USI Insurance Services
Senior Account Executive - Employee Benefits
USI Insurance Services, Atlanta, Georgia, United States, 30383
Account Executive - Employee Benefits
USI Insurance Services
Atlanta, Georgia
Job Description USI Insurance Services is hiring an Employee Benefits Account Executive for our Atlanta office. The role involves managing a complex book of business, serving as the primary service contact for clients, and providing strategic planning and client satisfaction.
Major Responsibilities
Manage a complex book of business with various funding methods, advanced contract features, and customized structures.
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.
Manage client renewals and negotiate terms with carriers.
Lead client meetings concerning renewals and utilization reports.
Champion cross‑selling initiatives and develop customer accounts.
Represent client interests during internal account strategy meetings.
Participate in peer review as both participant and reviewer of standard and complex deliverables.
Anticipate client needs and develop strategies to solve them.
Prepare materials for client meetings, including agendas, reports, calendars, and custom reports.
Serve as technical expert on compliance topics such as ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
Conduct on‑site and virtual meetings to administer benefit plans.
Develop employee communications for renewal changes and enrollment procedures.
Provide resolution support for employee enrollment and billing issues.
Deliver periodic training content to service team members.
Own multiple initiatives and special projects that support the service team.
Knowledge, Skills and Abilities
4+ years in the employee benefits industry or related marketplace; college degree preferred.
Strong knowledge of employee benefits.
Must currently hold a life and disability insurance license or obtain one within 4 months of employment.
Comfortable with internet‑based programs and Microsoft Office products.
Excellent communication, negotiation and presentation skills.
Ability to work in a fast‑paced, team environment with minimal instruction.
Ability to define problems and generate potential solutions.
Stays informed about industry technology and trends.
Strong attention to detail and self‑check ability.
Benefits & Culture USI offers generous employee benefits including medical, dental, vision, 401(k), flexible spending, health savings accounts, short and long‑term disability, life insurance, paid time off, paid family leave, and paid holidays. The company emphasizes professional development, recognition programs, wellness initiatives, and community engagement.
Why USI? With over $2.7 billion in revenue and more than 10,000 associates nationwide, USI is one of the world’s largest insurance brokerage and consulting firms. USI’s “USI ONE Advantage” delivers robust risk management and benefit solutions with measurable financial impact. The firm is recognized as a top employer for diversity, equity, and inclusion, and has earned numerous industry awards.
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Job Description USI Insurance Services is hiring an Employee Benefits Account Executive for our Atlanta office. The role involves managing a complex book of business, serving as the primary service contact for clients, and providing strategic planning and client satisfaction.
Major Responsibilities
Manage a complex book of business with various funding methods, advanced contract features, and customized structures.
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.
Manage client renewals and negotiate terms with carriers.
Lead client meetings concerning renewals and utilization reports.
Champion cross‑selling initiatives and develop customer accounts.
Represent client interests during internal account strategy meetings.
Participate in peer review as both participant and reviewer of standard and complex deliverables.
Anticipate client needs and develop strategies to solve them.
Prepare materials for client meetings, including agendas, reports, calendars, and custom reports.
Serve as technical expert on compliance topics such as ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
Conduct on‑site and virtual meetings to administer benefit plans.
Develop employee communications for renewal changes and enrollment procedures.
Provide resolution support for employee enrollment and billing issues.
Deliver periodic training content to service team members.
Own multiple initiatives and special projects that support the service team.
Knowledge, Skills and Abilities
4+ years in the employee benefits industry or related marketplace; college degree preferred.
Strong knowledge of employee benefits.
Must currently hold a life and disability insurance license or obtain one within 4 months of employment.
Comfortable with internet‑based programs and Microsoft Office products.
Excellent communication, negotiation and presentation skills.
Ability to work in a fast‑paced, team environment with minimal instruction.
Ability to define problems and generate potential solutions.
Stays informed about industry technology and trends.
Strong attention to detail and self‑check ability.
Benefits & Culture USI offers generous employee benefits including medical, dental, vision, 401(k), flexible spending, health savings accounts, short and long‑term disability, life insurance, paid time off, paid family leave, and paid holidays. The company emphasizes professional development, recognition programs, wellness initiatives, and community engagement.
Why USI? With over $2.7 billion in revenue and more than 10,000 associates nationwide, USI is one of the world’s largest insurance brokerage and consulting firms. USI’s “USI ONE Advantage” delivers robust risk management and benefit solutions with measurable financial impact. The firm is recognized as a top employer for diversity, equity, and inclusion, and has earned numerous industry awards.
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