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Account Executive

4 months ago

Dallas, United States USI Holdings Corporation Full time
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.

Major 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.
  • 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.
Knowledge, Skills and Abilities:
  • 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.
#LI-SM1

Why USI?

With more than $2.5 billion in revenue and over 10,000 associates across 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, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work

Unrivaled Resources and Support

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 we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winning I'm With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

  • Recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years (2018-2023).
  • Named to Business Insurance's annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
  • Recipient of the American Heart Association's Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
  • Visit our Awards and Accolades page for a complete list of industry awards and recognitions


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 benefit as well as paid holiday time.

Job ID:

28038