General Description :
Assist Account Managers in the service and retention of clients.
Responsibilities :
- Assist Account Managers with development of employee benefit summary drafts for clients. Includes annual renewal changes, enrollment procedures, miscellaneous benefit changes and / or clarifications.
- Fulfill request for supplies from clients and for preparation of open enrollment communications.
- Request census data from clients and gather general client information from identified carriers.
- Track receipt of ID cards, booklets, and contracts.
- Request contract changes and / or plan amendments as needed.
- Verify accuracy of client plan documents.
- Prepare the account managers for employee meetings.
- General administrative support for the team.
- Develop client / carrier contact sheets.
- Maintain accurate client and team information in agency management system.
- Maintain client documents in ImageRight and share drive.
- Ensure accurate and timely response to all outstanding issues.
- Respond to requests from all partners by stated timeframes.
Knowledge, Skills and Abilities
- Comfortable with internet-based programs and Microsoft Office products.
- Detail oriented and prioritizes accuracy.
- Ability to work in a team environment.
- Eager to learn new concepts and further professional development.
- Open to feedback and coaching.
- Establish effective working relationships with internal partners, clients and carriers.
LI-AM2
Why USI?
With more than $2.5 billion in revenue and over 10,000 associates across 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.
We invite you to learn more about what makes USI an exceptional place to work!
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the, 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 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 to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning diversity, equity, and inclusion program educated 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 for six consecutive years (2018-2023).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
- Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
- Visit our for a complete list of 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 12 paid holidays .
This is a Paid Time Off / Paid Sick Leave eligible position. 18 days per year.
This is a bonus eligible position with a target incentive of 5%.
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