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EB Account Representative


MO - St. Louis

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Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

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

USI has been recognized as one of:

·        Insurance Business America’s Top Insurance Workplaces, three years in a row (2018-2020).

·        Business Insurance’s 2020 list of Best Places to Work in Insurance.

·        Forbes Best Large Employers in America (2018-2019).

Ranked as one of Forbes Best Large Employers in America (2018-2019).

General Description: The Account Administrator will act as a back -- up for the Account Managers when they are out in the field.

Major Responsibilities:

  • The Account Administrator will assist Account Managers to develop employee benefit summary drafts for client to communicate the following; annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
  • Fulfilling request for supplies from clients and for preparation of open enrollment communications.
  • Tracking receipt of ID cards, booklets and contracts.
  • Initiation of contract changes and/or plan amendments at the direction of the Account Managers.
  • Verification of accuracy of client plan documents.
  • Assistance preparing the account managers for employee meetings.
  • Photocopying and general administrative support for the team.
  • Prepare Benefit Plan Manuals at Renewal.
  • Develop client/carrier contact sheets.
  • Establish effective working relationships with Internal Partners, Clients and Carriers.
  • Work with Internal Partners and Carriers to ensure accurate and timely response to all outstanding issues.
  • Respond to requests from all partners by stated timeframes.
  • Other miscellaneous duties as assigned.

 Knowledge, Skills and Abilities:

  • Ability to meet production demands.
  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
  • Work with all partners in a manner that fosters mutual respect and teamwork.
  • Ensure appearance of work area is neat, organized and professional ("client presentable").
  • Ability to meet production deadlines.
  • Strong attention to detail and ability to self-check work.
  • Excellent time management skills, keeps manager informed of problems.
  • Task oriented, excellent organizational skills, ability to prioritize work load.
  • Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.
  • Excellent problem solving skills.
  • Strong verbal communication skills.
  • Must currently hold life and disability insurance license (or must obtain it within 4 months following date of employment) and retain license by meeting the continuing education requirements.
    • High level of computer literacy including working knowledge of Windows2007, Excel, Word, Outlook, PowerPoint. Remains informed regarding industry information and new product information.
    • Expected to further industry education through insurance courses with intent to pursue an industry designation.
    • Prior customer service experience is preferred.


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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