USI Insurance

General Description: Responsible for supporting new system initiative efforts. Define systems capabilities (custom or purchased) to enable the business to grow. Performs project management activities for the approved systems initiative efforts.

Responsibilities:

• Research problems and plan solutions. Recommend software and system changes. Coordinate development to meet business requirements.
• Act as liaison between business users and the IT team.
• Work directly with development team to prioritize and implement changes.
• Develop business cases and financial models for systems enhancements and net new systems.
• Interact with customers and transform user requests into business requirements and technical specifications.
• Develop test plans and test cases. Perform Quality Acceptance (QA) testing.
• Manage system testing and coordinate User Acceptance Testing (UAT).
• Define “as is” and “to be” workflows and review with line of business leaders.
• Performs comparative evaluation of internal duplicative systems and system alternatives. Present recommendations and findings to senior management.
• Subject matter expert (SME) in insurance and/or sales workflows and applications.
• Work with business leaders and IT to implement projects and systems changes.
• Manage system conversion activities including data mapping, data analysis, system configuration
• Define and maintain systems analysis standards, deliverables, and processes.
• Develop and maintain project plans, issues logs and tasks in a system of record.
• Review project progress with project team including senior management.
• Manage accountability of tasks for project members.
• Write periodic project status reports for management.
• Interface with vendors to ensure vendor compliance to contractual agreements.
• Build and maintain reporting tools in Excel and SQL Server.
• Work with Excel data sources, connections, and Power Query to implement reporting solutions.
• Work with business leaders to define and refine reporting requirements.
• Work with development team to implement more complex SQL Server reporting solutions.
• Leverage SQL Server Management Studio and query skills to troubleshoot system data issues.

Cyber Security Job Responsibilities:

• Configure, develop, design, architect, implement, acquire, and operate systems in accordance with:
• USI Policies for the Information Security Program (PISP)
• USI Standards for the Information Security Program (SISP)
• Keep up to date with security updates and improvements to safeguard information system assets by identifying and solving potential and actual security problems.
• Protect systems against damage, changes, or illegal access by defining access privileges, control structures, and resources.
• Implement security improvements by assessing current situation; evaluating trends; anticipating requirements.
• Upgrade systems by implementing and maintaining security and technical controls.

Knowledge, Skills and Abilities:

• 5-7 years IT and/or systems experience. Bachelor’s degree or equivalent preferred.
• Project management experience.
• Familiarity with SQL a plus.
• Experience with insurance or sales applications and workflows a plus.
• Team orientation and hands-on approach.
• Experience with Agile or software development methodology a plus. 
• Able to manage multiple and rapidly changing, high visibility priorities and projects.
• Excel Power-user.
• Proficient with Excel data sources, connections, and Power Query.
• Working knowledge of Excel VBA.
• Working knowledge of SQL Server Management Studio.
• (SSIS, SSAS and SSRS).
• Ability to write basic to intermediate level SQL queries.
• Ability to read and understand more complex SQL queries

Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 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. 

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 and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates 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 eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). 
• Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!