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Corporate Insurance Analyst Temporary


Remote- United States

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General Description:  The Corp Market Management Analyst works with USI’s smaller/regional employee benefits and/or property & casualty carriers to ensure smooth transfer of information and proper set up of acquired books of business in carrier systems.


·        Under manager supervision, analyze acquired companies’ carrier code structure to understand the financial implications of acquired USI business.

o   Review incoming contracts for compliance with USI standards.

o   Analyze incoming business to determine whether contract codes can be merged with carrier before integration into USI contracts.

·        Under manager supervision, complete financial analysis of existing USI book of business to determine most advantageous approach to integrating acquired business into USI.

·        Follow integration through completion of carrier changes including executed contracts, commissions paid to USI and business moved.

o   Communicate with carrier regarding acquisitions and/or organizational changes with appropriate supporting documentation.

o   Provide correct books of business for carrier to transfer from a larger database.

o   Facilitate setup of associate access to carrier websites, download of carrier data, commission payments, tax reporting.

o   Complete agency profiles and other paperwork required to get agency appointments.

o   Handle calls and meetings with carrier and USI associates at various levels.

·        Track integration progress against department success metrics.

·        Resolve field and carrier contract issues and inquiries.

o   Investigate issues using available data and documents.

o   Communicate with field associates, accounting and operations regarding any changes to agency/producer codes.

o   Facilitate appointments to establish USI as broker for new carriers.

·        Develop strong working relationships with regional carrier operations team.

·        Escalate contracts and carrier issues to management when appropriate.

·        Refer producers for appointments and provide support to the Enterprise Licensing Center “ELC” with licensing guidance and information.

·        Submit invoices to accounting for carrier Appointments Fees, if required.

Knowledge, Skills and Abilities:

  • Manage multiple carrier tasks simultaneously
  • Able to handle and adapt to high volume in a constantly changing environment
  • Use resources available to develop creative solutions
  • Determine appropriate time to escalate issues
  • Communicate effectively both written and oral
  • Work collaboratively across multiple locations
  • Build partnerships and work well individually and as part of a team
  • Prioritize work to meet deadlines and maintain focus on items with the most impact
  • Must be proficient in word, excel, and data base management.
  • Preferred experience in the insurance industry


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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