Account Representative

General Description

Assist Account Managers in the service and retention of clients.

• Assist Account Managers with development of employee benefit summary drafts for clients. Includes annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
• Fulfill request for supplies from clients and for preparation of open enrollment communications.
• Request census data from clients and gather general client information from identified carriers.
• Track receipt of , booklets, and contracts.
• Request contract changes and/or plan amendments as needed.
• Verify accuracy of client plan documents.
• Prepare the account managers for employee meetings.
• General administrative support for the team.
• Maintain accurate client and team information in agency management system.
• Maintain client documents in Image Right and share drive.
• Ensure accurate and timely response to all outstanding issues.
• Respond to requests from all partners by stated time frames.

• 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.

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the
USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers
employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working
together as ONE to build a better future.

Our award-winningI’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years ).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row ).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years ).
• Certified as a Great Place To Work two years in a row ).

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.