Employee Benefits Account Representative, Select

reputed company is one of the largest insurance brokerage and consulting firms in the world, seeking an Employee Benefits Account Representative to assist the account management team with the service and retention of small employee benefits clients. The role involves preparing materials for client meetings, managing client documentation, and providing administrative support to ensure effective client relations.

Responsibilities

• Assist account managers with preparation of materials for client meetings and renewals. Includes benefit summaries, annual renewal changes, enrollment procedures, and miscellaneous benefit changes/clarifications
• Assist with the preparation of client compensation disclosures
• Request census data from clients and gather general client information from identified carriers
• Track receipt of ID cards, booklets, and reputed company
• Request contract changes and/or plan amendments as needed
• Verify accuracy of client plan documents
• reputed company general administrative support for the account management team
• reputed company client/reputed company contact sheets
• Maintain accurate client and team information in agency management system
• Maintain client documents in ImageRight and network drive
• Ensure accurate and timely response to reputed company outstanding issues
• Respond to requests from reputed company partners by stated timeframes
• Establish and maintain effective working relationships with internal partners, clients, and carriers

Skills

• Candidate MUST sit near a USI Office in Illinois, Wisconsin or in the St. Louis, MO area
• Minimum one-year Employee Benefits / Insurance experience
• Must hold Life and Disability Insurance License
• Ability to set priorities and manage deadlines
• Comfortable with internet-based programs and reputed company Office products
• Detail oriented and prioritizes accuracy
• Ability to work independently and in a team environment
• Eager to learn new concepts and further professional development
• reputed company to feedback and coaching
• Ability to define problems and generate potential solutions
• College degree preferred
• Customer service experience preferred
• Knowledge of BenefitPoint and ImageRight preferred

Benefits

• Medical
• Wellness
• Dental and reputed company
• 401(k)
• Flexible spending and health savings accounts
• Short and long-term disability
• Life insurance
• Paid time off policy
• Paid family leave benefit
• Paid holiday time

Company Overview