Employee Benefits Select Account Representative

Requirements

Assist the account management team with the service and retention of small employee benefits clients. This is a remote role, but Candidate MUST sit in CO, OR or WA and be commutable to a local USI Office.

Responsibilities

• Aid account managers with preparation of materials for client meetings and renewals, including benefit summaries, annual renewal changes, enrollment procedures, and miscellaneous benefit changes/clarifications.
• Prepare client compensation disclosures.
• Request census data from clients and gather general client information from identified carriers.
• Track receipt of ID cards, booklets, and contracts.
• Request contract changes and/or plan amendments as needed.
• Verify accuracy of client plan documents.
• Provide general administrative support for the account management team.
• Create client/carrier contact sheets.
• Maintain accurate client and team information in agency management system.
• Maintain client documents in ImageRight and network drive.
• Ensure accurate and timely response to all outstanding issues.
• Respond to requests from all partners by stated timeframes.
• Establish and maintain effective working relationships with internal partners, clients, and carriers.

Qualifications

• 1+ years Employee Benefits experience.
• Must hold life and disability insurance license.
• College degree preferred.
• Customer service experience preferred.
• Knowledge of BenefitPoint and ImageRight preferred.
• Ability to set priorities and manage deadlines.
• Comfortable with internet-based programs and Microsoft Office products.
• Detail oriented and prioritizes accuracy.
• Ability to work independently and in a team environment.
• Eager to learn new concepts and further professional development.
• Open to feedback and coaching.
• Ability to define problems and generate potential solutions.

Benefits

• Salary Range: $55,000- $65,000.
• This is a bonus eligible position with a target incentive of 5%.

Pay

Salary Range: $55,000- $65,000. This is a bonus eligible position with a target incentive of 5%.

Schedule

N/A