Employee Benefits Implementation Specialist, Select

Marketing Assistant

Provide marketing assistance and education to small employee benefits sales associates. Provide new client implementation assistance and education. Manage assigned New Business Coordinator team members.

Responsibilities:

• Provide high-level consultation with new sales associates on marketing and placement of benefit products for prospects.
• Provide full-cycle recruitment, management, and development for assigned team members.
• Establish and maintain strong relationships with carriers, vendors, and general agent partners.
• Guide and train sales associates to obtain competitive coverage quotes based on client needs, utilizing regional quoting tools.
• Assist and educate sales associates to analyze and compare carrier quotes and coverage offerings.
• Provide peer review of prospect proposals as needed. Includes current and renewal details, and marketplace options.
• Assist and educate sales associates with carrier installation for products sold to new clients.
• Work with Select Team Leader, Select Sales Associates, and New Business Coordinator to transition new clients from sales to the assigned Internal Consultant, utilizing the hand-off process.
• Provide guidance to Select Sales Associates to achieve proactive, personalized assistance to new clients. Act in a consultative manner with sales associates between clients and insurance carriers.
• Coach and develop sales associates to respond to requests for information, documents, and employee benefits insurance inquiries.
• Lead and share expertise on the renewal process for accounts including the preparation of appropriate contractual changes. Assure the Select Sales Associates communicate final placement details and instructions to insurers and clients.
• Support and train sales associates to coordinate and manage client communications via email, phone, and virtual online meetings.
• Support and train sales associates to develop employee communications for new client renewal changes, enrollment procedures, benefit changes, and/or clarifications.
• Assist and educate sales associates to introduce clients to USI Benefit Resource Center for resolution support. Includes assistance with claims issues and benefit plan/policy questions.
• Assist and educate sales associates to introduce clients to USI value-add services where appropriate.
• Maintain a high degree of accuracy in agency management and document management systems.
• Enable and equip sales associates to ensure client deliverable standards are met and peer reviews are completed for team members.
• Partner with New Business Coordinator to verify accuracy of commissions on new business cases.
• Keep current on industry information, technology, and trends.

Knowledge, Skills, and Abilities:

• 5+ years of experience in the employee benefits industry or related marketplace.
• Must hold a life and disability insurance license.
• College degree preferred.
• Customer service experience preferred.
• Comfortable with internet-based programs and Microsoft Office products.
• Ability to set priorities and manage deadlines.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Ability and willingness to work on-site/in-office 1-3 days per week.
• Ability to travel quarterly to other office locations within the region.
• Ability to conduct complex tasks with many concrete and abstract variables.
• Strong written and verbal communication skills.
• Ability to define problems and generate potential solutions.

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprisethe three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint we're working together as ONE to build a better future.

Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

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).

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 benefit as well as paid holiday time.

Salary Range: $85,000- $100,000. This is a bonus eligible position with a target incentive of 5%.