USI Insurance

General Description:

This position provides administrative support to the Employee Benefits Service team. 

Major Responsibilities:

• Support Producers with client communications.
• Prepare materials for client and prospect meetings.
• Request census data from clients and general client information from identified carriers.
• Maintain all team tracking lists (meetings, renewal calendar, etc.).
• Schedule and confirm client meetings (internal and external) for Producers and service team based upon client service calendar requirements.
• Prepare for in-office client/prospect meetings (room/equipment set-up and clean-up).
• As needed, provide general administrative assistance to the Employee Benefits Service team.
• Coordinate distribution of various mailing and communications as they occur (postal mail, via CRM, etc.).
• Coordinate Producer expense reports and travel arrangements.
• Maintain accurate information in agency management systems.
• Respond to issues accurately and timely.

Knowledge, Skills and Abilities:

• Prior customer service experience preferred, but not required.
• High School Graduate. 4 year college degree preferred.
• Ability to work in a team environment.
• Strong attention to detail.
• Ability to carry out multiple tasks with both concrete and abstract variables. 
• Ability to define problems and generate potential solutions. Expected to become familiar with all Compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform. 
• Comfortable with internet-based programs and Microsoft Office products.