USI Insurance Services · 6 hours ago
Account Executive - Employee Benefits (Team Lead Potential!)
Raleigh, NC
Full-time
Onsite
Mid Level
4+ years expUSI Insurance Services is a leading insurance brokerage and consulting firm, and they are seeking an Employee Benefits Account Executive to manage complex clients and ensure client satisfaction. The role involves providing excellent customer service, leading client meetings, and managing renewals while acting as the primary contact between clients and insurance carriers.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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 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
Required
4+ years of experience in employee benefits industry or related marketplace
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
Preferred
College degree preferred
Benefits
Employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives
Award-winning wellness program
College scholarships for associates' children
Financial help in times of need
Medical, wellness, dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Generous paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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