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Select Account Representative, Employee Benefits


MD - Hunt Valley, PA - Blue Bell, VA - Falls Church, VA - Norfolk

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General DescriptionManage and retain a book of assigned small employee benefits accounts. Serve as clients’ day-to-day contact.


·             Service a high volume of accounts independently; without sales associate’s involvement. Utilize carrier websites and online rating systems.

·             Provide proactive, personalized support to assigned clients. Function as primary contact between clients and insurance carriers.

·             Provide insurance technical expertise to clients. Educate, advise, and aid clients on all compliance topics. Includes ERISA, COBRA, FMLA, 5500s and Health Care Reform. 

·             Respond to requests for information, documents, and employee benefits insurance inquiries.

·             Manage the renewal process for accounts including the preparation of appropriate contractual changes. Communicate final placement details and instructions to insurers and clients.

·             Manage the marketing and placement process for new benefit product offerings. Includes preparation of client application and determining most appropriate carriers. Analyze and compare carrier quotes and products. Make recommendations to clients.

·             Coordinate and manage client communications via email, phone, and virtual online meetings.

·             Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.

·             Introduce clients to USI Benefit Resource Center for resolution support. Includes assistance with claims issues and benefit plan/policy questions.

·             Introduce clients to USI value-add services where appropriate.

·             Maintain a high degree of accuracy in agency management and document management systems. 

·             Ensure client deliverable standards are met. Participate in peer review with team members.

·             Keep current with industry information, technology, and trends.

Knowledge, Skills, and Abilities:

·             3-5 years’ experience in employee benefits industry or related marketplace.

·             College degree preferred.

·             Customer service experience preferred.

·             Must hold or be willing to earn a life and disability insurance license.

·             Comfortable with internet-based programs and Microsoft Office products.

·             Ability to set priorities and manage deadlines.

·             Ability to work in a fast-paced, team environment with minimal instruction.

·             Ability to conduct complex tasks with many concrete and abstract variables. 

·             Strong oral and written communications skills


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 9,000 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:

  • The Top Insurance Employers by Insurance Business America five years in a row (2018-2022).
  • Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row. 
  • Forbes Best Large Employers in America (2018-2019). 
  • Ranked as one of Forbes Best Large Employers in America (2018-2019).




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 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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