Employee Benefits Account Representative - Temporary

About the Role

The EB Account Representative plays a key role in supporting Account Managers to service and retain employee benefits clients. This position is ideal for someone who enjoys working collaboratively, is detail-oriented, and is motivated to learn and grow within the employee benefits field.

Responsibilities

• Proactively assist with service tasks related to the EB service calendar.
• Support Account Managers in preparing employee benefit materials, including renewals, enrollment communications, and plan changes.
• Coordinate routine client requests, such as providing supplies, census data, and carrier information.
• Review, track, and process benefit-related materials like booklets, contracts, and plan amendments for accuracy.
• Assist with preparation for client meetings.
• Provide general administrative support to the team.
• Maintain accurate client, carrier, and plan information in agency management systems, ImageRight, and shared drives.
• Respond to internal and external requests and follow up on outstanding items within established timeframes.

Requirements

• Entry-level candidates are welcome; a college degree or customer service experience is preferred.
• Proficiency with Microsoft Office and internet-based applications; familiarity with BenefitPoint and ImageRight is a plus.
• Willingness to obtain a Life and Disability insurance license and a strong motivation to learn and develop professionally.
• Ability to manage multiple priorities, complete assigned tasks, and meet deadlines.
• Strong attention to detail and accuracy.
• Team player who can follow instructions and apply feedback.
• Excellent interpersonal skills to build effective working relationships with internal partners, clients, and carriers.

Benefits

USI offers a wide range of health, welfare, and financial benefits including:

• Medical, wellness, dental, and vision coverage.
• 401(k) retirement plan.
• Flexible spending and health savings accounts.
• Short- and long-term disability insurance.
• Life insurance and other unique employer-sponsored and voluntary programs.
• Generous paid time off policy, paid family leave benefit, and paid holiday time.

USI also provides:

• One-of-a-kind employee reward and recognition programs, including the Summit Awards for excellence in building the brand.
• Award-winning wellness program.
• College scholarships for associates' children.
• Financial assistance in times of need.
• Deep community engagement and environmental sustainability initiatives.
• Award-winning diversity and inclusion program, I’m With U, with curated education, training, and support resources.