Strategic Employee Benefits Account Executive

USI Insurance Services; Grand Rapids (MI); Hybrid; USD 95,000 - 130,000; Full time

Job summary

USI Insurance Services is seeking an EB Account Executive to manage highly complex employee benefits clients and serve as the primary service contact. You will guide strategic decision-making, maintain trusted relationships, and drive long-term account growth with a high-quality client experience.

The role requires deep knowledge of employee benefits, ERISA, COBRA, and related regulations, plus strong communication and negotiation skills.

Qualifications

• 6+ years of experience in employee benefits or related marketplace.
• Strong client service mindset and ability to manage complex books of business.
• Proficient with Microsoft Office and internet-based applications.
• Exceptional communication, negotiation, and presentation skills.
• Ability to review complex information, exercise judgment, and develop client-focused solutions.

Responsibilities

• Manage a highly complex book of business with multiple funding arrangements and advanced plan designs.
• Serve as primary liaison between clients and insurance carriers to retain and grow relationships.
• 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 terms with carriers.
• Develop proactive strategies to address client needs and benefit challenges.
• Coordinate engagement with technical resources and represent client interests in internal strategy discussions.
• Support cross-selling initiatives and expansion of client accounts.
• Prepare client-facing deliverables and lead client meetings (on-site and virtual).
• Develop and deliver training content for Account Management.

Skills

Client relationship management

Account management

Communication skills

Negotiation

Industry knowledge

Travel readiness

Tools

Microsoft Office

Job description

USI Insurance Services is seeking an EB Account Executive to manage highly complex employee benefits clients and serve as the primary service contact. You will guide strategic decision-making, maintain trusted relationships, and drive long-term account growth with a high-quality client experience.

The role requires deep knowledge of employee benefits, ERISA, COBRA, and related regulations, plus strong communication and negotiation skills.