Benefits Account Representative Career Development Program Associate

6 days ago


Concord, California, United States USI Holdings Corporation Full time
Employee Benefits Account Representative Career

The Employee Benefits Account Representative Career Development Program is a comprehensive training initiative designed to equip associates with the skills and knowledge necessary to excel in client-facing roles. As part of this program, you will join a mentorship business group led by industry experts, which will help you develop role-specific skills while taking on increased responsibility.

This career development program offers numerous opportunities for growth and development, including:

  • In-depth training sessions focused on the fundamentals of employee benefit consulting, including the USI ONE Advantage processes and best practices.
  • A structured learning path that includes hands-on work experience, allowing you to apply theoretical knowledge in real-world settings.
  • Ongoing support and guidance from experienced professionals, ensuring you stay on track and meet your goals.

As an Employee Benefits Account Representative, your primary responsibilities will include:

Key Responsibilities:
  • Assisting in all aspects of account management, including day-to-day management across various business segment clients.
  • Coordinating receipt of employee ID cards, client coverage booklets, and contracts to fulfill client service needs.
  • Gathering client census data to assist with the renewal process.
  • Conducting insurance contract reviews and verifying accuracy of client plan documents.
  • Providing resolution support for enrollment, premium bill, and escalated claim issues.
  • Coordinating applications/forms used to implement insurance products.
  • Preparing communication materials needed for client meetings, including benefit summaries and guides.

To succeed in this role, you will need to possess:

Ideal Candidate Qualifications:
  • A Bachelor's degree.
  • Strong organizational, multi-tasking, and prioritizing skills.
  • Excellent verbal, written, and interpersonal communication skills.
  • Ability to work effectively in a team environment and take on a high level of responsibility.
  • Problem-solving and critical thinking skills.
  • Proficiency in Microsoft Office suite, including Excel, Word, and PowerPoint.

We offer a competitive salary range of $65,000, as well as a wide range of benefits, including medical, wellness, dental, and vision coverage, 401(k), flexible spending accounts, short- and long-term disability insurance, life insurance, and more.



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