General Description: Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities.

Major 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, 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.

· 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.

· Participate in peer review as both 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, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.

· 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 and/or clarifications.

· Resolution support and oversight of employee issues such as enrollment and billing issues.

· Develop and deliver periodic training content to other service team members.

· Ownership for multiple initiatives and special projects to support the service team.

Knowledge, Skills and Abilities:

· 4 years + of experience in employee benefits industry or related marketplace.

· College degree preferred.

· Strong knowledge of Employee Benefits.

· Must currently hold a life and disability insurance license 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 work in a fast-paced, team environment with minimal instruction.

· Able to define problems and generate potential solutions.

· Keep informed about industry information, technology, and trends.

· Good attention to detail and ability to self-check work.

· Able to carry out complex tasks with many concrete and abstract variables.

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