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Team Coordinator - Employee Benefits

Location:

WA - Seattle

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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:

This position provides administrative support to the Employee Benefits Service team. This position is expected to consistently provide excellent customer service to Internal Partners that includes proactive and effective communication and organization.

 Responsibilities:

  • Support Producers with client communications.
  • Assemble materials for client and prospect meetings (copy, bind, incorporate attachments and assist with PowerPoint presentations as needed).
  • For prospects, request census, plan data and general client information from identified carriers and save according to procedures in shared files.
  • Maintain all team tracking lists (meetings, renewal calendar, etc.).
  • Act as a Data Steward for CRM.
  • Schedule and confirm appointments (internal and external) for Producers.
  • Serve as the primary contact for Producers.
  • Responsible to prepare for in-office client/prospect meetings (room/equipment set-up and clean-up).
  • As needed, provide general administrative assistance to the Employee Benefits Service team.
  • Coordinate distribution of various mailing and communications as they occur (postal mail, via CRM, etc.).
  • Coordination of Producer expense reports and travel arrangements.
  • Expected to become familiar with all Compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.
  • Update and maintain agency management system with client/prospect and team updates as needed.
  • Work with Internal Partners, Clients and Carriers to ensure accurate and timely response to all outstanding issues.
  • Other miscellaneous duties as assigned.
 

Knowledge, Skills and Abilities:

  • Prior customer service experience preferred, but not required.
  • 4 year college degree preferred.
  • High level of computer literacy including working knowledge of Windows2007, Excel, Word and PowerPoint.
  • Ability to meet production demands.
  • Set priorities and manage 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.
  • Promote teamwork by sharing experiences, assisting others when help is needed and maintaining a positive and professional attitude.
  • Project a professional image in action and appearance.
  • Strong ability to problem solve, set and meet deadlines, communicate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast paced environment.
  • Refined verbal and written communication skills.
  • Strong attention to detail.
  • Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.
  • Ability to carry out multiple tasks with both concrete and abstract variables.
  • Must be comfortable with internet based programs as well as knowledge of Microsoft office products.

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.

Job ID:

22104

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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.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email recruiting@usi.com