Employee Benefits Associate

About the Role:

This 12-month career development program is designed for
individuals interested in building a career in employee benefits, broker
relations, and client service. You'll gain hands-on experience supporting
brokers while developing the skills needed to manage a book of business and
broker relationships.

Throughout the program, you’ll work alongside experienced
employee benefits professionals, participate in a structured mentorship
program, and take on increasing responsibility as your knowledge and confidence
grow. Through a combination of formal training and practical experience, you’ll
develop the technical, operational, and relationship management skills needed
to succeed as an Ancillary Service Analyst. You’ll also have opportunities to
connect with peers and leadership across the organization and get involved in
networking and community initiatives, including USI Gives Back.

Program Overview:

The Emerson Rogers Career Track Program offers more than 950
hours of structured training and practical, hands-on work experience. The
program is designed to gradually transition you from training to real-world
responsibilities:

• Months 1–3: 100% training


• Months 4–6: 50% training / 50% hands-on
  experience


• Months 7–12: 20% training / 80% hands-on
  experience

What You’ll Be Doing:

• Gain hands-on experience supporting broker
  service activities, policy administration, and client deliverables.


• Assist with claims, billing inquiries, and other
  service-related requests.


• Support the processing and implementation of new
  business, renewals, and Broker of Record letters, ensuring timely completion
  and compliance with carrier requirements.


• Process plan changes, policy updates,
  endorsements, and other requests submitted by account executives, broker
  consultants, and brokers.


• Maintain commission records, client databases,
  and case documentation in accordance with established workflows and procedures.


• Prepare financial analyses and market review
  analyses, summarize key findings, and create client-facing deliverables for a
  variety of business segments.


• Help identify cost-saving opportunities using
  analytical tools, checklists, and templates.


• Illustrate insurance carrier renewals and new
  business proposals.


• Manage assigned workflow to ensure timely and
  accurate completion of deliverables.


• Stay current on insurance regulations, carrier
  products, underwriting guidelines, and value-added programs offered by Emerson
  Rogers.


• Participate in team meetings, training and
  mentorship opportunities to build expertise and learn how client strategies and
  recommendations are developed.

You’ll Be a Great Fit
If You:

• Have an associate degree (required).


• Enjoy solving problems and thinking critically.


• Are proficient in Microsoft Excel and other
  business technology applications.


• Demonstrate effective organizational and time
  management skills, with the ability to manage multiple priorities and meet
  deadlines.


• Are committed to delivering accurate,
  high-quality work.


• Communicate clearly and work well with others.


• Show initiative, accountability, and a
  willingness to learn and take on new challenges.