USI Insurance

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