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Job Details

Locations
AZ - Phoenix, CA - Irvine, CA - Los Angeles, CA - Woodland Hills
Job ID
30086

Description and Requirements

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

Responsibilities:
• 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. Act 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 determine 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 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 carry out complex tasks with many concrete and abstract variables.  
• Strong oral and written communications skills. 
• Ability to define problems and generate potential solutions.

**Must sit in Southern California or Phoenix, AZ and be commutable to a local USI Office

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Why USI?
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. 

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, 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. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. 

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
  • Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list. 
  • Honored by Glassdoor as a Best-Led Company in the U.S. in 2024. 
  • Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!


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.


Salary Range:  $65,000- $75,000.  This is a bonus eligible position with a target incentive of 5%.