Benefits Associate Account Rep

General Description

The Employee Benefits Account Representative Career Development Program provides in-depth training to prepare associates for client‑facing and customer‑oriented roles. Throughout the training program, associates join a mentorship business group, led by industry experts, to further develop skills while increasing role‑specific levels of responsibility. The program also offers organized activities for participants to meet senior executives and network with team members across business lines, as well as opportunities to get involved through the USI Gives Back campaign, where each of the company’s more than 200 offices volunteer in local community service.

• The USI ONE Advantage® processes and best practices, a key differentiator between us and other brokerages.

The Employee Benefits Career Track Program provides over 1,300 hours of formalized training sessions and practical hands‑on work experience.

• Training:
  Hands On
• Months 1‑3: 100% training
• Months 4‑6: 50% training; 50% fieldwork
• Months 7‑18: 20% training; 80% fieldwork
• Networking and relationship‑building skills

• Day‑to‑day account management across a mixture of business segment clients.
• Participate in fulfilling client services needs such as coordinating receipt of employee , client coverage booklets, and contracts.
• Gather client census data to assist with the renewal process.
• Conduct insurance contract reviews and verify accuracy of client plan documents.
• Provide resolution support for enrollment, premium bill, and escalated claim issues.
• Coordinate applications/forms used to implement insurance products.
• Prepare communication materials needed for client meetings. Includes benefit summaries and guides, mobile application setup, recorded PowerPoint presentations, and more.
• Attend internal and external client strategy meetings.

• Bachelor’s degree.
• Strong organizational, multi‑tasking, and prioritizing skills.
• Strong time‑management skills and ability to meet deadlines.
• High attention to detail and accuracy.
• Ability to follow policies, procedures, and regulations.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to work effectively, both independently and in a team environment.
• Problem‑solving and critical‑thinking skills.
• Ability to take on a high level of responsibility, initiative, and accountability.
• Proficiency in Microsoft Office suite, including Excel, Word, and PowerPoint.

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.