EB Sr. Account Executive

USI Insurance Services; California; On-site; USD 135,000 - 150,000; Full time

Benefits offered by this job

Wellness program

College scholarships for associates' -

Financial help in times of need

Awards and recognition

Job summary

USI Insurance Services in California is seeking an EB Senior Account Executive to manage our largest and most complex employee benefits clients. You will serve as the primary service contact, guiding strategic decisions and ensuring long-term satisfaction and growth.

The role requires building trusted relationships, leading client renewals, and coordinating with carriers and internal teams. You will leverage your expertise in ERISA, COBRA, FMLA and Form 5500, while delivering proactive,

Qualifications

• 6+ years of experience in employee benefits or related marketplace.
• Bachelor’s degree preferred.
• Expert understanding of employee benefits plan design, funding arrangements, and compliance requirements.
• Active Life and Disability insurance license or ability to obtain within 4 months of employment.
• Proficiency with Microsoft Office and internet-based applications.
• Exceptional communication, negotiation, and presentation skills.
• Ability to review complex information and develop strategic client-focused solutions.
• Ability to prioritize multiple demands in a fast-paced environment.

Responsibilities

• Manage a highly complex book of business with various funding arrangements and customized plan designs.
• Serve as the primary liaison between clients and insurance carriers, providing proactive service to retain and grow high-touch clients.
• Provide advanced insurance and compliance guidance to clients and internal teams (ERISA, COBRA, FMLA, Form 5500, Health Care Reform).
• Lead client renewals, analyze utilization, and negotiate with carriers on terms and pricing.
• Lead frequent in-person client meetings providing strategic guidance and insights.
• Develop and execute client-specific strategic plans integrating USI OMNI Solutions.
• Anticipate client needs and develop proactive strategies for business and benefit challenges.

Skills

Client management

Relationship building

Negotiation

Communication skills

Financial analysis

Education

Bachelor's degree

Tools

Microsoft Office

Job description

About the Role

The EB Senior Account Executive is responsible for managing our largest and most complex employee benefits clients, serving as their primary service contact. In this role, you’ll focus on building trusted relationships, guiding clients through strategic decision-making, and ensuring a high-quality experience that supports long-term satisfaction and account growth.

Requirements

Description and Requirements

About the Role

The EB Senior Account Executive is responsible for managing our largest and most complex employee benefits clients, serving as their primary service contact. In this role, you’ll focus on building trusted relationships, guiding clients through strategic decision-making, and ensuring a high-quality experience that supports long-term satisfaction and account growth.

What You’ll Do

• Manage a highly complex book of business with various funding arrangements, advanced contract structures, and customized plan designs.
• Serve as the primary liaison between clients and insurance carriers, providing proactive, personalized service to retain and grow high-touch employee benefit clients.
• Provide advanced insurance and compliance expertise to clients and internal teams, including guidance on ERISA, COBRA, FMLA, Form 5500 reporting, and Health Care Reform.
• Lead client renewals, analyze utilization results, and negotiate with carriers on terms, conditions, and pricing.
• Run and participate in frequent in-person client meetings, offering strategic guidance and performance insights.
• Develop and execute client-specific strategic plans, integrating USI OMNI Solutions into ongoing client management.
• Anticipate client needs and develop proactive strategies to address business and benefit challenges.
• Champion client cross-selling initiatives and contribute to the expansion and development of client accounts.
• Represent client interests in internal account strategy discussions and coordinate engagement with technical resources.
• Prepare and oversee client-facing deliverables, including meeting agendas, reports, calendars, and custom analyses.
• Participate in peer review of standard and complex deliverables to ensure quality and consistency.
• Develop employee communications for renewals, enrollment, and benefit changes, and provide oversight and resolution support for client issues.
• Develop and deliver training content and mentoring support for service team members.
• Build and maintain strong relationships with carriers, vendors, and clients.
• Stay current on industry developments, regulatory changes, and emerging employee benefits trends.

What We’re Looking For

• 6+ years of experience in employee benefits or a related marketplace.
• Bachelor’s degree preferred.
• Expert understanding of employee benefits plan design, funding arrangements, and compliance requirements.
• Active Life and Disability insurance license or ability to obtain within 4 months of employment.
• Proficiency with Microsoft Office and internet-based applications.
• Exceptional communication, negotiation, and presentation skills.
• Ability to thoughtfully review complex information, exercise advanced professional judgment, and develop strategic client-focused solutions.
• Ability to prioritize multiple demands and manage deadlines in a fast-paced environment.
• High attention to detail with the ability to self-review work for accuracy.
• Willingness to travel within the regional footprint and occasionally nationwide.

Why USI?

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates’ children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .

135,000-150,000