Employee Benefits Senior Account Representative

Requirements

Description and Requirements

General Description: Assist the Account Management team in servicing and retention of employee benefits clients. Gain exposure to account management job activities. **This position offers a hybrid schedule in which the employee works part-time in our Pittsburgh office and part-time from their home office.**

Responsibilities

• Provide internal assistance to 2-4 Employee Benefits Account Managers.
• Assist Account Management team in delivering client service and meeting client retention goals.
• 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 shared drive.
• Gather renewal information. Assemble applications and schedules for Account Management team.
• Prepare draft client communication materials. Includes guides, Brainshark’s, and education PowerPoints).
• Develop and maintain excellent relationships with internal partners, clients, and carriers.
• Keep current on industry information, technology, and trends.
• Active engagement and participation in trainings relative to the USI Career Track Program with emphasis on gaining knowledge necessary to perform Account Manager role.
• Commitment to continued Career Track Program trainings (20%) throughout the remainder of the program.

Knowledge, Skills, And Abilities

• Successful completion of year one in the Employee Benefits Account Management Career Track Program.
• Bachelor’s degree required.
• Must hold a state Health, Life & Disability insurance license.
• Expected to be knowledgeable on all compliance topics. Includes ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Ability to work in a team environment and 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.
• Comfortable with internet-based programs and Microsoft office products.
• Open to feedback and coaching.

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 .