New Business Coordinator, Select

Overview

This is a remote role but must sit in the Northeast Region and be commutable to a USI office in NJ / NYC / Long Island.

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

• Assist with the onboarding of recent sales. Work with Select producers and operations team leader/implementation specialist.
• Facilitate the transfer of recent 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.

• Entry-level position, ideally minimum one year EB / Insurance related experience.
• Ideally will hold Health, Life and Disability insurance license or be willing to obtain in agreed time frame.
• College degree preferred.
• Customer service experience preferred.
• Knowledge of Benefit Point and Image Right 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.

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. We invest heavily in our associates and celebrate growth and success through our employee reward and recognition programs.

Unrivaled Resources and Support: USI ONE Advantage®, a value proposition that delivers risk management and benefit solutions with bottom-line impact. USI ONE represents Omni, Network, Enterprise—the key elements that set USI apart. We develop strategic, timely, and effective risk management and benefit programs that are easy to understand and show positive economic impact.

Industry-Leading Programs, Rewards, and Recognition:
Competitive pay, incentives, and benefits, plus awards and wellness programs. We offer scholarships for associates’ children and financial help in times of need.

Deep Community Engagement:
We support local communities and environmental sustainability through volunteering and partnerships with eco-conscious vendors.

Committed to a Diverse and Inclusive Workplace:
The I’m With U diversity and inclusion program educates associates to better serve clients and communities.

Nationally Recognized as a Top Insurance

Employer:

Recognized by Insurance Business America, Business Insurance, Fortune, and Great Place to Work in recent years. Visit our Awards and Accolades page for more details.

USI is committed to providing a full-suite of competitive benefits, including medical, welfare, and financial benefits, paid time off, paid family leave, and holiday time.

Salary Range: $50,000–$60,000. This is a bonus-eligible position with a target incentive of 5%.