USI Insurance

General Description: Consult with USI employee benefits and property & casualty clients to cross sell USICG retirement services generally <$1M in assets. Includes implementing new 401k plans and converting current defined contribution (DC) plans to a USICG preferred service platform. Responsible for overall relationship management with a focus on client satisfaction and retention. Consult with clients on plan design, provider capabilities, fees, compliance, and product developments. 

• Lead new business expansion. Identify profitable cross-sell opportunities, develop USI producer relationships, and direct USI client outreach.  

• Administer multiple facets of the sales process. Includes phone calls, coordinating meetings, creating presentations and support materials, and completing follow-up tasks. 

• Acquire provider proposals by gathering plan data and other required information.

• Manage and retain assigned book of business. Includes responding to client inquiries regarding plan questions and vendor services.

• Assist clients with initial and ongoing plan design and document support. Includes understanding client responsibilities with IRS and DOL regulations. 

• Coordinate with applicable parties to ensure accurate implementation of the conversion/start-up process for new clients.

• Conduct annual plan health reviews and coordinate employee education meetings.

• Work with product providers to implement any necessary plan or service modifications.

• Measure service quality and ensure client deliverables are met on an ongoing basis.

• Maintain up-to-date knowledge of present legislation and proposed legislative changes regarding ERISA law.

• 5 years + experience in a retirement sales or service capacity.

• Bachelor’s degree required.

• FINRA Series 6,63 & 65 or Series 7 & 66 required or willing to obtain.

• State Insurance License required or willing to obtain. 

• Comprehensive knowledge of 401(k) DC plans including compliance and plan design.

• Excellent verbal, written, and interpersonal communication skills.

• Working knowledge of Microsoft Office suite of products. 

• Strong organizational skills and attention to detail. 

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for almost 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”).  To learn more, visit usicg.com or follow us on LinkedIn. 

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.

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. 

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.

Our award-winning I’m With U diversity, equity, 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.

• Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).

• Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).

• Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list. 

• Honored by Glassdoor as a Best-Led Company in the U.S. in 2024. 

• Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024

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