Employee Benefits Associate Account Rep - Career Development Program
USI Insurance Services
Start Date: January 6, 2025
General Description: The Employee Benefits Account Representative Career Development Program provides in-depth training to prepare associates for client-facing and customer-oriented roles. Throughout the training program, associates join a mentorship business group, led by industry experts, to further develop skills while increasing role-specific levels of responsibility. The program also offers organized activities for participants to meet senior executives and network with team members across business lines, as well as opportunities to get involved through our USI Gives Back campaign, where each of the company’s more than 200 offices volunteer in local community service.
What You’ll LearnYou will be immersed in the fundamentals of employee benefit consulting including:• 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 achieved between Spring ‘24 and Spring ‘25• 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.
General Description: The Employee Benefits Account Representative Career Development Program provides in-depth training to prepare associates for client-facing and customer-oriented roles. Throughout the training program, associates join a mentorship business group, led by industry experts, to further develop skills while increasing role-specific levels of responsibility. The program also offers organized activities for participants to meet senior executives and network with team members across business lines, as well as opportunities to get involved through our USI Gives Back campaign, where each of the company’s more than 200 offices volunteer in local community service.
What You’ll LearnYou will be immersed in the fundamentals of employee benefit consulting including:• 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 achieved between Spring ‘24 and Spring ‘25• 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.
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