Skip to content

Employee Benefits Account Representative

Apply now Share Share 17589 AR 2 - EB - DALLAS - Ortiz with Facebook Share 17589 AR 2 - EB - DALLAS - Ortiz with LinkedIn Share 17589 AR 2 - EB - DALLAS - Ortiz with Twitter Share 17589 AR 2 - EB - DALLAS - Ortiz with Google+ Share 17589 AR 2 - EB - DALLAS - Ortiz with Viadeo Share 17589 AR 2 - EB - DALLAS - Ortiz with a friend via e-mail
  • Minimum 2-4 years of experience in employee benefits industry or related marketplace
  • 4 year college degree or industry specific designation preferred.

  • Prior customer service experience is preferred.

  • Must currently hold life and disability insurance license (or must obtain it within 4 months following date of employment) and retain license by meeting the continuing education requirements.

  • High level of computer literacy including working knowledge of Microsoft Office Suite -  Excel, Word and PowerPoint.

  • Experience preparing and analyzing RFP’s (Request for Proposal), Client Renewal presentations, claims auditing and resolution

  • Sets priorities and manages work flow independently to ensure efficient, timely and accurate processing of transactions and other responsibilities.

  • Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.

  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

  • Develop and maintain excellent carrier relationships.

  • Promote teamwork by sharing experiences, assisting others when help is needed and maintaining a positive and professional attitude.

  • Strong ability to problem solve, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast paced environment.

  • Keep informed and further industry education, new product knowledge, legislation, coverage’s and technology to continuously improve knowledge and performance.

  • Refined verbal and written communication skills.

  • Strong presentation skills.

  • Good at attention to detail and ability to self-check work.

  • Ability to carry out complex tasks with many concrete and abstract variables. 

Job ID:


Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
We endeavor to make this site accessible to any and all users. If you would like to contact us, please email