Account Executive

Employee Benefits Account Executive

Location:

Houston, TX

Seniority level:
Mid‑Senior level

Employment type:

Contract

Salary: $92,100.00–$

• Manage a complex book of business, including advanced contract features and structured solutions.
• Serve as primary contact between clients and insurance carriers, providing best‑in‑class service to retain clients and drive growth.
• Provide strong insurance technical expertise to clients and the Account Management and Sales Executive team.
• Manage client renewals and negotiate terms with carriers on behalf of clients.
• Lead client meetings regarding renewals and utilization reports.
• Champion client cross‑selling initiatives and develop customer accounts.
• 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 strategies to solve them.
• Prepare materials for client meetings, including agendas, reports, calendars, and custom reports.
• Serve as technical expert on all compliance topics (ERISA, COBRA, FMLA, 5500s, Health Care Reform).
• Conduct site and virtual meetings to administer benefit plans for clients.
• Develop employee communications for renewal changes, enrollment procedures, and miscellaneous benefit changes.
• Resolve enrollment and billing issues and provide oversight of employee issues.
• Develop and deliver periodic training content to other service team members.
• Own multiple initiatives and special projects to support the service team.

• 4+ years of experience in the employee benefits industry or related marketplace; college degree preferred.
• Strong knowledge of employee benefits.
• Current life and disability insurance license or obtain within four months of employment.
• Comfortable with internet‑based programs and Microsoft Office products.
• Strong communication, negotiation, and presentation skills.
• Able to work in a fast‑paced, team environment with minimal instruction.
• Strong problem‑definition and solution‑generation abilities.
• Keeps informed about industry information, technology, and trends.
• Good attention to detail and self‑check ability.

USI is one of the largest insurance brokerage and consulting firms worldwide, with $2.7 billion in revenue and 10,000+ associates. We invest heavily in professional development, employee reward and recognition programs, wellness initiatives, and community engagement. We are committed to a diverse, equitable, and inclusive workplace.

USI offers a competitive benefits package, including medical, dental, vision, 401(k), flexible spending and health savings accounts, and paid time off. We also offer paid family leave and holiday time.