Skip to content

Employee Benefits Ancillary Team Lead


CA - Rancho Cordova

Apply now Share Share EB Ancillary Team Lead with Facebook Share EB Ancillary Team Lead with LinkedIn Share EB Ancillary Team Lead with Twitter Share EB Ancillary Team Lead with a friend via e-mail
General Description: Oversee marketing and placement activities for ancillary coverages within the region. Includes management of ancillary analysts and the region’s ancillary financial results. Serve as the champion for USI’s panel carrier strategy. Focus is on dental, vision, life AD&D, disability, and worksite.  

  • Responsible for recruitment, selection, onboarding, management, and development of Benefit Analysts specializing in ancillary coverages.
  • Coordinate team workflow, case assignments, and develop/evolve processes.
  • Provide guidance and support to analysts on financial analyses. 
  • Educate leaders, producers, and account management on the panel carrier strategy and process. 
  • Communicate with Account Management team leaders to identify groups with upcoming renewal that could significantly impact regional financials. 
  • Use internal tools and systems to monitor all ancillary new business and renewal activity. 
  • Prepare analyses with some customization. Analyses may include:
    •  Market review analysis
    • Rate and contribution analysis
    • Financial, contractual, and rate comparisons and analysis
    • Claims utilization
  • Serve as primary contact with insurance carriers on new business quotes and renewals. Includes requesting quotes and evaluating proposals.
  • Oversee the process of marketing and illustrating carrier quotes for dental, vision, life, disability, and worksite products.
  • Act as an ancillary product subject matter expert for sales executives. Develop strategic plans and solutions for prospects and clients.
  • Is the point of escalation for complex ancillary carrier service issues.
  • Raise awareness of financial opportunities and risks related to the placement and renewal of specific ancillary business.
  • Monitor the qualification requirements for ancillary carrier bonus programs for the region. Includes total premium dollars, new business growth, and persistency.
  • Work with local and regional management on the forecasting of contingent and supplemental revenue.
  • Work with regional and corporate teams to implement best practices, tools, and processes to improve the overall client experience.
  • Develop and track team goals. Complete performance management process.
  • Participate in the peer review process, primarily as a reviewer. Mentor analysts via their reviewed work.
  • Develop and maintain excellent carrier relationships.
  • Keep current on industry information, technology, and trends.

Knowledge, Skills and Abilities:
  • 5 years + experience in Employee Benefits related field. Previous experience in sales or operations with an ancillary product line carrier preferred.  
  • Must have strong working knowledge of broker compensation structures with ancillary carriers. 
  • Ability to manage a team of associates.
  • Ability to influence others, including leaders, sales associates, and account managers.
  • Must hold or be willing to obtain a Life & Disability insurance license. 
  • Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail. 
  • Able to set priorities and manage workflow to ensure efficient, timely, and accurate deliverables. 
  • Ability to manage and negotiate multiple priorities and deadlines. 
  • Working knowledge of Adobe and Microsoft Office products, including Word and Excel. 
  • Strong written, verbal, and interpersonal communication skills.
  • Ability to travel 10-20%.

Why USI?
With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, 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
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, 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. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. 

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
  • Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
  • Visit our Awards and Accolades page for a complete list of industry awards and recognitions!

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.

Salary Range $95,000-$121,000 Range will depend on experience

Job ID:


Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
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.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email