USI Insurance Services · 21 hours ago
Employee Benefits Team Leader
USI Insurance Services is expanding its leadership team and is seeking an Employee Benefits Team Leader. This role will manage complex client accounts and oversee the Account Management Service Team, ensuring effective support and development for team members.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Manage a book of highly complex key clients with significant 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 4 or more employees
Provide oversight and implementation of operational strategic objectives service team
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
Required
5+ years of experience in employee benefits industry
Expert understanding of Employee Benefits
Must hold life and disability insurance license or be willing to obtain within 4 months of hire
Comfortable with internet-based programs and Microsoft Office products
Able to carry out complex tasks with many concrete and abstract variables
Able to work in a fast-paced, team environment with minimal instruction
Keep informed about industry information, technology and trends
Able to define problems and generate potential solutions
Strong communication and negotiation skills
Assist, mentor and conduct trainings for fellow team members
Preferred
College degree preferred
Prior managerial experience preferred
Benefits
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Paid family leave benefits
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
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
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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