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USI Insurance Services · 2 days ago

EB Sr Account Executive

Buffalo, NY

Full-time

Hybrid

Mid, Senior Level

$106K/yr - $149K/yr

4+ years exp

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, dedicated to providing exceptional service and support to their clients. The Senior Account Executive will manage complex clients, ensuring client satisfaction and leading strategic planning efforts while providing insurance technical expertise and support.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

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

Provide proactive, personalized support to assigned high-touch, complex Employee Benefits clients

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 the strategies to solve them

Prepare materials for client meetings. Including but not limited to agendas, reports, calendars, custom reports, etc

Technical expert for clients and internal team members on all Compliance topics. Includes, but not limited to, 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

Qualification

Employee Benefits expertiseLifeDisability insurance licenseNegotiation skillsMicrosoft Office proficiencyCommunication skillsAttention to detailProblem-solving skillsTeamworkPresentation skills