What are the responsibilities and job description for the Employee Benefits Associate Account Rep - Career Development Program position at USI Holdings Corporation?
What You’ll Learn
- The USI ONE Advantage® processes and best practices, a key differentiator between us and other brokerages.
Program Overview: The Employee Benefits Career Track Program provides over 1,300 hours of formalized training sessions and practical hands-on work experience.
- Training: Hands On
- Months 1-3: 100% training
- Months 4-6: 50% training; 50% fieldwork
- Months 7-18: 20% training; 80% fieldwork
- Networking and relationship-building skills
You will 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.
Ideal Candidate Qualifications:
- 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.
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: $65,000/year
Eligible for up to 5% bonus at completion of the 18-month program
Applications accepted through: 11/3/2025
Salary : $65,000