USI Holdings Corporation

EB Team Lead

USI Holdings Corporation$110K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in employee benefits
  • Expert understanding of Employee Benefits
  • Prior managerial experience preferred
  • Must hold life and disability insurance license or be willing to obtain
  • Comfortable with internet-based programs and Microsoft Office
  • Strong communication and negotiation skills
  • Able to define problems and generate solutions

Responsibilities

  • Manage a book of complex key clients
  • Provide proactive, personalized support to clients
  • Lead day-to-day management of service team
  • Implement operational strategic objectives
  • Develop and conduct training plans for the service team
  • Champion client cross-selling initiatives
  • Educate clients on compliance and USI value propositions

Benefits

  • Comprehensive health, wellness, dental, and vision insurance
  • 401(k) and flexible spending accounts
  • Generous paid time off and family leave
  • Award-winning wellness program
  • Employee recognition through the Summit Awards program
  • Community engagement opportunities
  • Diversity and inclusion programs
Full Job Description
Description and Requirements

General Description:

The Emerging Markets (EMM) Operations Team Lead role drives consistency, execution, and operational excellence across EMM client teams. This position partners with Regional Operations leadership to deliver a standardized, high-quality client experience while supporting growth, retention, and compliance goals.
Key Responsibilities:
  • Manage, develop, and support a team of 10+ employees, including performance management and delivery of a structured training program; provide operational oversight and drive execution of strategic objectives.
  • Partner with EMM client teams to execute service models and client procedures, ensuring consistent delivery across accounts.
  • Oversee client lifecycle milestones (onboarding, renewal, stewardship) and ensure timely execution of deliverables.
  • Maintain and enhance client processes aligned with EMM standards, improving efficiency, scalability, and consistency.
  • Identify risks, gaps, or service inconsistencies and partner with teams to resolve.
  • Support onboarding and ongoing training on tools, processes, and service expectations.
  • Create and maintain documentation, templates, and resources to support team effectiveness.
  • Reinforce best practices and drive adoption of EMM standards, tools, and workflows across regions and OpCos.
  • Standardize reporting and tracking; monitor key metrics, analyze trends, and provide insights to leadership.
  • Support implementation of new initiatives, tools, and process improvements.
  • Act as a liaison across EMM, Operations, Compliance, and Regional Leadership to ensure alignment.
  • Coordinate with OpCo leaders on priorities, timelines, and deliverables; facilitate meetings and track action items.
  • Deliver strong client service, supporting retention, growth, and issue resolution, including escalations.
  • Provide technical expertise and guidance on insurance, compliance (e.g., ERISA, COBRA, FMLA, 5500s, Healthcare Reform), and USI value propositions.
  • Stay current on industry developments, regulatory changes, and emerging benefit trends.


Knowledge, Skills and Abilities:
• 5+ years of experience in employee benefits; self-funding knowledge preferred.
• Bachelor's degree preferred.
• Strong understanding of benefits, compliance, and client service delivery.
• Prior leadership experience preferred.
• Active Life and Disability insurance license or ability to obtain within 4 months of hire.
• Proficient with Microsoft Office and internet-based programs.
• Exceptional communication, negotiation, and relationship-building skills.
• Ability to thoughtfully review complex information, exercise advanced professional judgement, and develop strategic client-focused solutions.
• Ability to prioritize multiple demands and manage deadlines in a fast-paced environment.
• Ability to coach, mentor, and support team development.
Work Environment:

Work is conducted in an on-site or hybrid environment that is conducive to performing the essential functions of the job. The role routinely involves the use of standard office equipment, including computers, keyboards, printers, and video conferencing tools. The role requires attendance at in-person meetings, including those with team members and their clients.
Physical Requirements:

While performing the duties of this job, the employee is required to:
• Sit for extended periods while working at a computer or attending virtual meetings.
• Travel by car and/or air to off-site locations.
• Operate office equipment and use repetitive hand motions, such as typing.
• Communicate clearly via phone, video conferencing tools, email, and in person.
• Ability to move for extended periods across various environments. Includes standing, walking, bending, kneeling, squatting and/or reaching.
• Infrequently, lifting or carrying items that range from 10-50lbs may be required.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.


#LI-CS4
#Hybrid

Actual salary is dependent on skill set and previous Leadership experience, with an to opportunity to participate in a Staff Incentive Plan. 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 benefits as well as paid holiday time.

$110,000-$150,000

About USI Holdings Corporation

USI is a leading insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk, program and retirement solutions throughout the United States. Headquartered in Valhalla, New York, USI has over 200 offices across the United States. USI combines industry-leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI, we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting-edge solutions so our clients can continue to invest and grow.
Learn more about USI Holdings Corporation
Size
4,800 employees
Industry
Founded
1994

Similar Jobs

More Jobs at USI Holdings Corporation

More Finance & Insurance Jobs

Find similar EB Team Lead jobs: