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Strategic Account Manager

1 week ago

Buffalo, New York, United States USI Holdings Corporation Full time
About the Role

We are seeking an experienced Strategic Account Manager to join our team. As a key member of our client-facing team, you will be responsible for managing complex clients and providing exceptional service to drive business growth.

Main Responsibilities:

  • Manage a book of business with diverse funding methods, advanced contract features, and structures requiring technical expertise and customization.
  • Serve as the primary contact between clients and insurance carriers, delivering best-in-class service to retain clients and drive growth.
  • Provide strong insurance technical expertise to clients and internal teams, including strategic planning and risk management.
  • Negotiate terms and conditions with carriers on behalf of clients and lead client meetings regarding renewals and utilization reports.
  • Champion client cross-selling initiatives and develop customer accounts, leading client interests in internal USI resources where appropriate.
  • Represent client interests during internal USI account strategy meetings and participate in peer review of standard and complex deliverables.
  • Anticipate client needs and identify strategies to solve them, preparing materials for client meetings and serving as a technical expert on compliance topics.

Required Skills and Qualifications:

  • 4+ years of experience in the employee benefits industry or related marketplace, with a college degree preferred.
  • Strong knowledge of Employee Benefits, including compliance topics like ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
  • Must hold a life and disability insurance license or obtain it within 4 months following date of employment.
  • Comfortable with internet-based programs and Microsoft Office products, with strong communication, negotiation, and presentation skills.

Why Choose USI?

As one of the largest insurance brokerage and consulting firms in the world, USI offers a dynamic personal and professional development culture. We invest heavily in our associates and celebrate their growth and success through unique employee reward and recognition programs.