EB Team Lead

Description and Requirements

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:

• Manage a book of highly complex key clients with significant unique needs.
• Provide proactive, personalized support to assigned clients, including:
  • Negotiating with carriers on behalf of clients
  • Representing client interests in internal strategy meetings
  • Setting up new group insurance contracts
  • Ensuring accurate and timely responses
• Provide day-to-day management and development of 4 or more employees.
• Provide oversight and implementation of operational strategic objectives service team.
• Develop and implement a regularly scheduled training plan for the service team.
• Provide strong insurance technical expertise to clients and members of the Account Management and Sales team.
• Lead client meetings regarding renewal and utilization results.
• Regular client contact and in-person attendance at client meetings.
• Champion client cross-selling initiatives and develop customer accounts.
• 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.
• Conduct on-site or virtual meetings to communicate or administer benefit plans.
• Develop employee communications for changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
• Participates in peer review process as both a participant and reviewer of standard and complex deliverables.

Knowledge, Skills and Abilities:

• 5+ years of experience in employee benefits industry. College degree preferred.
• Expert understanding of Employee Benefits.
• Prior managerial experience preferred.
• 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.
• Assist, mentor and conduct trainings for fellow team members.

#LI-CS4
#Hybrid

Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.


Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.


Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace
Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.