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EB Sr Account Rep
Location:
CA - Concord
Apply nowGeneral Description: Assists the Account Management team in servicing and retention of accounts.
Major Responsibilities:
- Provide internal assistance to Account Managers.
- Handle all product implementation paperwork with carriers.
- Request, review, and coordinate updates. Track client plan documents such as booklets, contracts, SPDs, etc.
- Assist Account Managers with the preparation of materials for client meetings and renewals.
- Track and manage compliance documents as needed.
- Assist with enrollment and billing issues, as needed.
- Maintain accurate client and team information in agency management systems. Maintain client documents in system and shared drive.
- Gather renewal information and assemble applications and schedules for Account Management team.
- Assist Account Management team in delivering client service and meeting client retention goals.
- Prepare draft client communication materials (e.g. guides, brainsharks, education PPT).
Knowledge, Skills and Abilities
- Prior customer service experience and insurance industry knowledge preferred, but not required.
- High School Graduate, 4-year college degree preferred.
- Must currently hold or be willing to earn life and disability insurance license.
- Keep informed about industry information, technology and trends.
- Develop and maintain excellent carrier relationships.
- Ability to work in a team environment.
- Ability to set priorities and manage deadlines.
- Ability to define problems and generate potential solutions.
- Eager to learn new concepts and further professional development.
- Detail oriented and prioritizes accuracy.
- Ability to carry out multiple tasks with both concrete and abstract variables.
- Establish effective working relationships with internal partners, clients, and carriers.
- Comfortable with internet-based programs as well as knowledge of Microsoft office products.
- Expected to be well versed on all compliance topics. Including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform
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Why USI?
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, 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. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
- Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
- Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
- Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
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.
$60,000 - $72,000
Job ID:
30199