USI Insurance Services · 7 hours ago
Employee Benefits Associate Account Rep - Career Development Program
USI Insurance Services is offering a Career Development Program for Employee Benefits Account Representatives, which provides extensive training for client-facing roles. Participants will gain hands-on experience in account management and employee benefit consulting while networking with industry experts and senior executives.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Assist in all aspects of account management including:
Day-to-day 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
Required
Bachelor's degree
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
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
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Recent News
USI Insurance Services
2025-10-25
2025-10-21
Company data provided by crunchbase