Senior Employee Benefits Strategist

USI Insurance Services; Atlanta (GA); On-site; USD 110,000 - 150,000; Full time

Job summary

USI Insurance Services seeks an Employee Benefits Account Executive to manage a highly complex book of business, serve as the primary liaison with carriers, and guide strategic decisions for clients. You will lead renewals, craft proactive benefit strategies, and support cross-selling initiatives with the Account Management and Sales teams.

You will prepare client-facing deliverables, participate in client meetings, and mentor the team with training content while staying current on industry

Qualifications

• 6+ years of experience in employee benefits or a related marketplace.
• Bachelor’s degree preferred.
• Prior client service experience preferred.
• Strong understanding of employee benefit plan design, funding arrangements, and compliance requirements.
• Active Life and Disability insurance license or the ability to obtain one within 4 months of employment.
• Proficiency with Microsoft Office and internet-based applications.
• Exceptional communication, negotiation, and presentation skills.
• Ability to review complex information, exercise professional judgement, 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.

Responsibilities

• 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 interest 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.

Skills

Client relationship management

Strategic thinking

Negotiation skills

Presentation skills

Communication skills

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

USI Insurance Services seeks an Employee Benefits Account Executive to manage a highly complex book of business, serve as the primary liaison with carriers, and guide strategic decisions for clients. You will lead renewals, craft proactive benefit strategies, and support cross-selling initiatives with the Account Management and Sales teams.

You will prepare client-facing deliverables, participate in client meetings, and mentor the team with training content while staying current on industry