Select Employee Benefits Senior Account Representative- Midatlantic

Job Title

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

Responsibilities

Assist account managers with preparation of materials for client meetings and renewals. Includes benefit summaries, annual renewal changes, enrollment procedures, and miscellaneous benefit changes/clarifications.

Assist with the preparation of client compensation disclosures.

Request 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.

Coordinate and manage 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.

Provide 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.

Establish and maintain effective working relationships with internal partners, clients, and carriers.

Knowledge, Skills and Abilities

1-3 years of experience in employee benefits industry or related marketplace.

College degree preferred.

Customer service experience preferred.

Must hold 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.

USI is one of the largest insurance brokerage and consulting firms in the world, with approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide. We have created one of the most dynamic personal and professional development cultures in the industry.

USI ONE Advantage 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.

USI offers industry-leading programs, rewards, and recognition, including competitive pay, incentives, and benefits, and recognizes associates through our Summit Awards program.

We are committed to giving back to our local communities and supporting a culture of environmental sustainability.

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.

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: $60,000 - $70,000. This is a bonus eligible position with a target incentive of 5%.