Employee Benefits Account Representative

Usi, Inc.; Falls Church (VA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Wellness program

College scholarships for associates' (

Financial help in times of need

Job summary

USI, Inc. in Falls Church, VA, seeks an EB Account Representative to support Account Managers in servicing and retaining employee benefits clients.

This role emphasizes teamwork, attention to detail, and a commitment to learning and growing in employee benefits. You will assist with renewals, enrollments, plan changes, and client communications, coordinate routine requests, and maintain accurate carrier and plan information in our systems.

Qualifications

• Entry-level candidates welcome; college degree or customer service experience preferred.
• Willingness to obtain Life and Disability insurance license.
• Proficient with MS Office; familiarity with BenefitPoint and ImageRight is a plus.

Responsibilities

• Proactively assist with service tasks related to the EB service calendar.
• Support Account Managers in preparing employee benefit materials, including renewals and enrollments.
• Coordinate routine client requests and carrier information.
• Review and process benefit-related materials for accuracy.
• Assist with client meeting preparation.
• Maintain client, carrier, and plan information in agency systems.

Skills

Microsoft Office

Customer service

Attention to detail

Team player

Multitasking

Education

Bachelor's degree preferred

Tools

BenefitPoint

ImageRight

Job description

The EB Account Representative plays a key role in supporting Account Managers to service and retain employee benefits clients. This position is ideal for someone who enjoys working collaboratively, is detail-oriented, and is motivated to learn and grow within the employee benefits field.

What You'll Do:

• Proactively assist with service tasks related to the EB service calendar.
• Support Account Managers in preparing employee benefit materials, including renewals, enrollment communications, and plan changes.
• Coordinate routine client requests, such as providing supplies, census data, and carrier information.
• Review, track, and process benefit-related materials like booklets, contracts, and plan amendments for accuracy.
• Assist with preparation for client meetings.
• Provide general administrative support to the team.
• Maintain accurate client, carrier, and plan information in agency management systems, ImageRight, and shared drives.
• Respond to internal and external requests and follow up on outstanding items within established timeframes.

What We're Looking For:

• Entry-level candidates are welcome; a college degree or customer service experience is preferred.
• Proficiency with Microsoft Office and internet-based applications; familiarity with BenefitPoint and ImageRight is a plus.
• Willingness to obtain a Life and Disability insurance license and a strong motivation to learn and develop professionally.
• Ability to manage multiple priorities, complete assigned tasks, and meet deadlines.
• Strong attention to detail and accuracy.
• Team player who can follow instructions and apply feedback.
• Excellent interpersonal skills to build effective working relationships with internal partners, clients, and carriers.

Why USI?

With approximately $3 billion in revenue and over 10,500 associates across approximately 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.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage® , 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 employee programs 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 together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

Our award-winning I’m With U diversity and inclusion program educates 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 eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

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 paid holiday time .