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Vice President of Clinical Strategies


TX - Houston

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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:
This position contributes to the success of USI by helping us sell new business and retain existing clients. This is accomplished by delivering extraordinary value to companies, helping them create and implement effective wellness and population health management (PHM) strategies such as CORE HEALTH to reduce costs, improve member health status, and attract and retain talent. 
The VP of Clinical Strategies leads a Regional team of PHM Consultants who primarily focus on groups with 100 or more employees and provide them with the tools, resources and assistance to build successful, ongoing wellness and PHM strategies. 


Strategic Planning (40% of responsibilities)
  • Attend briefings and sales presentations for large, complex prospective clients
  • Develop responses for Request for Proposals (RFPs) 
  • Facilitate PHM presentation with clients to review the essential CORE HEALTH concepts, practices, and service expectations
  • Complete analysis and recommendation of vendor/carrier-based services, products & pricing
  • Serves as liaison between the workplace, the insurer, and outside vendors
  • Partner with Benefit Consultants, Account Executives, USI compliance attorney, and clients to create customized wellness strategy options with a focus on metrics, outcomes, education, programs and policy/environment
  • Creates PHM program implementation communication materials including but not limited to e-mails, flyers, and brochures. Consults with client’s communication team, and outside vendors on communication materials
  • Collaborate with USI Medical Director and USI Pharmacy Director to identify new and emerging clinical trends to triage for next level solutions

Reporting and analytics (20% of responsibilities)
  • Work with client and vendor(s) to establish baseline metrics and methodology for ongoing monitoring of metrics
  • Review client utilization and cost data to identify PHM opportunities and recommend strategies. Meet with large, complex clients annually to review wellness statistics
  • 3D Super User/expert in data management tool; can demonstrate functionality in a prospect setting
  • Consult with USI Medical Director and USI Pharmacy Director on large claim, clinical and prescription findings in 3D and other reports for actionable opportunities

Corporate Initiatives (20% of responsibilities)
  • Participate in annual national team meeting and monthly team calls 
  • Lead Regional team in encompassing national initiatives into basic strategies and monitor adherence
  • Participate and or lead periodic in-service trainings for the national PHM team
  • Implements the CORE HEALTH Strategy with new clients and transitions existing clients to an appropriate platform as needed
  • Maintain data tracking tools for corporate reporting 
  • Work with the PHM team to enhance the client communication materials, including national newsletter 
  • Work with USI’s national PHM and Marketing teams to create sales tools including marketing materials and case studies

Vendor Solutions and Education Resources (10% of responsibilities)
  • Work with national PHM team to identify key vendors resources to support the CORE HEALTH strategy. Identify additional no-cost or low-cost vendors and service providers as well as fee-based services. Build and maintain vendor relationships
  • Develop a collection of products, services and materials to support client wellness programs, including turn-key solutions that can be delivered to clients by account management staff with little or no PHM Consultant intervention
  • Remain up-to-date on medical carrier wellness offerings, assisting clients to fully leverage impactful services
  • Occasionally present on wellness related topics at client seminar events. Development of periodic Wellness seminars and/or webinars for education of clients and prospects on various wellness topics
  • Educate Benefits Consultants and Account Executives on carrier and vendor wellness programs, resources, industry trends, etc.
  • Stay up-to-date on the competitive landscape of what other employee benefits advisors are offering companies as it relates to corporate wellness programs and initiatives

Training/Seminars (10% of responsibilities)
  • Develop and deliver training to internal and external audiences regarding PHM topics in line with national strategies and initiatives
  • Develop and deliver seminar content for external prospects and clients – live, webinar, recorded
  • Develop and execute internal training calendar in conjunction to larger EB training schedules for the region

Knowledge, Skills and Abilities:
  • Bachelor’s degree is required. Degree: in the health sciences field (nutrition, sports/fitness, nursing, etc.) is preferred. Master's degree preferred
  • Basic understanding of medical terms including chronic conditions such as high cholesterol, high blood pressure, and diabetes
  • 10 years experience working directly with wellness/health promotion programs
  • Experience with strategy development, health-related policy and environmental interventions, and  some industry (carrier/broker/vendor) exposure
  • Experience preparing and delivering presentations and facilitating decision making in small and large group settings with frontline employees, mid-level managers, and senior leaders
  • Travel up to 50% of the time 
  • Demonstrate a “whatever it takes” attitude to ensure client satisfaction 
  • Work with Internal Partners and Carriers to ensure accurate and timely response to all outstanding issues
  • Intermediate to advanced skill level in Microsoft Office Applications (Word, Excel, PowerPoint, Outlook)
  • Task oriented, excellent organizational skills, ability to prioritize work load
  • Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative
  • Expected to be a strong member of the community and further personal development in volunteer opportunities


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 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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