Select Employee Benefits Senior Account Representative

Requirements

Assist account management team with the service and retention of small employee benefits clients.

• Aid account managers with preparation of materials for client meetings and renewals.
  • Benefit summaries, annual renewal changes, enrollment procedures, and miscellaneous benefit changes/clarifications.
• Prepare client compensation disclosures.
• Collect census data from clients and gather general client information from identified carriers.
• Provide proactive, personalized support to a small list of assigned clients.
• Act as primary contact between clients and insurance carriers with support from a senior member of the service team.
• Respond to requests for information, documents, and employee benefits insurance inquiries.
• Cope with client communications via email, phone, and virtual online meetings with support from a senior member of the service team.
• Verify accuracy of client plan documents.
• Offer general administrative support for the account management team.
• Introduce clients to USI value-add services where appropriate.
• Maintain client documents in BenefitPoint, ImageRight and network drive.
• Ensure accurate and timely response to all outstanding issues.
• Respond to requests from all partners by stated timeframes.
• Erect effective working relationships with internal partners, clients, and carriers.

Qualifications

• At least 1-3 years of experience in employee benefits industry or related marketplace.
• A college degree preferred.
• Customer service experience preferred.
• Must hold or be willing to earn life and disability insurance license within the first 90 days of employment.
• 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 in a fast-paced environment.
• 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: $65,000 - $75,000. This is a bonus eligible position with a target incentive of 5%.

USI offers 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.

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

Committed to a Diverse and Inclusive Workplace: USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs.

Nationally Recognized as a Top Insurance Employer: USI is 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).