USI Insurance

About the Role:

The EB Senior Account Representative plays a key role in supporting our Account Management team to service and retain employee benefits clients. You'll be an essential part of our efforts to deliver outstanding client service and ensure smooth operations for our employee benefits accounts.

What You'll Do:

• Provide day-to-day support to Account Managers for ongoing client service, renewals, and retention efforts.
• Coordinate product implementation paperwork with carriers.
• Request, review, and track benefit plan documents, including booklets, contracts, SPDs, and compliance materials.
• Assist with preparation of materials for client meetings, renewals, and employee communications.
• Gather renewal information and prepare draft applications, schedules, and supporting materials for the Account Management team.
• Prepare draft client-facing materials such as benefit guides, Brainshark content, and educational presentations.
• Maintain accurate client, carrier, and plan information in agency management systems, ImageRight, and shared drives.
• Stay informed on industry information, technology, and trends.

What We're Looking For:

• Prior customer service experience and insurance industry knowledge preferred.
• High school diploma required; college degree preferred.
• Current Life and Disability insurance license or willingness to obtain; motivated to learn new concepts and further professional development.
• Proficiency with Microsoft Office and internet-based applications.
• Ability to work collaboratively within a team environment.
• Ability to complete assigned tasks, manage multiple priorities, and meet established deadlines.
• Detail-oriented with a focus on accuracy.
• Ability to establish effective working relationships with internal partners, clients, and carriers.

Why USI?
With approximately $3 billion in revenue and over 10,500 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 and Inclusive Workplace
Our award-winning I’m With U diversity 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 eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). 
• Certified as a Great Place To Work two years in a row (2024-2025).

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