Employee Benefits Associate Account Rep

1 week ago


Glen Allen, United States USI Holdings Corporation Full time
Start Date: July 7, 2025

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 achieved between May '24 - May '25

• 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.

Job ID:

29035Learn More

  • Glen Allen, United States USI Holdings Corporation Full time

    Start Date: July 7, 2025General 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...


  • Glen Allen, Virginia, United States USI Holdings Corporation Full time

    OverviewUSI Holdings Corporation is a leading insurance brokerage and consulting firm, with over $2.5 billion in revenue and 10,000 associates across 200+ offices nationwide.We offer a dynamic personal and professional development culture, investing heavily in our associates and celebrating their growth and success through employee reward and recognition...


  • Glen Allen, United States USI Holdings Corporation Full time

    General Description: Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities. **This position offers a hybrid schedule in which the employee will work in our Richmond office on Tuesday and Wednesday and the...


  • Glen Allen, United States USI Holdings Corporation Full time

    General Description: Manage complex clients as the primary service contact. Responsible for client satisfaction, providing excellent customer service and leadership to accounts. Includes strategic planning responsibilities. **This position offers a hybrid schedule in which the employee will work in our Richmond office on Tuesday and Wednesday and the...


  • Glen Allen, Virginia, United States USI Insurance Services, Inc. Full time

    About the RoleThe Senior Benefits Account Development Specialist career development program is designed to equip associates with in-depth training and expertise to excel in client-facing and customer-oriented roles. This comprehensive training program empowers associates to become effective leaders and drive business growth.


  • Glen Allen, Virginia, United States USI Holdings Corporation Full time

    About USI Holdings CorporationUSI Holdings Corporation is a leading insurance brokerage firm committed to providing innovative solutions for its clients.Compensation PackageThe estimated salary for this position is $65,000 - $80,000 per year, depending on experience and qualifications.Job DescriptionOverview of the PositionThis role involves working as an...


  • Glen Allen, United States Qualified Staffing Full time

    Job DescriptionJob DescriptionHave you dealt with insurance returns and refunds? Do you have experience in Medical Billing, specifically in claims, denials, and appeals? Our client, a national medical supply company in Glen Allen, is now hiring Medical Claims Returns Associates! Position: Medical Claims Returns AssociateLocation: Glen Allen, VACompensation:...

  • Accounting Clerk

    6 days ago


    Glen Allen, United States Vaco Full time

    Vaco Richmond is recruiting for an Accounting Clerk that has some previous experience with handling the day-to-day transactional Accounts Payable and or Accounts Receivable duties in a corporate setting.This individual must be local to the Richmond, VA region.Duties:Process vendor invoices electronically as well as maintain vendor and customer...


  • Glen Allen, United States Vaco Full time

    Job DescriptionVaco Richmond is recruiting for an Accounts Payable Specialist. This individual will have the opportunity to work in a collaborative and team oriented environment. The ideal candidate will have 1-2 years of full-cycle AP experience or a recent degree in Accounting or a related field of study.Responsibilities:Process vendor invoices, ensuring...


  • Glen Allen, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH Recruitment Solutions is searching for a Loan Settlement Associate, for a contract opportunity, working in an office for a company in the Westend of Richmond, Virginia. Duties include reviewing loan settlements to ensure disbursement information received, key loan disbursements, verify amounts, resolve discrepancies, monitor...


  • Glen Allen, United States Vaco Full time

    Job DescriptionVaco Richmond is recruiting for an Accounts Payable Specialist. This individual will have the opportunity to work in a collaborative and team oriented environment.Responsibilities:Process vendor invoices, ensuring accuracy and timely entry into the accounting system.Maintain vendor and customer accounts, ensuring all records are...

  • Account Executive

    5 hours ago


    Glen Allen, United States Summit Consulting Full time

    Underwriter/Account Executive - Fidelity and CrimeBe Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group‘s member companies are subsidiaries of American Financial Group. We combine a ‘small company‘ culture where your ideas will be heard with ‘big company‘ expertise to help you...


  • Glen Allen, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 503368 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...


  • Glen Allen, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 503368 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...


  • Glen Allen, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 503368 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...


  • Glen Allen, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) -- Richmond, VA Location: Virginia Work Type: Full Time Regular Job No: 503368 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open...


  • Glen Allen, Virginia, United States Keiter Stephens Hurst Gary & Shreaves PC Full time

    About UsKeiter Stephens Hurst Gary & Shreaves PC is a dynamic and innovative public accounting firm based in Richmond, Virginia. We are dedicated to providing exceptional service to our clients, fostering a collaborative work environment, and promoting professional growth and development among our employees. As an Audit Associate, you will have the...


  • Glen Allen, United States Cary Street Partners Full time

    Client Service AssociateSummary of ExpectationsThe Client Service Associate (Registered Client Service Associate if licensed) provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to...

  • Accountant

    1 month ago


    Glen Allen, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionExciting Opportunity: Accountant with Successful Richmond Company!Join a highly successful Richmond organization as an Accountant! We are assisting our long-time client with this search. This is a fantastic opportunity for growth and career advancement in a dynamic and supportive environment.Why You'll Love This...

  • Operations Associate

    3 weeks ago


    Glen Allen, United States Atlantic Union Bank Full time

    Description**This role will handle Commercial Loan Maintenance, SWAPs, and Participations/Syndications**This position requires an intermediate to advanced understanding of loan products and foundational loan industry experience. The Loan Operations Associate II supports our customers‘ loan servicing needs and contributes to the development and improvement...