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EB Sr Account Representative


OH - Dublin

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Why USI?
With over $2 billion in revenue and more than 9,000 associates located in approximately 200 offices across the country, 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. We invite you to learn more about what makes USI an exceptional place to work!

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 committed to ensuring a fair, diverse, and inclusive work environment for all. Our diversity, equity 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

  • Recognized as one of Insurance Business America’s Top Insurance Employers for five consecutive years (2018-2022).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
  • Gold recipient, American Heart Association’s Workplace Health Achievement Index, three years in a row (2018-2021).

General 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.



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.

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Notice to 3rd Party Recruiters

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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