USI Insurance Services · 20 hours ago
Employee Benefits Account Representative
Nashville, TN
Full-time
Hybrid
New Grad, Entry LevelUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, seeking an Employee Benefits Account Representative to assist Account Managers in the service and retention of clients. The role involves developing employee benefit summary drafts, managing client communications, and providing general administrative support to ensure efficient operations within the team.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Assist Account Managers with development of employee benefit summary drafts for clients. Includes annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications
Fulfill request for supplies from clients and for preparation of open enrollment communications
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
Prepare the account managers for employee meetings
General administrative support for the team
Develop client/carrier contact sheets
Maintain accurate client and team information in agency management system
Maintain client documents in ImageRight and share drive
Ensure accurate and timely response to all outstanding issues
Respond to requests from all partners by stated timeframes
Qualification
Required
Assist Account Managers in the service and retention of clients
Assist Account Managers with development of employee benefit summary drafts for clients. Includes annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications
Fulfill request for supplies from clients and for preparation of open enrollment communications
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
Prepare the account managers for employee meetings
General administrative support for the team
Develop client/carrier contact sheets
Maintain accurate client and team information in agency management system
Maintain client documents in ImageRight and share drive
Ensure accurate and timely response to all outstanding issues
Respond to requests from all partners by stated timeframes
Comfortable with internet-based programs and Microsoft Office products
Detail oriented and prioritizes accuracy
Ability to work in a team environment
Eager to learn new concepts and further professional development
Open to feedback and coaching
Establish effective working relationships with internal partners, clients and carriers
Benefits
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
Founded in 1994
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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