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Employee Benefits/Health Insurance Sr. Account Representative

Company: USI Holdings Corporation
Location: Oak Brook
Posted on: November 26, 2022

Job Description:

*General Description*: Assists the Account Management team in servicing and retention of accounts.

*Major Responsibilities: *

* Provide internal assistance to Account Managers.
* Handle all product implementation paperwork with carriers.
* Request, review, and coordinate updates. Track client plan documents such as booklets, contracts, SPDs, etc.
* Assist Account Managers with the preparation of materials for client meetings and renewals.
* Track and manage compliance documents as needed.
* Assist with enrollment and billing issues, as needed.
* Maintain accurate client and team information in agency management systems. Maintain client documents in system and shared drive.
* Gather renewal information and assemble applications and schedules for Account Management team.
* Assist Account Management team in delivering client service and meeting client retention goals.
* Prepare draft client communication materials (e.g. guides, brainsharks, education PPT).

*Knowledge, Skills and Abilities*

* Prior customer service experience and insurance industry knowledge preferred, but not required.
* High School Graduate, 4-year college degree preferred.
* Must currently hold or be willing to earn life and disability insurance license.
* Keep informed about industry information, technology and trends.
* Develop and maintain excellent carrier relationships.
* Ability to work in a team environment.
* Ability to set priorities and manage deadlines.
* Ability to define problems and generate potential solutions.
* Eager to learn new concepts and further professional development.
* Detail oriented and prioritizes accuracy.
* Ability to carry out multiple tasks with both concrete and abstract variables.
* Establish effective working relationships with internal partners, clients, and carriers.
* Comfortable with internet-based programs as well as knowledge of Microsoft office products.
* Expected to be well versed on all compliance topics. Includi

Job Type: Full-time

Pay: From $55,000.00 per year

Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Disability insurance
* Flexible schedule
* Health insurance
* Paid time off
* Parental leave
* Tuition reimbursement
* Vision insurance
* Work from home
Contract type:
* Permanent
Supplemental pay types:
* Bonus pay
Weekly day range:
* Monday to Friday
Work setting:
* Hybrid remote

Ability to commute/relocate:
* Oak Brook, IL 60523: Reliably commute or planning to relocate before starting work (Required)

License/Certification:
* Insurance Producer License (Preferred)
* Life Insurance License (Preferred)

Work Location: Hybrid remote in Oak Brook, IL 60523%58047475%

Keywords: USI Holdings Corporation, Chicago , Employee Benefits/Health Insurance Sr. Account Representative, Other , Oak Brook, Illinois

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