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Financial Liaison


CT - Meriden, CT - Norwalk, MA - Braintree, MA - Chicopee, MA - Needham, MA - Woburn, NH - Bedford, NY - Buffalo, NY - Clifton Park, NY - Rochester, NY - Syracuse, RI - Warwick

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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).

General Description:  The Financial Liaison is responsible for being the collaborative liaison between the Region and the Accounting Center where accounting and operations issues need special attention and expertise to resolve. The Financial Liaison will raise issues to Finance team leadership and assist in bringing items to resolution.


·        Operates as primary liaison between lines of business and the Corporate Accounting Center to assist in bringing problem issues to resolution/closure while complying with USI procedures.

·        If necessary, work with Regional Operations Leader, RFO and FA team to host training on potential solutions to root cause issues identified that can be prevented.

·        Review Power BI and follow and help bring closure to delinquent tasks aged beyond 30 days with the help of the Account Management and Finance teams.  

  • Review aged carrier payables aged beyond 60 days. Investigate and collaborate with Accounting Center and AM team to bring to closure.
  • work collaboratively with Operations team, Cash Receipts team and New England Client AR team to ensure cash is applied accurately and timely and assist in any problem areas identified
  • Maintain and update a regional file of all outside broker agreements (new and existing). Compile and retain a summary of any commission sharing arrangements, collaborating with the Commission Analysts as necessary.
  • Work with Accounting Center Direct Bill team ensuring EB commission cash receipts from carriers are being applied to the proper accounts.

·        Assist Accounting Center or Account Management teams with correct application and reconciliation of cash receipts and client accounts where client payments may be misapplied.

·        Assist with premium/commission adjustments. Monthly review of AP and AR reports and reconciliation.

·        Assist as necessary with forms and fee agreements that need attention, paperwork related to contributions, sponsorships, etc.

·        Maintain performance resolution log for purposes of understanding training needs, etc.

·        Assist account managers with Sagitta invoicing tools and become literate in online training offered by CL Training team.

Knowledge, Skills and Abilities:

·        College experience preferred, but not required.

·        SAP, ImageRight Task, Sagitta, MS Office and Excel proficiency preferred.

·        Accounting / Finance experience with an insurance broker/agency of 1 + years or Account Management of 1 + years with an insurance broker/agency.

·        Strong work ethic with a defined sense of urgency.

·        Organized self-starter that works well in a team environment.

·        Strong attention to detail and retention of pertinent information.

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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