USI Insurance Services · 9 hours ago
Employee Benefits Operations Manager
Troy, MI
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, committed to providing dynamic personal and professional development opportunities. The Employee Benefits Operations Manager will manage the operational activities of client service functions, focusing on onboarding and retention processes for clients while leading a team in delivering exceptional customer service.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Responsible for full-cycle management and development of assigned Employee Account Management team. Manage, train and coach all client facing staff on all job functions
Develop and implement best practices related to customer service platform and systems
Drive strategic customer service initiatives. Implement process and efficiencies in the non-productions staff
Ensure staff understand the production messaging and USI value proposition in the marketplace
Understand and maintain the OpCo budget, as well as appropriate staffing levels
Act as advisor for largest/most important accounts
Accountable for team adherence to departmental retention goals and client service level agreements. Manage team quality control of client renewals and ensure adherence to service standards. Drive consistent and predictable long-term profitable client relationships
Manage assignment of clients based on size and needs
Work with Practice Leader in development and refinement of Value Propositions
Advise clients on industry trends, legislative rulings and market events. Coordinate internal resources/ experts to assist all producers on sales opportunities
Understand and communicate USI’s Employee Benefit initiatives to staff
Positively and proactively represent USI in meetings, seminars, trade shows and networking events
Assist in developing positive carrier relationships
Drive utilization and keep current all protocols as relates to Sagitta and BenefitPoint
Create a positive communication and leadership team with the AE Team leaders
Qualification
Required
10+ years of related insurance experience in a client interfacing role
Prior managerial experience required
Strong team leadership abilities
Must hold or be willing to earn life & health insurance license
Keep informed about industry information, technology and trends
Able to understand, interpret and convey technical information to others
Broad understanding of general accounting practices
Ability to adapt to changes in systems, procedures, processes and policies
Excellent organizational, time management and multi-tasking skills
Comfortable with internet-based programs and Microsoft Office products
Effective interpersonal, problem solving and conflict resolution skills along with sound judgment
Excellent oral and written communication skills
Preferred
College degree preferred
Knowledge of Benefitpoint preferred, but not required
Benefits
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Other unique employer-sponsored and voluntary programs
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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