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Job Details

Locations
IL - Chicago, OH - Cincinnati
Job ID
31492

Description and Requirements

General Description: Serve as direct link between the regional finance team, National Accounting Center, and regional account management and sales teams. Responsible for assessing and resolving assigned region’s complex financial issues. Includes directing internal partners to resolve issues as needed.  

Responsibilities:
• Assess and resolve complex financial issues in USI’s Commercial Lines (CL) and Employee Benefits (EB) business. Includes aged carrier receivables and payables, aged accounts receivable, cash receipts, direct bill commissions, and premium financing. May include revenue recognition. 
• Lead a team of internal USI partners to troubleshoot unresolved issues. Includes regional finance and operations teams, and the National Accounting Center.  
• Identify training weaknesses to leadership. Develop and deliver re-training to accounting and operations team members as needed. 
• Proactively monitor receivables, payables, etc. to ensure timeliness and avoid cancelations by bringing delinquent and delayed items to resolution. Run and distribute regional unpaid audit reports regularly.
• Track and resolve missing employee benefit direct bill commissions from carriers. Includes researching open items, instructing operations and sales teams on actions they need to take with their contacts, and reviewing missing commissions and aged items for new and existing clients. Manage all issues to resolution.
• Manage outside broker agreements to ensure accurate commission sharing and compliance with compensation maximums.
• Direct Accounting Center or Account Management teams with application and reconciliation of cash receipts and client accounts where client payments are misapplied.
• Actively participate in regional financial management activities including Bad Debt and Direct Bill calls. Complete monthly review of AP and AR reports and reconciliation.
• Run and distribute financial reports to support assessment and resolution activity. Lead internal USI forms to ensure completion by respective owners.
• Collaborate with RFO and Legal department on fee agreements that need attention. May advise RFO on sponsorship and contribution request activity. 
• Direct regional partners in adopting best practices between operations and the Accounting Center.
• Assist account managers with Sagitta invoicing tools. Serve as subject matter expert in online training offered by CL Training team.

Knowledge, Skills and Abilities:
• 3 years + of experience in accounting, including general ledger. Or 3 years in a USI account management or Accounting Center role required.
• College degree preferred.
• Proficiency in SAP, ImageRight Task, Sagitta, Microsoft Excel, and General Ledger required.
• Ability to work with all levels of staff and management to maximize performance, creativity, problem solving, and results. 
• Ability to work independently with minimal instruction. 
• Ability to articulate and direct others to resolve issues.
• Organized self-starter that works well in a fast-paced, team environment. 
• Strong work ethic with a defined sense of urgency.
• Strong attention to detail and retention of pertinent information.

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!

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.


Actual salary is dependent on skill set and experience, and an opportunity to participate in a Standard Incentive Plan is also offered.  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 benefits as well as paid holiday time.

 $65,000-$75,000