Employee Benefits Account Executive

Usi Holdings Corporation - Bloomington, MN

Full-time - Mid Level

Bloomington, MN

5,001-10,000 employees

Insurance Carriers and Related Activities

About the position

The Employee Benefits Account Executive is responsible for managing complex client accounts, ensuring client satisfaction, and providing exceptional customer service. This role involves strategic planning, negotiation with insurance carriers, and leading client meetings to drive growth and retention. The position requires a high level of technical expertise in employee benefits and compliance topics, as well as the ability to anticipate client needs and develop effective solutions.

Responsibilities

• Manage a complex book of business with various funding methods and advanced contract features.
• Act as the primary contact between clients and insurance carriers.
• Provide best-in-class service to retain clients and drive growth.
• 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.
• Represent client interests during internal account strategy meetings.
• Prepare materials for client meetings, including agendas and reports.
• Serve as a technical expert on compliance topics such as ERISA and COBRA.
• Conduct on-site and virtual meetings to communicate benefit plans to clients.
• Develop employee communications for renewal changes and enrollment procedures.
• Provide resolution support for employee issues such as enrollment and billing.
• Develop and deliver training content to service team members.
• Own multiple initiatives and special projects to support the service team.

Requirements

• 4+ years of experience in the employee benefits industry or related marketplace.
• Strong knowledge of Employee Benefits.
• Must hold a life and disability insurance license or obtain it within 4 months of employment.
• Proficient 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.
• Capable of defining problems and generating potential solutions.

Nice-to-haves

• College degree preferred.

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Family leave
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid family leave
• Paid holiday time