General Description: Manage up to 5 complex clients with unique needs as the day-to-day contact. Responsible for the management and development of the Service Team.

 

Responsibilities:

Provide day-to-day management and development of 20 or more employees. Provide oversight and implementation of operational strategic objectives for service team. Create, develop, review, revise, maintain service team training materials, tools, and resources. Provide strong insurance technical expertise to clients and members of the Account Management, Technical Resources, and Sales team. Virtual and/or in-person attendance of current/prospective client meetings. Champion client cross-selling initiatives and account organic growth development. 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. Educate, advise and communicate strategy and value to both clients and internal team members on all USI value propositions.  Includes, but not limited to, Compliance, Population Health Management, Analytics, Benefit Resource Center, etc.  Assist with due diligence reviews and implementation of prospective tools, resources, vendors. Participates in peer review process as both a participant and reviewer of standard and complex training and client deliverables.

 

Knowledge, Skills and Abilities:

5+ years of experience in employee benefits industry. College degree preferred. Expert understanding of Employee Benefits. Prior managerial, organizational learning and development experience preferred. Assist, mentor and conduct trainings for fellow team members. Must hold life and disability insurance license or be willing to obtain within 4 months of hire. Comfortable with internet-based programs and Microsoft Office products. Able to carry out complex tasks with many concrete and abstract variables.  Able to work in a fast-paced, team environment with minimal instruction. Keep informed about industry information, technology and trends. Able to define problems and generate potential solutions.Strong communication and negotiation skills

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