Employee Benefit New Business Coordinator; Select

General Description :

Support small employee benefits sales and account management teams. Assist with the effective transition of new business cases from sales to operations.

Responsibilities :

• Assist with the onboarding of new sales. Work with Select producers and operations team leader / implementation specialist.
• Facilitate the transfer of new sales from the producers to the appropriate operations team member.
• Serve as the subject matter expert for producers on new client implementation forms and processes.
• Assist with the preparation of needed materials for submission of new business to insurance carriers. Includes completing submissions to carrier partners as needed.
• Request information from new clients and carriers and create internal files.
• Maintain a high degree of accuracy in agency management and document management systems.
• Request and monitor new business missing information from clients, producers, and carriers.
• Verify accuracy of commissions on new business cases.
• Ensure accurate and timely response to all outstanding issues.
• Establish and maintain effective working relationships with internal partners, clients, and carriers.

Knowledge, Skills and Abilities

• Entry-level position. College degree preferred.
• Customer service experience preferred.
• Must be willing to earn a Health, Life and Disability insurance license.
• Knowledge of BenefitPoint and ImageRight preferred.
• Ability to set priorities and manage deadlines.
• Comfortable with internet-based programs and Microsoft Office products.
• Detail oriented and prioritizes accuracy.
• Ability to work independently and in a team environment.
• Eager to learn new concepts and further professional development.
• Open to feedback and coaching.
• Ability to define problems and generate potential solutions.

Physical Demands :

Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins.

Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine.

Physical tasks of job include walking, sitting, standing, lifting, and bending.

Analysis of Physical Demands :

• Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
• Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend.
• Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.
• Rarely (

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Why USI?

With more than $2.5 billion in revenue and over 10,000 associates across 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.

We invite you to learn more about what makes USI an exceptional place to work!

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the , 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 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

to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winning diversity, equity, and inclusion program educated 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 for six consecutive years (2018-2023).

• Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
• Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
• Visit our for a complete list of 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 .

Salary Range : $45,000- $60,000. This is a bonus eligible position with a target incentive of 5%.