Account Representative, Select

Position: Employee Benefits Account Representative, Select

Employee Benefits Account Representative, Select

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• This is a remote role but to be considered Candidate MUST sit near a USI Office in Illinois, Wisconsin or in the St. Louis, MO area.

Requirements Description and Requirements

• This is a remote role but to be considered Candidate MUST sit near a USI Office in Illinois, Wisconsin or in the St. Louis, MO area.

General Description: Assist the account management team with the service and retention of small employee benefits clients.

Responsibilities

• Assist account managers with preparation of materials for client meetings and renewals. Includes benefit summaries, annual renewal changes, enrollment procedures, and miscellaneous benefit changes/clarifications.
• Assist with the preparation of client compensation disclosures.
• Request census data from clients and gather general client information from identified carriers.
• Track receipt of , booklets, and contracts.
• Request contract changes and/or plan amendments as needed.
• Verify accuracy of client plan documents.
• Provide general administrative support for the account management team.
• Develop client/carrier contact sheets.
• Maintain accurate client and team information in agency management system.
• Maintain client documents in Image Right and network drive.
• Ensure accurate and timely response to all outstanding issues.
• Respond to requests from all partners by stated time frames.
• Establish and maintain effective working relationships with internal partners, clients, and carriers.

Knowledge, Skills, and Abilities

• Minimum one-year Employee Benefits / Insurance experience
• College degree preferred.
• Customer service experience preferred.
• Must hold Life and Disability Insurance License.
• Knowledge of Benefit Point and Image Right preferred.
• Ability to set priorities and manage deadlines.
• Comfortable with internet-based programs and Microsoft Office products.
• Detail oriented and prioritizes accuracy.
• Ability to work independently and in a team environment.
• Eager to learn new concepts and further professional development.
• Open to feedback and coaching.
• Ability to define problems and generate potential solutions.

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…