Employee Benefits Account Specialist - Renewals & Support

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

Benefits offered by this job

Paid time off

Health benefits

Job summary

USI, Inc. is seeking a detail-oriented associate to assist the account management team in servicing small employee benefits clients in Morgantown, WV.

You will help prepare materials for client meetings, renewals, and disclosures and serve as a responsive contact between clients and carriers with guidance from senior team members. The role emphasizes accuracy, timely responses, and strong collaboration in a fast-paced environment.

Qualifications

• 1-3 years of experience in employee benefits industry or related marketplace.
• College degree preferred.
• Customer service experience preferred.
• Must hold Life and Disability insurance license within the first 90 days of employment.
• Knowledge of BenefitPoint and ImageRight preferred.

Responsibilities

• Assist account managers with preparation of materials for client meetings and renewals.
• Assist with the preparation of client compensation disclosures.
• Request census data from clients and gather general client information from identified carriers.
• Provide proactive, personalized support to a small list of assigned clients and act as primary contact between clients and carriers.
• Coordinate and manage client communications via email, phone, and virtual meetings.

Skills

Customer service

Deadline management

Team collaboration

Education

College degree preferred

Tools

BenefitPoint

ImageRight

Job description

USI, Inc. is seeking a detail-oriented associate to assist the account management team in servicing small employee benefits clients in Morgantown, WV.

You will help prepare materials for client meetings, renewals, and disclosures and serve as a responsive contact between clients and carriers with guidance from senior team members. The role emphasizes accuracy, timely responses, and strong collaboration in a fast-paced environment.