Strategic Client Relationship Manager

1 day ago


Carmel, Indiana, United States USI Holdings Corporation Full time
Job Title

A Complex Client Manager is required to lead our client relationships and drive growth.

About the Role

We are seeking a skilled professional with strong insurance technical expertise, excellent communication skills, and the ability to manage complex client accounts.

Responsibilities
  • Manage a portfolio of complex clients with advanced contract features and funding methods.
  • Serve as the primary contact between clients and insurance carriers, providing best-in-class service to retain clients and drive growth.
  • Provide technical expertise to clients and internal teams on Employee Benefits and related topics.
  • Negotiate terms and conditions with carriers on behalf of clients.
  • Lead client meetings, including renewals and utilization reports.
  • Drive cross-selling initiatives and develop customer accounts.
Requirements
  • 4+ years of experience in Employee Benefits or a related field.
  • Strong knowledge of Employee Benefits and Compliance (ERISA, COBRA, FMLA, 5500s, Health Care Reform).
  • Licensed life and disability insurance professional or ability to obtain within 4 months.
  • Excellent communication, negotiation, and presentation skills.
  • Able to work in a fast-paced team environment with minimal instruction.
About USI Holdings Corporation

USI Holdings Corporation is a leading insurance brokerage and consulting firm with over $2.5 billion in revenue and 10,000 associates across 200+ offices nationwide.

Why Work with Us?

As a member of our team, you'll enjoy competitive pay ($70,000 - $120,000 per year), incentives, and benefits, as well as opportunities for career growth and development. Our Summit Awards program recognizes excellence, and we offer employee programs that support healthy, productive lives. We're committed to giving back to our communities and supporting environmental sustainability.



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