Employee Benefits Account Executive

4 weeks ago

Fort Lauderdale, Florida, United States USI Insurance Services Full time

Job Summary: We are seeking a highly skilled Employee Benefits Account Executive to manage complex clients as the primary service contact. This role requires excellent customer service and leadership skills, as well as strategic planning responsibilities.

Main Responsibilities:

  • Manage a complex book of business with various funding methods, advanced contract features, and structure.
  • Provide best-in-class service to retain clients and drive growth.
  • Offer strong insurance technical expertise to clients and internal teams.
  • 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 USI account strategy meetings.
  • Participate in peer review as both participant and reviewer of standard and complex deliverables.
  • Anticipate client needs and identify strategies to solve them.
  • Prepare materials for client meetings, including agendas, reports, calendars, custom reports, etc.
  • Provide technical expertise 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.

Requirements:

  • 4+ years of experience in the 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.

About USI:

USI is one of the largest insurance brokerage and consulting firms in the world, with over $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide. 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.

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