USI Insurance Services · 1 week ago
Employee Benefits Senior Account Executive
Seattle, WA
Full-time
Hybrid
Mid, Senior Level
$95K/yr - $185K/yr
6+ years expUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, committed to providing exceptional service and support to their clients. The Employee Benefits Senior Account Executive will manage large and complex clients, ensuring excellent customer service and leadership while overseeing various employee benefits strategies and initiatives.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Hiring Manager
Josh Byland
Responsibilities
Manage a complex book of business with various funding methods, advanced contract features and structure that requires a higher level of experience, technical expertise, and customization
Provide proactive, personalized support to assigned high-touch, most-complex Employee Benefits clients
Primary contact between clients and insurance carriers. Provide best-in-class service to retain clients and drive growth
Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team
Manage client renewals. Negotiate terms and conditions with carriers on behalf of clients
Lead client meetings regarding renewals and utilization reports
Articulate client strategic plans based on OMNI solutions
Champion client cross-selling initiatives and develop customer accounts
Lead client interests in internal USI Technical Resources where appropriate
Represent client interests during internal USI account strategy meetings
Frequent in-person attendance at client meetings. Ability to provide guidance and performance information, with and without the Benefits Producer
Represent client interests in internal USI account strategy meetings
Participate in peer review as both a participant and reviewer of standard and complex deliverables
Anticipate client needs and identify the strategies to solve them
Prepare materials for client meetings. Including but not limited to agendas, reports, calendars, custom reports, etc
Technical expert for clients and internal team members on all Compliance topics. Includes ERISA, COBRA, FMLA, 5500s, and Health Care Reform
Communicate and integrate the USI OMNI Solutions into client management
Conduct on-site and virtual meetings to communicate or administer benefit plans for clients
Develop employee communications for renewal changes, enrollment procedures, miscellaneous benefit changes
Resolution support and oversight for employee issues such as contract clarification, enrollment, and billing
Develop and deliver periodic training content to other service team members
Ownership for multiple initiatives and special projects to support the service team
Build and maintain strong relationships with carriers, vendors, and clients
Keep current on industry information, technology, and trends
Qualification
Required
6 years + of experience in employee benefits industry or related marketplace
Expert understanding of Employee Benefits
Must hold life and disability insurance or obtain it within 4 months following date of employment
Comfortable with internet-based programs and Microsoft Office products
Strong communication, negotiation, and presentation skills
Able to carry out complex tasks with many concrete and abstract variables
Able to work in a fast-paced, team environment with minimal instruction
Able to define problems and generate potential solutions
Preferred
College degree preferred
Benefits
Employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives
Award-winning wellness program
College scholarships for associates' children
Financial help in times of need
Generous paid time off policy
Paid family leave benefit
12 paid holidays
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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