USI Insurance Services
Employee Benefits Account Representative, Select
USI Insurance Services, Oak Brook, Illinois, United States, 60523
Employee Benefits Account Representative, Select
This remote role requires the candidate to reside near a USI office in Illinois, Wisconsin, or the St. Louis, MO area.
General Description:
Assist the account management team with the service and retention of small employee benefits clients.
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 the preparation of client compensation disclosures.
Request census data from clients and gather general client information from identified carriers.
Track receipt of ID cards, booklets, and contracts.
Request contract changes and/or plan amendments as needed.
Verify accuracy of client plan documents.
Provide general administrative support for the account management team.
Develop client/carrier contact sheets.
Maintain accurate client and team information in the agency management system.
Maintain client documents in ImageRight and on the 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.
Knowledge, Skills, and Abilities
Minimum one‑year employee benefits/insurance experience.
College degree preferred.
Customer service experience preferred.
Must hold a Life and Disability Insurance License.
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 prioritises accuracy.
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.
Why USI? With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We have created a dynamic personal and professional development culture, investing heavily in our associates and celebrating their growth through unique employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® is a value proposition that delivers robust risk management and benefit solutions with bottom‑line financial impact. USI ONE® combines Omni, Network, Enterprise—the three key elements that set USI apart.
Industry‑Leading Programs, Rewards, and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through the Summit Awards program and offers employee programs that promote health, wellness, scholarships, and financial help.
Deep Community Engagement USI is committed to giving back to local communities and supporting environmental sustainability, partnering with eco‑conscious vendors and reducing our own footprint.
Committed to a Diverse and Inclusive Workplace Our “I’m With U” diversity and inclusion program educates associates and supports a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018‑2025).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020‑2025).
Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024‑2025).
Certified as a Great Place To Work two years in a row (2024‑2025).
USI offers a full suite of competitive benefits, including medical, wellness, dental, vision, 401(k), flexible spending, health savings accounts, short and long‑term disability, life insurance, and other employer‑sponsored programs.
Salary Range:
$50,000–$60,000. This bonus‑eligible position has a target incentive of 5%.
Application Deadline:
2/26/2026
Seniority Level Entry level
Employment Type Full‑time
Job Function Sales and Business Development
Industries Insurance
Referrals increase your chances of interviewing at USI Insurance Services by 2x.
Get notified about new Account Representative jobs in
Oak Brook, IL .
#J-18808-Ljbffr
General Description:
Assist the account management team with the service and retention of small employee benefits clients.
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 the preparation of client compensation disclosures.
Request census data from clients and gather general client information from identified carriers.
Track receipt of ID cards, booklets, and contracts.
Request contract changes and/or plan amendments as needed.
Verify accuracy of client plan documents.
Provide general administrative support for the account management team.
Develop client/carrier contact sheets.
Maintain accurate client and team information in the agency management system.
Maintain client documents in ImageRight and on the 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.
Knowledge, Skills, and Abilities
Minimum one‑year employee benefits/insurance experience.
College degree preferred.
Customer service experience preferred.
Must hold a Life and Disability Insurance License.
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 prioritises accuracy.
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.
Why USI? With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We have created a dynamic personal and professional development culture, investing heavily in our associates and celebrating their growth through unique employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® is a value proposition that delivers robust risk management and benefit solutions with bottom‑line financial impact. USI ONE® combines Omni, Network, Enterprise—the three key elements that set USI apart.
Industry‑Leading Programs, Rewards, and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through the Summit Awards program and offers employee programs that promote health, wellness, scholarships, and financial help.
Deep Community Engagement USI is committed to giving back to local communities and supporting environmental sustainability, partnering with eco‑conscious vendors and reducing our own footprint.
Committed to a Diverse and Inclusive Workplace Our “I’m With U” diversity and inclusion program educates associates and supports a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018‑2025).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020‑2025).
Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024‑2025).
Certified as a Great Place To Work two years in a row (2024‑2025).
USI offers a full suite of competitive benefits, including medical, wellness, dental, vision, 401(k), flexible spending, health savings accounts, short and long‑term disability, life insurance, and other employer‑sponsored programs.
Salary Range:
$50,000–$60,000. This bonus‑eligible position has a target incentive of 5%.
Application Deadline:
2/26/2026
Seniority Level Entry level
Employment Type Full‑time
Job Function Sales and Business Development
Industries Insurance
Referrals increase your chances of interviewing at USI Insurance Services by 2x.
Get notified about new Account Representative jobs in
Oak Brook, IL .
#J-18808-Ljbffr