Employee Benefits Associate Account Rep

4 weeks ago


Rancho Cordova, United States USI Holdings Corporation Full time
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 our USI Gives Back campaign, where each of the company's more than 200 offices volunteer in local community service.

What You'll Learn

You will be immersed in the fundamentals of employee benefit consulting including:

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

Program Overview: 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

You will assist in all aspects of account management including:

• Day-to-day account management across a mixture of business segment clients.

• Participate in fulfilling client services needs such as coordinating receipt of employee ID cards, 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.

Ideal Candidate Qualifications:

• 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 skills.

• Ability to follow policies, procedures, and regulations.

• Excellent verbal, written, and interpersonal communication skills.

• Ability to work effectively, as well as independently, 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.

Salary: $60,000

Job ID:

29108Learn More

  • Rancho Cordova, United States EPIC Brokers Full time

    SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Location: This role requires a...


  • Rancho Cordova, United States EPIC Brokers Full time

    SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Location: This role requires a...


  • Rancho Cordova, United States EPIC Brokers Full time

    SUMMARY:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Location:This role requires a...


  • Rancho Cordova, United States EPIC Brokers Full time

    SENIOR CLIENT MANGER- EMPLOYEE BENEFITS, PUBLIC SECTOR ACCOUNTSLOCATION: Concord or Rancho Cordova, CA (Hybrid) SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be...


  • Rancho Cordova, United States EPIC Brokers Full time

    SENIOR CLIENT MANGER- EMPLOYEE BENEFITS, PUBLIC SECTOR ACCOUNTSLOCATION:Concord or Rancho Cordova, CA (Hybrid)SUMMARY:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be...


  • Rancho Cordova, California, United States USI Insurance Services, Inc. Full time

    Job Overview:We are seeking an experienced Employee Benefits Insurance Manager to join our team at USI Insurance Services, Inc. As a key member of our staff, you will be responsible for managing a book of business comprised of fully insured clients, as well as some self-insured clients.Key Responsibilities:Manage client relationships to provide excellent...


  • Rancho Cordova, United States State of California Full time

    THIS IS A RE-ADVERTISEMENT. If you previously applied and are still interested in the position, no action is required as your application is still being considered. Are you an energetic, self-motivated, creative problem-solver with attention to detail? If so, we encourage you to apply! Under general supervision of the Accounting Administrator I...


  • Rancho Cordova, United States Life-Assist, Inc. Full time

    Job DescriptionJob DescriptionOperating since 1977, Life-Assist, Inc. is one of the nation's largest distributors of emergency medical supplies and equipment for the First Responder, Paramedic, EMT and EMS Provider. We show up every day, so we can “Help heroes save lives”. Every decision we make and every action we take ensures that first responders...

  • EB Account Manager

    4 weeks ago


    Rancho Cordova, United States USI Insurance Services, Inc. Full time

    Manages Employee Benefits insurance accounts and services as their day-to-day contact. Major Responsibilities:Manage a book of business comprised of fully insured clients but may include some self-insured clients. Provide proactive, personalized supp Account Manager, Manager, Insurance, Brokerage, Diversity, Associate, Accounting


  • Rancho Cordova, United States C&S Wholesale Grocers, LLC Full time

    Position OverviewAs the Associate Account Manager, you will serve as a support to the broader Sales Team, assisting in the deployment of corporate-wide resources to provide comprehensive service and solutions to the account portfolio. In partnership with the Account Manager, you will identify and escalate internal and external opportunities to improve...

  • Customer Service Rep

    7 months ago


    Rancho Cucamonga, United States Cut N Dry Restoration Full time

    Cut N Dry Restoration in Rancho Cucamonga, CA is calling all energetic and organized representatives to apply to join our amazing team as a full-time Customer Service Rep! WHY YOU SHOULD JOIN OUR TEAM We are a home restoration company that offers exciting opportunities for growth while fostering a team-oriented environment built on trust and respect. We pay...

  • Customer Service Rep

    2 weeks ago


    Rancho Cordova, United States AppleOne Full time

    Job DescriptionJob DescriptionSeeking experienced call center customer service reps to provide information and resolution of product and service-related topics. You will assist customers by communicating with them over the phone, by email, and through text messaging and will work closely with other departments to resolve product or service needs. Mon - Fri...


  • Rancho Cordova, California, United States Domino's Pizza LLC Full time

    As a Customer Service Rep at Domino's, you'll be responsible for providing exceptional customer experiences. The salary for this role is estimated to be around $12 per hour.Key Responsibilities:Greet customers and provide them with a positive experienceTake customer orders using the Point of Sales SystemCreate a great customer experience by maintaining the...


  • Rancho Cordova, California, United States Insight Manufacturing S Full time

    About the RoleInsight Manufacturing S is seeking a Support Services Associate to join our team. As a Support Services Associate, you will provide critical administrative support to our Finance and Human Resources teams, ensuring the smooth operation of our financial and HR processes. Responsibilities:Perform a wide range of general clerical, accounting and...


  • Rancho Cordova, United States Oasis Global Enterprise Full time

    Job DescriptionJob DescriptionAre you seeking an organization that provides a phenomenal growth opportunity for those few who embody an entrepreneurial spirit? Do you thrive in a fast-paced environment?Our Business Development Associate opening is an excellent opportunity to join an industry leader and grow with us in an environment that is both challenging...


  • Rancho Cordova, California, United States Domino's Pizza LLC Full time

    At Domino's, we're looking for a talented individual to join our team as a Customer Service Rep. In this role, you'll play a vital part in ensuring our customers have an exceptional experience. Your responsibilities will include greeting customers, taking orders using our Point of Sales System, and maintaining a clean and organized store environment.To be...


  • Rancho Cordova, United States Bank of Marin Full time

    Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Branch Services Associate to join our Consumer Services team at either our corporate office in Novato or administrative office in Rancho Cordova. The Branch Services Associate provides knowledge and support to branch employees to ensure...

  • Property Accountant

    4 weeks ago


    Rancho Cordova, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering a short term contract employment opportunity for a Property Accountant in the Healthcare/NHS industry based in Rancho Cordova, California. As a Property Accountant, you will be responsible for managing tenant deposit banking workflows, maintaining accurate tenant records, and ensuring posting accuracy. You will...


  • Rancho Cordova, United States POOLCORP Full time

    Who Are We?POOLCORP is the world's leading distributor of outdoor living products. With more than 440 Sales Centers and over 6,000 employees, we proudly provide unparalleled service to our 120,000+ customers across 13 countries. At POOLCORP you'll find a wealth of opportunities that support your individual and long-term career goals. Publicly traded since...


  • Rancho Cordova, United States POOLCORP Full time

    Who Are We?POOLCORP is the world’s leading distributor of outdoor living products. With more than 440 Sales Centers and over 6,000 employees, we proudly provide unparalleled service to our 120,000+ customers across 13 countries. At POOLCORP you’ll find a wealth of opportunities that support your individual and long-term career goals. Publicly traded...