Employee Benefits Account Executive - Tampa, FL

USI Insurance Services; Tampa (FL); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health and wellness benefits

401(k)

Paid time off

Job summary

USI Insurance Services is searching for an EB Account Executive in Tampa, Florida. This role involves managing complex employee benefits accounts and serving as a primary service contact, ensuring a high-quality experience for clients. The ideal candidate will have over 6 years of experience in the employee benefits industry, strong communication and negotiation skills, and a focus on client satisfaction.

Benefits include a comprehensive suite of health and financial offerings, generous paid time off, and support for professional development.

Qualifications

• 6+ years of experience in the employee benefits industry or a related marketplace.
• Active Life and Disability insurance license or ability to obtain within 4 months of employment.
• Strong understanding of employee benefit plan design and funding arrangements.

Responsibilities

• Manage a highly complex book of business with multiple funding arrangements.
• Serve as the primary liaison between clients and insurance carriers.
• Lead client renewals and negotiate terms with carriers.

Skills

Employee benefits expertise

Client service experience

Communication skills

Negotiation skills

Attention to detail

Tools

Microsoft Office

Internet-based applications

Job description

The EB Account Executive manages highly complex employee benefits clients and serves as the primary service contact. In this role, you'll focus on building trusted relationships, guiding clients through strategic decision-making, and ensuring a thoughtful, high-quality experience that supports long-term satisfaction and account growth.

What You'll Do

• Manage a highly complex book of business with multiple funding arrangements, advanced contract structures, and customized plan designs requiring advanced experience and technical expertise.
• Serve as the primary liaison between clients and insurance carriers, providing proactive, personalized service to retain and grow complex, high-touch client relationships.
• Provide advanced insurance and compliance expertise to clients and members of the Account Management and Sales Executive teams, including guidance on ERISA, COBRA, FMLA, Form 5500 reporting, and Health Care Reform.
• Lead client renewals, including analysis of utilization results and negotiation with carriers on terms, conditions, and pricing.
• Anticipate client needs and develop proactive strategies to address business and benefit challenges.
• Represent client interests in internal account strategy discussions and coordinate engagement with technical resources as appropriate.
• Champion client cross-selling initiatives and contribute to expansion and development of client accounts.
• Prepare and oversee client-facing deliverables, including meeting agendas, reports, calendars, and custom analyses.
• Run and participate in client meetings, including on-site and virtual meetings, as required.
• 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 such as contract interpretation and billing.
• Develop and deliver training content for the Account Management team.
• Stay current on industry developments, regulatory changes, and emerging employee benefits trends.

What We're Looking For

• 6+ years of experience in the employee benefits industry or a related marketplace.
• Prior client service experience preferred.
• Strong, practical understanding of employee benefit plan design, funding arrangements, and compliance requirements.
• Active Life and Disability insurance license or ability to obtain within 4 months of employment.
• Proficient 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.

Benefits

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.