... direct USI client outreach, engage strategic partners, analyze publicly available retirement ... Acquire provider proposals by gathering plan data and other required information. * Perform ...

61 Usi Insurance Services Data Analyst Jobs Hiring Near You
... direct USI client outreach, engage strategic partners, analyze publicly available retirement ... Acquire provider proposals by gathering plan data and other required information. * Perform ...
Internal Insurance Assistant
Atlanta, GA · On-site
May issue binder and invoices as directed. 1+ years of customer service experience. Insurance ... Analytical ability with high attention to detail and accuracy. Effective verbal, written, and ...
Internal Insurance Assistant
Atlanta, GA · On-site
May issue binder and invoices as directed. 1+ years of customer service experience. Insurance ... Analytical ability with high attention to detail and accuracy. Effective verbal, written, and ...
Personal Risk Advisor
San Francisco, CA · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...
Personal Risk Advisor
San Francisco, CA · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...
Personal Risk Advisor
Tampa, FL · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...
Personal Risk Advisor
Tampa, FL · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...
Personal Risk Advisor
Portland, OR · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...
Personal Risk Advisor
Portland, OR · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...
Personal Risk Advisor
Falls Church, VA · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...
Personal Risk Advisor
Falls Church, VA · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...
Personal Risk Advisor
Phoenix, AZ · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...
Personal Risk Advisor
Phoenix, AZ · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...
Personal Risk Advisor
Woburn, MA · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... analysis reviews focused on identifying personal, professional and business exposures and ...
Personal Risk Advisor
Woburn, MA · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... analysis reviews focused on identifying personal, professional and business exposures and ...
Personal Risk Advisor
Seattle, WA · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...
Personal Risk Advisor
Seattle, WA · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...
Personal Risk Advisor
Clifton Park, NY · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...
Personal Risk Advisor
Clifton Park, NY · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...
Personal Risk Specialist
Jacksonville, FL · On-site
$91K/yr
Manage employee and prospect data, including the development of prospect lists from business ... What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE ...
Personal Risk Specialist
Jacksonville, FL · On-site
$91K/yr
Manage employee and prospect data, including the development of prospect lists from business ... What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE ...
Personal Risk Advisor
Chicago, IL · On-site
USI Insurance Brokerage and Consulting With approximately $3 billion in revenue and over 10,500 ... Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years ...
Personal Risk Advisor
Chicago, IL · On-site
USI Insurance Brokerage and Consulting With approximately $3 billion in revenue and over 10,500 ... Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years ...
Personal Risk Specialist
Seattle, WA · On-site
$112K/yr
Manage employee and prospect data, including the development of prospect lists from business ... Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and ...
Personal Risk Specialist
Seattle, WA · On-site
$112K/yr
Manage employee and prospect data, including the development of prospect lists from business ... Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and ...
Personal Risk Specialist
Minneapolis, MN · On-site
$102K/yr
Manage employee and prospect data, including the development of prospect lists from business ... USI ONE Advantage ® What truly distinguishes USI as a premier insurance brokerage and consulting ...
Personal Risk Specialist
Minneapolis, MN · On-site
$102K/yr
Manage employee and prospect data, including the development of prospect lists from business ... USI ONE Advantage ® What truly distinguishes USI as a premier insurance brokerage and consulting ...
Personal Risk Specialist
Las Vegas, NV · On-site
$94K/yr
Manage employee and prospect data, including the development of prospect lists from business ... Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and ...
Personal Risk Specialist
Las Vegas, NV · On-site
$94K/yr
Manage employee and prospect data, including the development of prospect lists from business ... Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and ...
Personal Risk Specialist
Austin, TX · On-site
$97K/yr
Manage employee and prospect data, including the development of prospect lists from business ... Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and ...
Personal Risk Specialist
Austin, TX · On-site
$97K/yr
Manage employee and prospect data, including the development of prospect lists from business ... Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and ...
EB Account Manager
Buffalo, NY · On-site
Lead client renewals, analyze utilization results, and negotiate with carriers on terms, conditions ... Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and ...
EB Account Manager
Buffalo, NY · On-site
Lead client renewals, analyze utilization results, and negotiate with carriers on terms, conditions ... Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and ...
Personal Risk Specialist
Brookfield, WI · On-site
$92K/yr
Manage employee and prospect data, including the development of prospect lists from business ... USI has been nationally recognized as a top insurance employer.
Personal Risk Specialist
Brookfield, WI · On-site
$92K/yr
Manage employee and prospect data, including the development of prospect lists from business ... USI has been nationally recognized as a top insurance employer.
Employee Benefits Account Executive
Bloomington, MN · On-site
$111 - $149/hr
Lead client renewals, including analysis of utilization results and negotiation with carriers on ... Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and ...
Employee Benefits Account Executive
Bloomington, MN · On-site
$111 - $149/hr
Lead client renewals, including analysis of utilization results and negotiation with carriers on ... Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and ...
Personal Risk Specialist
Raleigh, NC · On-site
$95K/yr
Manage employee and prospect data, including development of prospect lists from business clients ... Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and ...
Personal Risk Specialist
Raleigh, NC · On-site
$95K/yr
Manage employee and prospect data, including development of prospect lists from business clients ... Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and ...
USI Insurance Services Jobs Information
Do workers at USI Insurance Services get paid breaks?
47% of people say they don’t get paid breaks.
Based on data from 30 people who took the Breakroom Quiz between November 2024 and May 2026.
Does USI Insurance Services pay people when they’re sick?
94% of people say they would get paid if they were sick but scheduled to work.
Based on data from 34 people who took the Breakroom Quiz between May 2025 and May 2026.
At USI Insurance Services, are sick days and vacation days separate paid time off?
94% of people say they have to use vacation days when they’re out sick.
Based on data from 33 people who took the Breakroom Quiz between May 2025 and May 2026.
Is the health insurance from USI Insurance Services affordable enough for their workers?
100% of people say the health insurance costs are okay
Based on data from 31 people who took the Breakroom Quiz between May 2025 and May 2026.
Do people get paid time off at USI Insurance Services?
100% of people say they get paid time off.
Based on data from 34 people who took the Breakroom Quiz between May 2025 and May 2026.
Do workers at USI Insurance Services worry about hours?
100% of people report they don’t worry about getting enough hours.
Based on data from 22 people who took the Breakroom Quiz between November 2024 and February 2026.
Do USI Insurance Services workers get to choose the shifts they work?
67% report that they have enough control over which shifts they work.
Based on data from 15 people who took the Breakroom Quiz between November 2024 and December 2025.
How easy is it for USI Insurance Services workers to change shifts?
83% of people report that it’s easy to change shifts if they need to.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and October 2025.
How easy is it to get time off at USI Insurance Services?
82% of people report it’s easy to get time off.
Based on data from 33 people who took the Breakroom Quiz between May 2025 and May 2026.
Do USI Insurance Services managers change schedules at the last minute?
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 23 people who took the Breakroom Quiz between November 2024 and February 2026.
Do jobs at USI Insurance Services spill into time workers aren’t paid for?
19% of people report that their job takes up time that they don’t get paid for.
Based on data from 21 people who took the Breakroom Quiz between November 2024 and February 2026.
How easy is it to take sick days at USI Insurance Services?
82% of people report that it’s easy to take time off if they are sick.
Based on data from 33 people who took the Breakroom Quiz between May 2025 and May 2026.
Is working at USI Insurance Services good if you’re a parent or caregiver?
92% of people who care for a child or other relative report this is a good place to work.
Based on data from 25 people who took the Breakroom Quiz between November 2024 and April 2026.
Do people at USI Insurance Services feel treated with respect by their managers?
100% of people say they’re treated with respect by their managers.
Based on data from 33 people who took the Breakroom Quiz between May 2025 and May 2026.
Do people at USI Insurance Services get to take their breaks without interruption?
90% of people report that they get to take their breaks without interruption.
Based on data from 31 people who took the Breakroom Quiz between May 2025 and May 2026.
Is it stressful to work at USI Insurance Services?
70% of people say they often feel stressed out at work.
Based on data from 33 people who took the Breakroom Quiz between May 2025 and May 2026.
Do people at USI Insurance Services enjoy their jobs?
76% of people report they enjoy their job.
Based on data from 55 people who took the Breakroom Quiz between November 2024 and May 2026.
Do people at USI Insurance Services recommend working with their team?
69% of people report that they would recommend working with their immediate team to a friend.
Based on data from 35 people who took the Breakroom Quiz between May 2025 and May 2026.
Do people get enough training when they start at USI Insurance Services?
82% of people report they got enough training when they started working here.
Based on data from 34 people who took the Breakroom Quiz between May 2025 and May 2026.
Do people get support to advance at USI Insurance Services?
In the last year, 77% of people report being given support to advance their career here.
Based on data from 31 people who took the Breakroom Quiz between May 2025 and May 2026.
Do people think USI Insurance Services’s headquarters understands what’s happening where they work?
59% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 58 people who took the Breakroom Quiz between November 2024 and May 2026.
Do workers feel well informed about how USI Insurance Services is doing?
87% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 31 people who took the Breakroom Quiz between May 2025 and May 2026.
What other companies are hiring for Data Analyst jobs?
What are the most popular jobs at Usi Insurance Services?
What are the most popular categories at Usi Insurance Services?
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 3 days ago
Job description
Summary
As a USICG VP, Retirement Plan Services representative, you will be responsible for consulting with USI employee benefit and property & casualty clients to convert 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.
Responsibilities:
- Lead new business expansion. Identify profitable cross-sell opportunities, develop USI producer relationships, direct USI client outreach, engage strategic partners, analyze publicly available retirement information, and execute marketing campaigns.
- 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.
- Perform analytical review of current plan documents and proposals. Includes pricing and product service capabilities and collaborating with department leaders on final presentations.
- Work with product providers and internal service teams to ensure accurate implementation of retirement plan business.
- Conduct annual plan health reviews and coordinate employee education meetings.
- Work with product providers to implement any necessary plan or service modifications.
- Manage and retain assigned book of business. Includes responding to client inquiries regarding plan questions and vendor services.
- Measure service quality and ensure that client deliverables are met on an ongoing basis.
- Maintain up-to-date knowledge of retirement plan legislation, recordkeeper pricing/product, and technology changes.
Knowledge, Skills and Abilities:
- Comprehensive knowledge of 401(k) DC plans
- 2+ years' experience in a sales related capacity
- Series 6, 63 & 65 or Series 7 & 66 required or willingness to obtain
- Bachelor's Degree preferred
- Excellent verbal, written, and interpersonal communication skills
- Working knowledge of Microsoft Office suite of products
- Strong organizational skills and attention to detail
#LI-AG2
USI Consulting Group (USICG) is a premier provider of defined contribution and defined benefit plan consulting and administration services. We are an affiliate company 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 LLC. We are a team of 600 associates and growing. We are very competitive and enjoy a strong reputation in the mid-market space, with over $122 million in U.S. revenue and an affiliated advisor with over $35.5B billion in assets under advisement.
USICG provides specialized expertise in retirement plan design, administration, consulting, investments, regulatory & compliance for thousands of clients nationwide. Our clients consist of public and private sector employers, not-for-profit organizations, mid-market and Fortune 1000 companies.
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 family leave benefit as well as paid holiday time.