EB Sr Account Executive

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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.

• 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.

• 4 years+ of experience in employee benefits industry or related marketplace.
• College degree preferred.
• Strong knowledge of Employee Benefits.
• Must currently hold a 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.
• Ability to work in a fast‑paced, team environment with minimal instruction.
• Ability to define problems and generate potential solutions.
• Good attention to detail and ability to self‑check work.
• Ability to carry out complex tasks with many concrete and abstract variables.

Keep informed about industry information, technology, and trends. Good attention to detail and ability to self‑check work.

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. We invest heavily in our associates and celebrate their growth and success through a unique employee reward and recognition program.

Unrivaled Resources and Support: USI ONE® delivers a robust set of risk‑management and benefit solutions with bottom‑line financial impact. Through USI ONE we develop strategic, timely, and effective programs that are easy to understand.

Industry‑Leading Programs, Rewards, and Recognition:
In addition to competitive pay, incentives, and benefits, USI recognises associates through the Summit Awards program, an award‑winning wellness program, college scholarships, and financial help in times of need.

Deep Community Engagement:
We are committed to giving back to local communities and supporting environmental sustainability through partnerships and volunteer initiatives.

Committed to a Diverse, Equitable, and Inclusive Workplace: USI’s I’m With U program educates associates to better serve clients and the community through training and outreach.

• 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.

Salary: $106,000 – $149,000

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Contract
• Job function:
  Sales and Business Development
• Industry: Insurance