Employee Benefits Senior Account Representative

USI Insurance Services • Falls Church, VA

211d

About The Position

The Employee Benefits Senior Account Representative will assist the Account Management team in servicing and retaining accounts. This role involves providing internal assistance to Account Managers, handling product implementation paperwork with carriers, and coordinating updates. The representative will track client plan documents, assist with client meetings and renewals, manage compliance documents, and maintain accurate client information in agency management systems. The position also requires gathering renewal information and preparing draft client communication materials while staying current on industry information and trends.

Requirements

• Prior customer service experience and insurance industry knowledge preferred, but not required.
• High School Graduate, 4-year college degree preferred.
• Must currently hold or be willing to earn a life and disability insurance license.
• 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.
• Ability to establish effective working relationships with internal partners, clients, and carriers.
• Comfortable with internet-based programs as well as knowledge of Microsoft Office products.

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.
• 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 including guides, Brainshark's, and education PowerPoints.
• Keep current on industry information, technology, and trends.

Benefits

• Medical, wellness, dental and vision insurance.
• 401(k) plan.
• Flexible spending and health savings accounts.
• Short and long-term disability insurance.
• Life insurance.
• Generous paid time off policy.
• Paid family leave benefit.
• Paid holiday time.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED