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Regional EPS D&O Advisor - Midsouth


GA - Atlanta, NC - Charlotte

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Why USI?
With over $2 billion in revenue and more than 9,000 associates located in approximately 200 offices across the country, USI is one of the largest insurance brokerage and consulting firms in the world.

At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!

Unrivaled Resources and Support
The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement
We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is committed to ensuring a fair, diverse, and inclusive work environment for all. Our diversity, equity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

  • Recognized as one of Insurance Business America’s Top Insurance Employers for five consecutive years (2018-2022).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
  • Gold recipient, American Heart Association’s Workplace Health Achievement Index, three years in a row (2018-2021).

Description:  The EPS Advisor manages the support needs of Executive and Professional Risk Solutions (EPS) department on a regional basis. Regularly works directly with Sales Executives, Account Executives, Marketing, Claims and Loss Control as needed. Activities include, but not limited to new and renewal marketing, placement and handling of client insurance programs along with questions and requests.  Responsibilities include aiding Sales Executives.  Required to perform essential functions and meet service standards and Best Practices developed by USI.


  • Understand, utilize and implement the USI EPS “Middle Market and Small Commercial” Segmentation Regional Protocols including marketing, placing and servicing business that falls within those parameters.
  • Analyze client accounts for adequacy and appropriateness of D&O, E&O, EPLI coverage, cyber-liability, etc. in conjunction with EPS regional (and national) leadership
  • Develop EPS expertise in a particular product area that will complement non-EPS account managers.
  • Inform sales and account executives of pertinent information involving account, market, coverage or carrier as needed.
  • Prepare submission for the marketing of an account that is being worked at the regional level (public and complex private companies). Prepare and deliver proposals, analysis, policy form comparisons as requested.
  • Participate educational EPS training/seminars within the region.
  • Respond to underwriters’ questions in a timely and professional manner.
  • Participate in sales presentations where specific EPS knowledge and experience are required.
  • Maintain a high degree of accuracy in agency management and document management systems.
  • Other projects or duties, as needed.


Knowledge, Skills and Abilities:

  • Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.
  • Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Ability to work in a team environment.
  • Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
  • College degree preferred, but not required.
  • Must hold state Property & Casualty insurance license.
  • Strong written, oral and interpersonal communication skills.
  • Knowledge of Sagitta/Image Right/WorkSmart preferred.
  •  3+ years minimum experience in Management/Professional Liability lines of coverage (Directors & Officers, Employment Practices, Professional/E&O, Fiduciary Liability & Crime).

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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