Employee Benefits Account Representative - July 2026 Career Development Program jobs in United States
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USI Insurance Services · 2 weeks ago

Employee Benefits Account Representative - July 2026 Career Development Program

USI Insurance Services is offering a Career Development Program for the role of Employee Benefits Account Representative, which provides extensive training for associates in client-facing and customer-oriented roles. The program includes mentorship, structured training sessions, and hands-on experience in employee benefit consulting and account management.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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Growth Opportunities

Responsibilities

Assist in all aspects of account management across a mixture of business segment clients
Participate in fulfilling client services needs such as coordinating receipt of employee ID cards, client coverage booklets, and contracts
Gather client census data to assist with the renewal process
Conduct insurance contract reviews and verify accuracy of client plan documents
Provide resolution support for enrollment, premium bill, and escalated claim issues
Coordinate applications/forms used to implement insurance products
Prepare communication materials needed for client meetings. Includes benefit summaries and guides, mobile application setup, recorded PowerPoint presentations, and more
Attend internal and external client strategy meetings

Qualification

Employee benefit consultingAccount managementMicrosoft Office proficiencyOrganizational skillsTime managementCommunication skillsProblem solvingCritical thinkingTeamworkAttention to detail

Required

Bachelor's degree achieved between Spring '25 and Spring '26
Strong organizational, multi-tasking, and prioritizing skills
Strong time management skills and ability to meet deadlines
High attention to detail and accuracy skills
Ability to follow policies, procedures, and regulations
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively, as well as independently, in a team environment
Problem solving and critical thinking skills
Ability to take on a high level of responsibility, initiative, and accountability
Proficiency in Microsoft Office suite, including Excel, Word, and PowerPoint

Benefits

Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Other unique employer-sponsored and voluntary programs
Generous paid time off policy
Paid family leave benefit
Paid holiday time

Company

USI Insurance Services

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USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.

Funding

Current Stage
Late Stage
Total Funding
$1B
Key Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired

Leadership Team

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Stew Gibson
Senior Vice President and Chief Information Officer
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Dave Petno
Vice President, Employee Benefits Consultant
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Company data provided by crunchbase