Benefits Account Advisor - Client Retention & Support

Usi, Inc.; Norfolk (VA); On-site; USD 60,000 - 70,000; Full time

Job summary

USI, Inc. seeks a details-oriented professional to assist the account management team in servicing small employee benefits clients in Norfolk, VA. You will prepare materials for client meetings, manage renewals, and handle disclosures and census data requests.

This role emphasizes proactive client service, coordination with carriers, and maintaining accurate client documents within BenefitPoint and ImageRight, with opportunities to grow in a collaborative, fast-paced environment.

Qualifications

• Experience in employee benefits industry or related marketplace.
• Must obtain Life and Disability license within 90 days of employment.
• College degree preferred.
• Strong customer service skills required.
• Familiarity with BenefitPoint and ImageRight preferred.
• Ability to manage deadlines and set priorities.
• Proficient with internet-based programs and MS Office.
• Detail oriented with accuracy.
• Ability to work in a fast-paced environment.
• Capable of independent and collaborative work.

Responsibilities

• Assist account managers with materials for client meetings and renewals (benefit summaries, renewal changes, enrollment procedures).
• Assist with preparation of client compensation disclosures.
• Request census data from clients and gather carrier information.
• Provide proactive, personalized support to assigned clients and liaise with insurance carriers.
• Respond to information requests, documents, and inquiries about employee benefits.
• Coordinate client communications via email, phone, and virtual meetings with support from senior staff.
• Verify accuracy of client plan documents.
• Provide general administrative support for the account management team.
• Introduce clients to USI value-add services when appropriate.
• Maintain client documents in BenefitPoint, ImageRight and network drive.
• Ensure timely responses to outstanding issues and requests from all partners.
• Establish and maintain relationships with internal partners, clients, and carriers.

Skills

Benefits industry experience

Customer service

Prioritization

MS Office proficiency

Attention to detail

Problem solving

Willing to learn

Teamwork

Independent work

Able to work under pressure

Education

College degree

Tools

BenefitPoint

ImageRight

Job description

USI, Inc. seeks a details-oriented professional to assist the account management team in servicing small employee benefits clients in Norfolk, VA. You will prepare materials for client meetings, manage renewals, and handle disclosures and census data requests.

This role emphasizes proactive client service, coordination with carriers, and maintaining accurate client documents within BenefitPoint and ImageRight, with opportunities to grow in a collaborative, fast-paced environment.