EB Senior Account Representative

Overview

General Description:

Assists the Account Management team in servicing and retention of accounts.

• Provide internal assistance to Account Managers.
• Handle all product implementation paperwork with carriers.
• Request, review, and coordinate updates. Track client plan documents such as booklets, contracts, SPDs, etc.
• Assist Account Managers with the preparation of materials for client meetings and renewals.
• Track and manage compliance documents as needed.
• Assist with enrollment and billing issues, as needed.
• Maintain accurate client and team information in agency management systems. Maintain client documents in system and shared drive.
• Gather renewal information and assemble applications and schedules for Account Management team.
• Assist Account Management team in delivering client service and meeting client retention goals.
• Prepare draft client communication materials (e.g. guides, brain sharks, education PPT).

• Prior customer service experience and insurance industry knowledge preferred, but not required.
• High School Graduate, 4-year college degree preferred.
• Must currently hold or be willing to earn life and disability insurance license.
• Keep informed about industry information, technology and trends.
• Develop and maintain excellent carrier relationships.
• Ability to work in a team environment.
• Ability to set priorities and manage deadlines.
• Ability to define problems and generate potential solutions.
• Eager to learn new concepts and further professional development.
• Detail oriented and prioritizes accuracy.
• Ability to carry out multiple tasks with both concrete and abstract variables.
• Establish effective working relationships with internal partners, clients, and carriers.
• Comfortable with internet-based programs as well as knowledge of Microsoft office products.
• Expected to be well versed on all compliance topics, including ERISA, COBRA, FMLA, 5500s and Health Care Reform.

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. USI emphasizes development, and celebrates growth and success through its reward and recognition programs.

Unrivaled Resources and Support

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

Industry-Leading Programs, Rewards, and Recognition

USI offers competitive pay, incentives, and benefits, and recognizes associates through our Summit Awards program. We provide employee programs that recognize achievement and support a healthy, productive lifestyle. We offer wellness programs, college scholarships for associates’ children, and financial help in times of need.

Deep Community Engagement

USI is committed to giving back to local communities and supporting a culture of environmental sustainability. We collaborate with local non-profit organizations, animal shelters, and environmental initiatives and work with eco-conscious vendors to reduce our environmental footprint. We strive to build a better future together.

Committed to a Diverse and Inclusive Workplace

Our diversity and inclusion program educates associates to better understand and serve clients, prospects, fellow team members, and local communities through education and training resources and outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

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

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs, including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, disability, life insurance, paid time off, paid family leave, and paid holidays.