USI Insurance Services
Employee Benefits Associate Account Rep - Career Development Program
USI Insurance Services, Concord, California, us, 94527
Overview
Employee Benefits Associate Account Rep - Career Development Program provides in-depth training to prepare associates for client-facing and customer-oriented roles. The program includes mentorship, networking with senior executives, and involvement in USI Gives Back community service 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.
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
You will assist in all aspects of account management including
Day-to-day account management across a mixture of business segment clients
Participating in fulfilling client services needs such as coordinating receipt of employee ID cards, client coverage booklets, and contracts
Gathering client census data to assist with the renewal process
Conducting insurance contract reviews and verifying accuracy of client plan documents
Providing resolution support for enrollment, premium bill, and escalated claim issues
Coordinating applications/forms used to implement insurance products
Preparing communication materials needed for client meetings, including benefit summaries and guides, mobile application setup, and recorded PowerPoint presentations
Attending 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
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, including medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, disability, life insurance, and other programs. The company offers paid time off, paid family leave, and paid holidays.
Salary: $65,000/year
Eligible for up to 5% bonus at completion of the 18-month program
Applications accepted through: 11/3/2025
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What You’ll Learn You will be immersed in the fundamentals of employee benefit consulting including the USI ONE Advantage processes and best practices.
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
You will assist in all aspects of account management including
Day-to-day account management across a mixture of business segment clients
Participating in fulfilling client services needs such as coordinating receipt of employee ID cards, client coverage booklets, and contracts
Gathering client census data to assist with the renewal process
Conducting insurance contract reviews and verifying accuracy of client plan documents
Providing resolution support for enrollment, premium bill, and escalated claim issues
Coordinating applications/forms used to implement insurance products
Preparing communication materials needed for client meetings, including benefit summaries and guides, mobile application setup, and recorded PowerPoint presentations
Attending 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
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, including medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, disability, life insurance, and other programs. The company offers paid time off, paid family leave, and paid holidays.
Salary: $65,000/year
Eligible for up to 5% bonus at completion of the 18-month program
Applications accepted through: 11/3/2025
#J-18808-Ljbffr