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USI Insurance Services · 2 days ago

Employee Benefits Team Lead

Houston, TX

Full-time

Hybrid

Senior Level

5+ years exp

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world. They are seeking an Employee Benefits Team Lead to manage key client relationships and oversee the small group Service Team, ensuring high-quality support and operational efficiency.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

Hiring Manager

Lindsey Avakian

Responsibilities

Manage a book of key clients with unique needs

Provide proactive, personalized support to assigned clients, including:

Negotiating with carriers on behalf of clients

Representing client interests in internal strategy meetings

Setting up new group insurance contracts

Ensuring accurate and timely responses

Provide day-to-day management and development of 8 or more employees. We are planning for growth in the small group department; the number of employees is expected to increase

Implement operational strategic objectives and provide oversight support to service team members

In coordination with the Operations Manager, develop and implement a regularly scheduled training plan for the service team

Provide strong insurance technical expertise to clients and members of the Account Management and Sales team

Lead client meetings regarding renewal and utilization results

Regular client contact and in-person attendance at client meetings

Champion client cross-selling initiatives and develop customer accounts

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

Educate, advise and communicate strategy and value to both clients and internal team members on all USI value propositions.Includes, but not limited to, Compliance, Population Health Management, Analytics, Benefit Resource Center, etc

Conduct on-site or virtual meetings to communicate or administer benefit plans

Develop employee communications for changes, enrollment procedures, miscellaneous benefit changes and/or clarifications

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

Qualification

Employee Benefits expertiseTDI H&W insurance licenseManagerial experienceClient relationship managementTrainingMentoringAnalytical skillsCommunication skillsNegotiation skillsProblem-solving skillsTeam collaboration

Required

5+ years of relevant experience in the employee benefits brokerage firm industry

Expert understanding of Employee Benefits insurance within a brokerage firm environment, to include knowledge of various products and services offered in the industry

Prior managerial experience required, with an established track record of fostering a respectful, collaborative, and productive work environment

Must hold a TDI H&W insurance license (Life, Accident, Health, and HMO license issued by the Texas Department of Insurance) or comparable license issued by another state

Strong experience with internet-based programs, Microsoft Office products, and insurance brokerage firm information systems

Experience in training and mentoring team members with varying competencies and experience, overseeing processes, and ensuring compliance with applicable industry regulations

Able to assist client needs, analyze data, develop, and execute an effective benefit solutions strategy that aligns with client expectations

Experience in building and maintaining client relationships focused on consistently understanding their needs and providing tailored solutions

Able to handle simple and complex issues providing innovative solutions in a fast-paced environment

Able to carry out complex tasks with many concrete and abstract variables

Able to work in a fast-paced, alone and/or in a team environment with minimal instruction

Keep informed about industry information, technology and trends

Able to define problems and generate potential solutions

Strong verbal and written communication and negotiation skills