• Ability to thoughtfully review complex information, exercise advanced professional judgment, and develop strategic client-focused solutions.
• Ability to prioritize multiple demands and manage deadlines in a fast-paced environment.
• High attention to detail with the ability to self-review work for accuracy.
• Willingness to travel within the regional footprint and occasionally nationwide.