An Account Representative manages existing customer accounts to ensure sales retention and growth. Develops and maintains communication with clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
Description and Requirements General Description :
Assist account management team with the service and retention of small employee benefits clients.
Responsibilities:
Assist account managers with preparation of materials for client meetings and renewals. Includes benefit summaries, annual renewal changes, enrollment procedures, and miscellaneous benefit changes/clarifications. Assist with the preparation of client compensation disclosures. Request census data from clients and gather general client information from identified carriers. Provide proactive, personalized support to a small list of assigned clients. Act as primary contact between clients and insurance carriers with support from a senior member of the service team. Respond to requests for information, documents, and employee benefits insurance inquiries. Coordinate and manage client communications via email, phone, and virtual online meetings with support from a senior member of the service team. Verify accuracy of client plan documents. Provide general administrative support for the account management team. Introduce clients to USI value-add services where appropriate. Maintain client documents in BenefitPoint, ImageRight and network drive. Ensure accurate and timely response to all outstanding issues. Respond to requests from all partners by stated timeframes. Establish and maintain effective working relationships with internal partners, clients, and carriers. Knowledge, Skills and Abilities 1-3 years of experience in employee benefits industry or related marketplace. College degree preferred. Customer service experience preferred. Must hold or be willing to earn life and disability insurance license within the first 90 days of employment. Knowledge of BenefitPoint and ImageRight 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 in a fast-paced environment. 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. #LI-CG1 #LI-Hybrid Why USI? 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. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact. Industry-Leading Programs, Rewards, and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future. Committed to a Diverse and Inclusive Workplace Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community 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 (2018-2025). Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025). Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). Certified as a Great Place To Work two years in a row (2024-2025). Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions! USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time . Salary Range $65,000- $75,000. This is a bonus eligible position with a target incentive of 5%.
