USI Insurance Services
Employee Benefits Account Representative - January 2026 Career Development Progr
USI Insurance Services, Seattle, Washington, us, 98127
Overview
Employee Benefits Account Representative - January 2026 Career Development Program provides in-depth training to prepare associates for client-facing and customer-oriented roles. Throughout the training program, associates join a mentorship business group, led by industry experts, to further develop skills while increasing role-specific levels of responsibility. The program also offers opportunities to meet senior executives and network with team members across business lines, as well as involvement through the USI Gives Back campaign with volunteering across USI offices. What You’ll Learn
You will be immersed in the fundamentals of employee benefit consulting including: The USI ONE Advantage processes and best practices, a key differentiator between us and other brokerages. Program Overview
The Employee Benefits Career Track Program provides over 1,300 hours of formalized training sessions and practical hands-on work experience. Training: Hands On Months 1-3: 100% training Months 4-6: 50% training; 50% fieldwork Months 7-18: 20% training; 80% fieldwork Networking and relationship-building skills Responsibilities
You will assist in all aspects of account management including day-to-day account management across a mixture of business segment clients. Participate in fulfilling client services needs such as coordinating receipt of employee ID cards, client coverage booklets, and contracts. Gather client census data to assist with the renewal process. Conduct insurance contract reviews and verify accuracy of client plan documents. Provide resolution support for enrollment, premium bill, and escalated claim issues. Coordinate applications/forms used to implement insurance products. Prepare communication materials needed for client meetings, including benefit summaries and guides, mobile application setup, and recorded PowerPoint presentations. Attend internal and external client strategy meetings. Ideal Candidate Qualifications
Bachelor’s degree. Strong organizational, multi-tasking, and prioritizing skills. Strong time management skills and ability to meet deadlines. High attention to detail and accuracy skills. Ability to follow policies, procedures, and regulations. Excellent verbal, written, and interpersonal communication skills. Ability to work effectively, as well as independently, in a team environment. Problem solving and critical thinking skills. Ability to take on a high level of responsibility, initiative, and accountability. Proficiency in Microsoft Office suite, including Excel, Word, and PowerPoint. Benefits and Compensation
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs, including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, disability and life insurance, paid time off, and holidays. This position is paid time off/paid sick leave eligible with 18 days per year and includes eligibility for a target incentive bonus of 5%. Salary Range: $65,000. Please note that this salary range is intended for the Seattle talent market. Seniorities and Employment Type
Seniority level: Internship Employment type: Full-time Job Function and Industry
Job function: Sales and Business Development Industries: Insurance Note: This listing may include references to related roles or postings for discovery purposes.
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Employee Benefits Account Representative - January 2026 Career Development Program provides in-depth training to prepare associates for client-facing and customer-oriented roles. Throughout the training program, associates join a mentorship business group, led by industry experts, to further develop skills while increasing role-specific levels of responsibility. The program also offers opportunities to meet senior executives and network with team members across business lines, as well as involvement through the USI Gives Back campaign with volunteering across USI offices. What You’ll Learn
You will be immersed in the fundamentals of employee benefit consulting including: The USI ONE Advantage processes and best practices, a key differentiator between us and other brokerages. Program Overview
The Employee Benefits Career Track Program provides over 1,300 hours of formalized training sessions and practical hands-on work experience. Training: Hands On Months 1-3: 100% training Months 4-6: 50% training; 50% fieldwork Months 7-18: 20% training; 80% fieldwork Networking and relationship-building skills Responsibilities
You will assist in all aspects of account management including day-to-day account management across a mixture of business segment clients. Participate in fulfilling client services needs such as coordinating receipt of employee ID cards, client coverage booklets, and contracts. Gather client census data to assist with the renewal process. Conduct insurance contract reviews and verify accuracy of client plan documents. Provide resolution support for enrollment, premium bill, and escalated claim issues. Coordinate applications/forms used to implement insurance products. Prepare communication materials needed for client meetings, including benefit summaries and guides, mobile application setup, and recorded PowerPoint presentations. Attend internal and external client strategy meetings. Ideal Candidate Qualifications
Bachelor’s degree. Strong organizational, multi-tasking, and prioritizing skills. Strong time management skills and ability to meet deadlines. High attention to detail and accuracy skills. Ability to follow policies, procedures, and regulations. Excellent verbal, written, and interpersonal communication skills. Ability to work effectively, as well as independently, in a team environment. Problem solving and critical thinking skills. Ability to take on a high level of responsibility, initiative, and accountability. Proficiency in Microsoft Office suite, including Excel, Word, and PowerPoint. Benefits and Compensation
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs, including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, disability and life insurance, paid time off, and holidays. This position is paid time off/paid sick leave eligible with 18 days per year and includes eligibility for a target incentive bonus of 5%. Salary Range: $65,000. Please note that this salary range is intended for the Seattle talent market. Seniorities and Employment Type
Seniority level: Internship Employment type: Full-time Job Function and Industry
Job function: Sales and Business Development Industries: Insurance Note: This listing may include references to related roles or postings for discovery purposes.
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