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Employee Benefits Associate Account Rep - Career Development Program


TX - Houston

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START DATE: July 8th, 2024 

The Employee Benefits Account Representative Program provides in-depth training to prepare associates for client-facing and customer-oriented roles. Throughout the eighteen – month training program, associates join a mentorship business group, led by industry experts, to further develop skills while increasing role-specific levels of responsibility. The program also offers organized activities for participants to meet senior executives and network with team members across business lines, as well as opportunities to get involved through our USI Gives Back campaign, where each of the company’s more than 200 offices volunteer in local community service.

Program Overview:

  • Months 1-3: 100% Training 
  • Months 4-7: 50% Training/50% On-the-job experience
  • Months 8-18: 20% Training/80% On-the-job experience

You will assist in all aspects of account management including:

  • Day-to-day account management across a mixture of business segment clients
  • Participate in fulfilling client services needs such as coordinating receipt of employee ID cards, client coverage booklets and contracts
  • Gather client census data to assist with the renewal process
  • Conduct insurance contract reviews and verify accuracy of client plan documents
  • Provide resolution support for enrollment, premium bill and escalated claim issues
  • Coordinate applications/forms used to implement insurance products
  • Prepare communication materials needed for client meetings including benefit summaries and guides, mobile application setup, recorded PowerPoint presentations, and more.
  • Attend internal and external client strategy meetings

Ideal Candidate Qualifications:

  • Strong organizational, multi-tasking, and prioritizing skills
  • Excellent time management skills and ability to meet deadlines
  • High attention to detail and accuracy skills
  • Ability to follow policies, procedures, and regulations
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to work effectively, as well as independently, in a team environment
  • Strong customer service skills
  • Problem solving and critical thinking skills
  • Ability to take on a high level of responsibility, initiative, and accountability
  • Proficiency in Microsoft Excel, Word, and PowerPoint
  • Bachelor’s degree achieved between Spring ‘23 and Spring ‘24

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


  • 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.

Job ID:


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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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