Account Development Specialist
6 days ago
As an Account Development Specialist at USI Holdings Corporation, you will be immersed in the fundamentals of employee benefit consulting. This role provides a unique opportunity to develop your skills and take on a high level of responsibility.
About the RoleThis is a challenging yet rewarding career development program that prepares associates for client-facing and customer-oriented roles. You will join a mentorship business group, led by industry experts, to further develop your skills and increase your role-specific levels of responsibility.
Key Responsibilities- Assist in all aspects of account management, including day-to-day account management across a mixture of business segment clients.
- Gather client census data to assist with the renewal process and conduct insurance contract reviews to verify accuracy of client plan documents.
- Provide resolution support for enrollment, premium bill, and escalated claim issues, as well as coordinate applications/forms used to implement insurance products.
- Prepare communication materials needed for client meetings, including benefit summaries and guides, mobile application setup, recorded PowerPoint presentations, and more.
The Employee Benefits Career Track Program provides over 1,300 hours of formalized training sessions and practical hands-on work experience. The program is divided into three phases:
- Morning 1-3: 100% training
- Morning 4-6: 50% training; 50% fieldwork
- Morning 7-18: 20% training; 80% fieldwork
- Bachelor's degree achieved between Spring '24 and Spring '25
- Strong organizational, multi-tasking, and prioritizing skills
- High attention to detail and accuracy skills
- 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 Holdings Corporation 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.
We also offer a generous paid time off policy, paid family leave benefit as well as paid holiday time. Our estimated salary for this role is $65,000 annually.
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