Senior Employee Benefits Account Specialist

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

Job summary

USI is seeking an assistant to the account management team to service small employee benefits clients, helping with materials for client meetings, renewals, enrollment procedures, and benefit changes.

You will coordinate client communications, verify plan documents, support senior staff, and introduce value-added services. A 1-3 year background in employee benefits and a college degree are preferred, with licensure within 90 days.

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. Includes benefit summaries, annual renewal changes, enrollment procedures, and miscellaneous benefit changes/clarifications.
• 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. Act as primary contact between clients and insurance carriers with support from a senior member of the service team.
• Respond to requests for information, documents, and employee benefits insurance inquiries.
• Coordinate and manage client communications via email, phone, and virtual online meetings with support from a senior member of the service team.
• 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

Attention to detail

Time management

Communication

Independent & team work

Education

College degree

Tools

BenefitPoint

ImageRight

Microsoft Office

Job description

USI is seeking an assistant to the account management team to service small employee benefits clients, helping with materials for client meetings, renewals, enrollment procedures, and benefit changes.

You will coordinate client communications, verify plan documents, support senior staff, and introduce value-added services. A 1-3 year background in employee benefits and a college degree are preferred, with licensure within 90 days.