USI Insurance Services · 1 day ago
Employee Benefits Senior Account Representative - Orlando, FL
Orlando, FL
Full-time
Onsite
Mid LevelUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, committed to providing exceptional service and support. The Employee Benefits Senior Account Representative will assist the Account Management team in servicing and retaining accounts, ensuring compliance and managing client documentation effectively.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
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, brainsharks, education PPT)
Qualification
Required
High School Graduate
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, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform
Preferred
Prior customer service experience and insurance industry knowledge preferred, but not required
4-year college degree preferred
Benefits
Competitive pay
Incentives
Benefits
Employee programs
Wellness program
College scholarships for associates' children
Financial help in times of need
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
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.
Founded in 1994
10001+ employees
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
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
Company data provided by crunchbase