Strategic Senior Account Executive – Employee Benefits

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

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,