Select Employee Benefits Sr Account Representative

Requirements

Aid the account management team in servicing and retaining small employee benefits clients.

• Prepare materials for client meetings and renewals, including benefit summaries, annual changes, enrollment procedures, and clarifications.
• 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 the primary point of contact between clients and insurance carriers, supported by a senior member of the service team.
• Respond to requests for information, documents, and employee benefits insurance inquiries.
• Coordinate and manage client communications via email, phone, and virtual meetings, supported by a senior member of the service team.
• Verify the accuracy of client plan documents.
• Offer general administrative support for the account management team.
• Introduce clients to USI's value-added services when appropriate.
• Maintain client documents in BenefitPoint, ImageRight, and network drives.
• Ensure accurate and timely responses to all outstanding issues.
• Respond to requests from all partners within stated timeframes.
• Establish and maintain effective working relationships with internal partners, clients, and carriers.

Qualifications

• Minimum 1+ years of experience in the employee benefits industry or a related field.
• A college degree is preferred.
• Customer service experience is preferred.
• Must hold a life and disability insurance license.
• Knowledge of BenefitPoint and ImageRight is preferred.
• Ability to prioritize tasks and meet deadlines.
• Comfortable using internet-based programs and Microsoft Office products.
• Detail-oriented and prioritizes accuracy.
• Ability to work in a fast-paced environment.
• Ability to work both independently and as part of a team.
• Eager to learn new concepts and engage in professional development.
• Open to feedback and coaching.
• Ability to define problems and generate potential solutions.

Benefits

• Competitive salary range: $50,000 - $65,000.
• Bonus eligible position with a target incentive of 5%.

Pay

$50,000 - $65,000 annually.

Schedule

Full-time position.