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Employee Benefits Account Representative
4 weeks ago
At USI Holdings Corporation, we are seeking a highly skilled and detail-oriented Employee Benefits Account Representative to join our team. As an Employee Benefits Account Representative, you will play a critical role in assisting Account Managers in the service and retention of clients.
Responsibilities:- Assist Account Managers with the development of employee benefit summary drafts for clients, including annual renewal changes, enrollment procedures, and miscellaneous benefit changes.
- Fulfill requests for supplies from clients and prepare open enrollment communications.
- Request census data from clients and gather general client information from identified carriers.
- Track receipt of ID cards, booklets, and contracts.
- Request contract changes and/or plan amendments as needed.
- Verify the accuracy of client plan documents.
- Prepare Account Managers for employee meetings.
- Provide general administrative support for the team.
- Develop client/carrier contact sheets.
- Maintain accurate client and team information in the agency management system.
- Maintain client documents in ImageRight and share drive.
- Ensure timely and accurate responses to all outstanding issues.
- Respond to requests from all partners within stated timeframes.
- Comfortable with internet-based programs and Microsoft Office products.
- Detail-oriented and prioritizes accuracy.
- Ability to work in a team environment.
- Eager to learn new concepts and further professional development.
- Open to feedback and coaching.
- Establish effective working relationships with internal partners, clients, and carriers.
As one of the largest insurance brokerage and consulting firms in the world, USI Holdings Corporation offers a dynamic and supportive work environment. Our company 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.
We are committed to a diverse, equitable, and inclusive workplace and have been recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years. We invite you to learn more about what makes USI Holdings Corporation an exceptional place to work.
