Senior Employee Benefits Account Specialist

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

Job summary

USI is seeking an Account Management Support professional to assist with service and retention of small employee benefits clients in Huntington, WV. You will prepare materials for client meetings and renewals, gather census data, and coordinate communications with carriers and clients.

Requirements include 1–3 years in employee benefits, a college degree preferred, and a Life/Disability license within 90 days. The role offers a competitive salary range and bonus eligibility.

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.
• Ability to set priorities and manage deadlines.
• Comfortable with internet-based programs and Microsoft Office products.
• Detail oriented and prioritizes accuracy.
• Ability to work in a fast-paced environment.
• Ability to work independently and in a team environment.
• Eager to learn new concepts and further professional development.
• Open to feedback and coaching.
• Ability to define problems and generate potential solutions.

Responsibilities

• Assist account managers with preparation of materials for client meetings and renewals.
• Prepare 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; act as primary contact between clients and insurance carriers with support from a senior team member.
• Respond to requests for information, documents, and employee benefits insurance inquiries.
• Coordinate and manage client communications via email, phone, and virtual meetings with support from a senior team member.
• Verify accuracy of client plan documents.
• Provide general administrative support for the account management team.
• Introduce clients to USI value-add services where appropriate.
• Maintain client documents in BenefitPoint, ImageRight and network drive.
• Ensure accurate and timely response to all outstanding issues.
• Respond to requests from all partners by stated timeframes.
• Establish and maintain effective working relationships with internal partners, clients, and carriers.

Skills

Customer service

Employee benefits knowledge

Independent work

Detail oriented

Team collaboration

Proactive communication

Feedback oriented

Problem solving

Education

College degree preferred

Tools

BenefitPoint

ImageRight

Job description

USI is seeking an Account Management Support professional to assist with service and retention of small employee benefits clients in Huntington, WV. You will prepare materials for client meetings and renewals, gather census data, and coordinate communications with carriers and clients.

Requirements include 1–3 years in employee benefits, a college degree preferred, and a Life/Disability license within 90 days. The role offers a competitive salary range and bonus eligibility.