Employee Benefits Associate Account Rep
1 week ago
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: $65,000
Job ID:
29092
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