USI Insurance

General Description: The Ancillary Broker Liaison Program provides in-depth training to prepare associates manage a book of brokers and their business. 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 organized activities for participants to meet senior executives and network with team members across business lines. This includes opportunities to get involved through our USI Gives Back campaign, where each of the company’s more than 200 offices volunteer in local community service.

Program Overview: The Employee Benefits Career Track Program provides over 950 hours of formalized training sessions and practical hands-on work experience.

• ·         Months 1-3: 100% training
• ·         Months 4-6: 50% training; 50% fieldwork
• ·         Months 7-12: 20% training; 80% fieldwork
• ·         Networking and relationship-building skills

You will assist in all aspects of benefit plan financial analysis and reporting including:

·         Assist with claims and billing problems.

·         Ensure new business, renewals, and broker of record letters meet the requirements of the writing carrier.

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

·         Process new business applications. Ensure cases are installed quickly and accurately by the vendor.

·         Enter data into commission database.

·         Update client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.

·         Stay current with insurance regulations, carrier plan options, underwriting rules and other value add programs offered by Emerson Rogers.

·         Receive assistance and guidance from team mentors.

·         Keep current on industry and new product information, legislation, coverage, and technology.

Ideal Candidate Qualifications:

• ·         Associate’s degree.
• ·         Strong problem solving and critical thinking skills.
• ·         Strong knowledge of Microsoft Excel.
• ·         Organizational, multi-tasking, and prioritizing skills.
• ·         Ability to independently exercise time management skills and 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.
• ·         Ability to take on a high level of responsibility, initiative, and accountability.

Physical Demands:

Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, bending, and typing.

Analysis of Physical Demands:

• Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
• Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend.
• Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.
• Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting.

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.