Education Specialist

Why USI:

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad - and we invite you to learn more.

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 dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity 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

USI has been recognized as one of:

• The Top Insurance Employers by Insurance Business America four years in a row (2018-2021).

• Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row.

• Forbes Best Large Employers in America (2018-2019).

• Ranked as one of Forbes Best Large Employers in America (2018-2019)

General Description: 

Primary person to schedule and conduct employee presentations (enrollment, ongoing) both in person and remotely for clients, coordinating with account managers as needed, to expand participation in and utilization of clients’ retirement programs; includes maintaining appropriate tracking of meetings, execution of annual meeting plan for clients, preparation of plan-specific presentations/handouts and tracking success in achieving client’s education objectives. As a general rule, the Retirement Education Specialist is expected to travel to client meeting locations and is responsible for holding meetings at 2 to 4 clients per week on average.

Additional Responsibilities:

·       Providing account managers and clients with feedback on any follow up items or questions from the meetings as well as the success of each education meeting; success is measured by determining the purpose and objective of the meeting and determining, with client input, if those objectives were achieved. The client, Education Specialist and the account manager will agree on the purpose of the meeting and determine objective criteria for evaluating its success. Examples of success are: new enrollments, increased deferrals and investment allocation changes.

·       Offering input on all employee education material and assisting with updates to education materials and the master presentation template based on presentation experience, regulatory changes, system changes and feedback.  Maintain a library of educational materials.

·       Acting as the primary liaison between the communications practice and education team to create and update education materials, including printed flyers, website content, recorded presentations, client newsletters, etc.

·       Working closely with the compliance team to ensure all educational materials are approved for use and in proper form.

·       Submitting timely expense reports to ensure regular and recurring reimbursement of travel related expenses.

·       Completing special projects as requested by clients, CG DC Director of Operations or DC department.

Knowledge, Skills and Abilities:

·       Associates or Bachelor’s Degree

·       Strong computer skills- Knowledge of Windows environment, including PowerPoint, Word & Excel

·       Familiarity with products, services, competitive offerings, market needs and industry trends.

·       Excellent communication, presentation and interpersonal skills.

•  Ability to creatively and proactively problem-solve
•  Ability to stay organized and focused in a busy environment
• Personable and credible
• Demonstrates cooperation and collaboration in a team setting

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 fingering.

Analysis of Physical Demands:

·       Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as fingering, 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.