Account Executive

Account Executive - Employee Benefits

USI Insurance Services is hiring an Employee Benefits Account Executive for our team in Raleigh, North Carolina! We are a leading insurance brokerage and consulting firm with over $3 billion in revenue and 10,500 associates nationwide.

• Manage a complex book of business with various funding methods, advanced contract features and structures that require a higher level of experience, technical expertise and customization.
• 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, including 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 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.
• 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.
• Good attention to detail and ability to self‑check work.

With approximately $3 billion in revenue and over 10,500 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, taking pride in celebrating their growth and success through our unique employee reward and recognition programs.

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 benefits and paid holiday time.

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 demonstrate how the solutions can…