USI Holdings Corporation
Employee Benefits Account Executive
USI Holdings Corporation, Denver, Colorado, United States, 80285
Description and Requirements
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 strategies to solve them. Prepare materials for client meetings, including agendas, reports, calendars, custom reports, etc. Serve as a technical expert 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, and benefit clarifications. Support resolution of employee issues such as enrollment and billing problems. Develop and deliver periodic training content to service team members. Own multiple initiatives and special projects to support the service team. Knowledge, Skills and Abilities : 7+ years of experience in the employee benefits industry (insurance brokerage experience) or related marketplace. College degree preferred. Strong knowledge of Employee Benefits and self-funding. Must currently hold or obtain within 4 months a life and disability insurance license. 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. Problem-solving skills and ability to generate solutions. Stay informed about industry trends, technology, and information. Attention to detail and ability to self-check work. LI-JN1 LI-hybrid Why USI? With over $2.7 billion in revenue and more than 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We foster a dynamic culture focused on personal and professional development, investing heavily in our associates and celebrating their growth through unique reward and recognition programs. Unrivaled Resources and Support The USI ONE Advantage offers clients a comprehensive set of risk management and benefit solutions with significant financial impact. It emphasizes strategic, timely, and understandable programs that demonstrate positive economic impacts. Industry-Leading Programs, Rewards, and Recognition We recognize excellence through awards like the Summit Awards, wellness programs, scholarships, and financial assistance, supporting our associates' well-being and achievement. Deep Community Engagement We support local communities and promote environmental sustainability through volunteering, partnerships, and eco-friendly initiatives. Committed to Diversity, Equity, and Inclusion Our 'I'm With U' program educates and supports a diverse and inclusive workplace through training, outreach, and employee support initiatives. Recognition as a Top Employer Recognized by Insurance Business America (2018-2024) Included in Business Insurance's Best Places to Work (2020-2024) Named in Fortune's 2024 Best Workplaces in Financial Services & Insurance Honored by Glassdoor as a Best-Led Company in 2024 Recognized by Newsweek as one of America's Greatest Workplaces for Diversity in 2024 USI offers a comprehensive benefits package, including health, wellness, dental, vision, 401(k), flexible spending, disability, life insurance, paid time off, and family leave. Salary Range :
$120,000.00 - $140,000.00 This position is bonus-eligible with a target incentive of 5%. Applications accepted through 08/30/2025.
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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 strategies to solve them. Prepare materials for client meetings, including agendas, reports, calendars, custom reports, etc. Serve as a technical expert 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, and benefit clarifications. Support resolution of employee issues such as enrollment and billing problems. Develop and deliver periodic training content to service team members. Own multiple initiatives and special projects to support the service team. Knowledge, Skills and Abilities : 7+ years of experience in the employee benefits industry (insurance brokerage experience) or related marketplace. College degree preferred. Strong knowledge of Employee Benefits and self-funding. Must currently hold or obtain within 4 months a life and disability insurance license. 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. Problem-solving skills and ability to generate solutions. Stay informed about industry trends, technology, and information. Attention to detail and ability to self-check work. LI-JN1 LI-hybrid Why USI? With over $2.7 billion in revenue and more than 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We foster a dynamic culture focused on personal and professional development, investing heavily in our associates and celebrating their growth through unique reward and recognition programs. Unrivaled Resources and Support The USI ONE Advantage offers clients a comprehensive set of risk management and benefit solutions with significant financial impact. It emphasizes strategic, timely, and understandable programs that demonstrate positive economic impacts. Industry-Leading Programs, Rewards, and Recognition We recognize excellence through awards like the Summit Awards, wellness programs, scholarships, and financial assistance, supporting our associates' well-being and achievement. Deep Community Engagement We support local communities and promote environmental sustainability through volunteering, partnerships, and eco-friendly initiatives. Committed to Diversity, Equity, and Inclusion Our 'I'm With U' program educates and supports a diverse and inclusive workplace through training, outreach, and employee support initiatives. Recognition as a Top Employer Recognized by Insurance Business America (2018-2024) Included in Business Insurance's Best Places to Work (2020-2024) Named in Fortune's 2024 Best Workplaces in Financial Services & Insurance Honored by Glassdoor as a Best-Led Company in 2024 Recognized by Newsweek as one of America's Greatest Workplaces for Diversity in 2024 USI offers a comprehensive benefits package, including health, wellness, dental, vision, 401(k), flexible spending, disability, life insurance, paid time off, and family leave. Salary Range :
$120,000.00 - $140,000.00 This position is bonus-eligible with a target incentive of 5%. Applications accepted through 08/30/2025.
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