Account Development Specialist

6 days ago


Irvine, California, United States USI Holdings Corporation Full time
Unlock Your Potential in Employee Benefits Consulting

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 Role

This 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.
About the Career Track Program

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:

  1. Morning 1-3: 100% training
  2. Morning 4-6: 50% training; 50% fieldwork
  3. Morning 7-18: 20% training; 80% fieldwork
Ideal Candidate Qualifications
  • 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
About USI

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.



  • Irvine, California, United States Apria Full time

    Owens & Minor is a leading healthcare company that provides innovative products and solutions across the continuum of care. We are seeking an experienced Operational Account Liaison Specialist to join our team in this role.As an Operational Account Liaison Specialist, you will be responsible for maintaining positive relationships with assigned providers,...


  • Irvine, California, United States Women in the Housing & Real Estate Ecosystem Full time

    We are seeking a highly skilled Senior Accounting Specialist to join our team at Women in the Housing & Real Estate Ecosystem. This is an exciting opportunity for someone with expertise in QuickBooks and Excel to make a meaningful impact.As a Senior Accounting Specialist, you will be responsible for managing payment processing, outreach for payment renewals,...


  • Irvine, California, United States Jerry T Lai, CPA, MBA, An Accountancy Corporation Full time

    Job DescriptionWe are seeking a detail-oriented and deadline-driven Accounting Specialist to join our team. This role is ideal for individuals with experience in public accounting and a strong understanding of Generally Accepted Accounting Principles (GAAP).Prepare and examine financial records, statements, and reports to ensure accuracy and...


  • Irvine, California, United States AppleOne Full time

    Job Title: Accounts SpecialistWe are seeking a highly skilled and detail-oriented Accounts Specialist to join our finance team. This role will primarily focus on managing the accounts receivable process, as well as tasks related to accounts payable, general ledger maintenance, and payroll processing.


  • Irvine, California, United States PrideStaff Full time

    **Job Opportunity at PrideStaff**We are seeking a skilled CORPORATE ACCOUNTING SPECIALIST to join our team in Irvine, CA.The ideal candidate will possess strong accounting knowledge and excellent QuickBooks skills. As a corporate accountant, you will be responsible for performing various accounting duties, including bank reconciliations, journal entries, and...


  • Irvine, California, United States Advantex Full time

    Job OverviewWe are seeking a highly skilled Lead Accounting Specialist to join our team at Advantex, a leading entertainment company based in Irvine, CA.The estimated salary for this role is $110,000 - $120,000 per year, depending on experience.Job ResponsibilitiesThis position involves overseeing essential accounting functions, including general ledger...


  • Irvine, California, United States SEB Professional Full time

    Accounts Receivable Specialist OpportunityWe are seeking a detail-oriented Accounts Receivable Specialist to join our finance team in Irvine, CA. As a key member of our accounting department, you will be responsible for the timely collection and reconciliation of incoming payments, ensuring the financial health and cash flow of our organization.This role is...


  • Irvine, California, United States Yoh, A Day & Zimmermann Company Full time

    Job OverviewWe are seeking a skilled Electronics Development Specialist to join our dynamic engineering team in Irvine, CA.


  • Irvine, California, United States SEB Professional Full time

    Job Title:Accounts Receivable SpecialistJob Summary:We are seeking a dedicated and detail-oriented Accounts Receivable Specialist to join our dynamic finance team at SEB Professional. This essential role is responsible for the accurate processing and reconciliation of incoming payments, maintaining the financial health and cash flow of our organization.Key...


  • Irvine, California, United States KCG Full time

    Job OverviewKCG is a recruiting firm seeking an experienced Accounts Receivable Specialist to join their team. The ideal candidate will have a strong background in credit collections, with excellent communication and negotiation skills.


  • Irvine, California, United States AppleOne Full time

    Job SummaryAs a Talent Development Specialist at AppleOne, you will play a crucial role in supporting job seekers and employers alike. Your primary responsibility will be to assist individuals in navigating the hiring process, providing guidance on job search strategies, and connecting them with employers.Key ResponsibilitiesAdvise and monitor customer...


  • Irvine, California, United States AppleOne Full time

    Job OverviewWe are seeking a skilled Recruitment and Business Development Specialist to join our team at AppleOne. In this role, you will be responsible for developing and maintaining a book of clients that utilize our staffing services.Estimated SalaryThe estimated annual salary for this position is $75,000 - $110,000, plus commission.Job DescriptionAs a...


  • Irvine, California, United States Pyramid Consulting Full time

    Job SummaryWe are seeking an experienced Accounts Payable Specialist to join our team in Irvine, CA. This contract opportunity is ideal for individuals looking to gain experience and skills in accounts payable while working with a leading construction industry client.About the RoleThis is a 03+ months contract position with long-term potential. The...


  • Irvine, California, United States OluKai-Kaenon-melin-Roark Full time

    Job OverviewWe are seeking a highly skilled Senior Accounts Receivable Specialist to join our Finance team at Archipelago Companies, a portfolio of consumer lifestyle brands.CompensationThe hourly rate for this position is estimated at $30.00 per hour, based on the experience that you bring to the position, with the potential to earn up to $34.00 per...


  • Irvine, California, United States Tillys Full time

    We are a leading specialty retailer of casual apparel, footwear and accessories for young men, young women, boys and girls with an extensive assortment of iconic global, emerging, and proprietary brands rooted in an active and social lifestyle. Our Retail Support Center is based out of sunny Southern California, where our corporate offices support our retail...


  • Irvine, California, United States iHerb Inc. Full time

    About the RoleWe are seeking a skilled Product Development Associate to join our team at iHerb Inc. This is a key role in product development and project management functions, requiring strong technical support skills.Job SummaryThe Product Development Associate will work under general supervision of the Manager of Product Development, providing technical...


  • Irvine, California, United States Ivymax San Marino Corp Full time

    At Ivymax San Marino Corp, we are seeking a detail-oriented and motivated Staff Accountant to join our accounting department. With this role, you will have the opportunity to support various accounting functions, ensuring accurate financial records and timely completion of monthly and yearly reports.


  • Irvine, California, United States Kinetic Personnel Group Full time

    Company OverviewKinetic Personnel Group has partnered with a thriving construction company.Job SummaryWe are seeking an experienced Construction Accountant with a strong background in AIA billing forms and Sage 100 software. The ideal candidate will have extensive knowledge of construction accounting practices, including job costing, billing, and contract...


  • Irvine, California, United States GLOVIS America, Inc. Full time

    Job OverviewGLOVIS America, Inc. is a leading third-party logistics provider headquartered in Irvine, CA. As a trusted partner for automotive, freight forwarding, parts distribution, used car, and fuel industries, we strive to deliver exceptional service to our customers and vendors.The Analyst - Operations Administration position at GLOVIS America is...


  • Irvine, California, United States Jobot Full time

    About the RoleWe are seeking a highly skilled Commercial Lines Account Manager to join our team. This individual will be responsible for managing and servicing a portfolio of commercial insurance accounts, ensuring client satisfaction, retaining existing business, and promoting growth opportunities within assigned accounts.Key ResponsibilitiesClient...