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Employee Benefits Associate Account Rep - Career Development Program

Location:

NC - Raleigh

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General Description: Assist Account Managers in the service and retention of clients.

Responsibilities:

  • Assist Account Managers with development of employee benefit summary drafts for clients. Includes annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
  • Fulfill request for supplies from clients and for preparation of open enrollment communications.
  • Request census data from clients and gather general client information from identified carriers.
  • Track receipt of ID cards, booklets, and contracts.
  • Request contract changes and/or plan amendments as needed.
  • Verify accuracy of client plan documents.
  • Prepare the account managers for employee meetings.
  • General administrative support for the team.
  • Develop client/carrier contact sheets.
  • Maintain accurate client and team information in agency management system.
  • Maintain client documents in ImageRight and share drive.
  • Ensure accurate and timely response to all outstanding issues.
  • Respond to requests from all partners by stated timeframes.

Knowledge, Skills and Abilities

  • Comfortable with internet-based programs and Microsoft Office products.
  • Detail oriented and prioritizes accuracy.
  • Ability to work in a team environment.
  • Eager to learn new concepts and further professional development.
  • Open to feedback and coaching.
  • Establish effective working relationships with internal partners, clients and carriers.

#LI-TM2

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:

28013

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
USI Insurance Services LLC ("USI") will not accept submission of any resumes or referral of any candidates to USI by any external recruiter or recruitment agency by any means (including via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a written contract for a specified position properly executed by an authorized member of the USI Talent Acquisition team. Any information submitted relating to any such individuals will become the property of USI, and USI will not be responsible for, or owe any fees associated with, the submission of any such information or referral of any such candidates.

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