Employee Benefits Account Executive

Usi Holdings Corporation - Bloomington, IN

Full-time - Mid Level

Bloomington, IN

5,001-10,000 employees

Insurance Carriers and Related Activities

About the position

The Employee Benefits Account Executive at USI Holdings Corporation is responsible for managing complex client accounts, ensuring client satisfaction, and providing exceptional customer service. This role involves strategic planning, technical expertise in employee benefits, and acting as the primary contact between clients and insurance carriers. The Account Executive will lead client meetings, manage renewals, and champion cross-selling initiatives while also preparing materials and conducting training for the service team.

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, providing best-in-class service.
• Provide strong insurance technical expertise to clients and internal teams.
• 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 account strategy meetings.
• Participate in peer reviews of standard and complex deliverables.
• Anticipate client needs and identify strategies to address them.
• 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 administer benefit plans.
• Develop employee communications for renewal changes and enrollment procedures.
• Provide resolution support for employee issues related to 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.
• Stay informed about industry information, technology, and trends.

Benefits

• Competitive pay and incentives
• Wellness program
• College scholarships for associates' children
• Financial assistance in times of need
• Generous paid time off policy
• Paid family leave benefit
• Paid holiday time
• Medical, dental, and vision insurance
• 401(k) plan
• Flexible spending and health savings accounts
• Short and long-term disability insurance
• Life insurance