Employee Benefits Sr. Account Representative

USI Insurance Services • Cleveland, OH

252d

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 such as booklets, contracts, and SPDs, and assist Account Managers with the preparation of materials for client meetings and renewals. Additionally, the representative will manage compliance documents, assist with enrollment and billing issues, and maintain accurate client and team information in agency management systems. The role also includes gathering renewal information and preparing draft client communication materials.

Requirements

• Must currently hold life, health, and disability insurance license.
• Experience in insurance support required.
• Prior customer service experience a plus.
• 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 ERISA, COBRA, FMLA, 5500s and Health Care Reform.

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 (e.g. guides, brainsharks, education PPT).

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