Employee Benefits Account Representative

Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage^® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition

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.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

• The Top Insurance Employers by Insurance Business America four years in a row (2018-2021).

General Description: Assist Account Managers in the service and retention of clients.

Responsibilities:

• Assist Account Managers with development of employee benefit summary drafts for clients. Includes annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
• Fulfill request for supplies from clients and for preparation of open enrollment communications.
• Request census data from clients and gather general client information from identified carriers.
• Track receipt of ID cards, booklets, and contracts.
• Request contract changes and/or plan amendments as needed.
• Verify accuracy of client plan documents.
• Prepare the account managers for employee meetings.
• General administrative support for the team.
• Develop client/carrier contact sheets.
• Maintain accurate client and team information in agency management system.
• Maintain client documents in ImageRight and share drive.
• Ensure accurate and timely response to all outstanding issues.
• Respond to requests from all partners by stated timeframes.

Knowledge, Skills and Abilities

• Comfortable with internet-based programs and Microsoft Office products.
• Detail oriented and prioritizes accuracy.
• Ability to work in a team environment.
• Eager to learn new concepts and further professional development.
• Open to feedback and coaching.
• Establish effective working relationships with internal partners, clients and carriers.

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.