General Description: Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities.

Major 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.

Knowledge, Skills and Abilities:

• 4 years of experience in employee benefits industry or related marketplace. College degree preferred.
• 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.