Senior Employee Benefits Account Specialist

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

Benefits offered by this job

Medical benefits

Wellness program

401(k)

Paid time off

Job summary

USI, Inc. seeks an account management assistant to service and retain small employee benefits clients in a fast-paced environment. The role supports meeting preparation, enrollment procedures, and benefit changes, while coordinating with carriers and internal teams to ensure accurate plan documents and timely responses.

You will gather census data, prepare disclosures, and introduce clients to USI value-added services, contributing to high-quality client experiences and retention.

Qualifications

• 1-3 years of experience in employee benefits or related marketplace.
• College degree preferred.
• Life and Disability insurance license within 90 days of employment.
• Knowledge of BenefitPoint and ImageRight preferred.
• Strong prioritization and deadline management.
• Customer service experience preferred.

Responsibilities

• Assist account managers with preparation of materials for client meetings and renewals, including benefit summaries, annual renewal changes, enrollment procedures, and miscellaneous benefit changes/clarifications.
• Assist with 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 insurance carriers with support from a senior team member.
• Respond to requests for information, documents, and employee benefits insurance inquiries.
• Coordinate 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 timely response to all outstanding issues and requests from partners.
• Establish and maintain relationships with internal partners, clients, and carriers.

Skills

Customer service

Employee benefits knowledge

Time management

Detail-oriented

Education

College degree preferred

Tools

BenefitPoint

ImageRight

Job description

USI, Inc. seeks an account management assistant to service and retain small employee benefits clients in a fast-paced environment. The role supports meeting preparation, enrollment procedures, and benefit changes, while coordinating with carriers and internal teams to ensure accurate plan documents and timely responses.

You will gather census data, prepare disclosures, and introduce clients to USI value-added services, contributing to high-quality client experiences and retention.