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USI Insurance Services · 5 days ago

Employee Benefits Sr. Account Executive

Chicago, IL

Full-time

Hybrid

Senior Level

$150K/yr - $175K/yr

6+ years exp

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world. They are seeking a Senior Account Executive to manage large and complex clients, providing excellent customer service and leadership while handling new and renewal marketing, strategic planning, and coverage reviews.

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, most-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

Articulates client strategic plans based on OMNI solutions

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

Frequent in-person attendance at client meetings. Ability to provide guidance and performance information, with and without the Benefits Producer

Represent client interests in internal USI account strategy meetings

Participate in peer review as both a participant and reviewer of standard and complex deliverables

Technical expert for clients and internal team members on all Compliance topics. Including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform

Communicate and integrate the USI OMNI Solutions into client management

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

Resolution support and oversight for employee issues such as contract clarification, enrollment and billing

Develop and deliver periodic training content to other service team members

Ownership for multiple initiatives and special projects to support the service team

Build and maintain strong relationships with carriers, vendors, and clients

Qualification

Employee Benefits ExpertiseLifeDisability InsuranceNegotiation SkillsMicrosoft Office ProficiencyCommunication SkillsProblem SolvingTeam Collaboration