Account Representative, Select

Employee Benefits Account Representative, Select

Apply for the Employee Benefits Account Representative, Select role at USI Insurance Services.

Location: Remote; candidate must reside near a USI office in Illinois, Wisconsin, or the St. Louis, MO area.

Responsibilities:

• Assist account managers with preparation of materials for client meetings and renewals.
• Assist with preparation of client compensation disclosures.
• Request census data from clients; gather general client information from identified carriers.
• Track receipt of , booklets, and contracts.
• Request contract changes or plan amendments as needed.
• Verify accuracy of client plan documents.
• Provide general administrative support for the account management team.
• Develop client/carrier contact sheets.
• Maintain accurate client and team information in the agency management system.
• Maintain client documents in Image Right and network drive.
• Ensure accurate and timely response to all outstanding issues.
• Respond to partner requests by the stated time frames.
• Establish and maintain effective working relationships with internal partners, clients, and carriers.

Knowledge, Skills, and Abilities:

• Minimum one-year employee benefits or insurance experience.
• College degree preferred.
• Customer service experience preferred.
• Must hold Life and Disability Insurance License.
• Knowledge of Benefit Point and Image Right preferred.
• Ability to set priorities and manage deadlines.
• Comfortable with internet-based programs and Microsoft Office products.
• Detail-oriented and prioritizes accuracy.
• Ability to work independently and in a team environment.
• Eager to learn new concepts and further professional development.
• Open to feedback and coaching.
• Ability to define problems and generate potential solutions.

Salary: $50,000–$60,000. Bonus-eligible position with a target incentive of 5%.

Final date to receive applications: 2/26/2026.