Qureos Mentor

USI Insurance Services

<div><div><div><div><div><b>General Description:</b> Responsible for the management of all operations for book of brokers in assigned division. Provide the highest standards in General Agency services and relationships. Assist in the attainment of corporate goals and objectives.</div><div></div><div><b><br>
Responsibilities:</b></div><div><ul><li>
Accountable for day-to-day management of Broker Consultants and Benefit Administrators. Includes monitoring work product, approving timecards and PTO requests, and performance management.</li><li>
Provide training, coaching, and mentoring to assigned team members. Includes feedback for performance reviews and performance improvement plans.</li><li>
Promote Emerson Rogers culture in alignment with the philosophies and mission statement.</li><li>
Collaborate with OpCo President/Market Leader and other members of the management team. Ensure department&rsquo;s highest level of service and efficiency.</li><li>
Work with Human Resources to define the organizational structure. Includes coordinating recruiting and staff development.
</li><li>Serve as a point of escalation for team members.</li><li>
Make recommendations for process improvement to achieve operational goals and capacity management.</li><li>
Participate, as needed, in interviewing, hiring, training, and development of operations staff.</li><li>
Support the carrier/vendors goals and objectives.</li><li>
Resolve day-to-day service issues for brokers and vendors.</li><li>
Educate, advise, and aid brokers on all compliance topics. Includes ERISA, COBRA, FMLA, 5500s, and Health Care Reform.
</li><li>Process new business applications. Ensure cases are installed quickly and accurately by the vendor.</li><li>
Process all policy changes, endorsements, and other requests of clients and brokers.</li><li>
Identify cross-selling opportunities for ancillary and worksite.</li><li>
Participate with Account Executive on sales opportunities as needed.</li><li>
Stay current with industry and new product information, legislation, technology, and trends.</li></ul></div><div></div><div><b><br>
Knowledge, Skills and Abilities:</b></div><div><ul><li>
5+ years of experience working in a group health insurance setting. Prior supervisory experience preferred.</li><li>
Bachelor&rsquo;s degree preferred.</li><li>
Must hold a Life, Accident &amp; Health license.</li><li>
Expert knowledge of products, services, competitive offerings, market needs, and industry trends.</li><li>
In-depth knowledge of agency management system functionality, workflow procedures, underwriting, sales, and service processes.</li><li>
Detailed understanding of all types of health/ancillary benefit plan designs, financial models, enrollment, and carrier processes.</li><li>
Effective leadership skills with ability to manage others effectively.</li><li>
Strong analytical skills. Ability to use and interpret benefit related facts and figures.</li><li>
Ability to work in a fast-paced, team environment.
</li><li>Strong organizational skills. Ability to set priorities and manage deadlines.</li><li>
Strong communication and presentation skills. Includes ability to maintain relationships with clients, carriers, vendors, and other business contacts.
</li><li>Working knowledge of Microsoft Office products, including Word, Excel, and PowerPoint.</li></ul><div>
#LI-EN1</div></div>
</div></div><div><div><div><p><i>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</i><i>.</i></p></div></div></div></div></div>

Manager Broker Services

<p></p><div><div><div><div><div>The Property &amp; Casualty Practice Leader is a key part of the Leadership Team and is responsible for driving growth by leading a team of brokers/producers for the San Antonio P&amp;C practice. This role will be responsible for creating a business plan and executing on initiatives to include: coaching/development, client retention, recruiting, and driving continuous profitable revenue.</div><div></div><div><b><br>
Primary Responsibilities:</b></div><ul><li><div>
Coach and develop newly hired and seasoned producers/brokers, help close business</div></li><li><div>
Drive revenue and organic growth through client retention and new business development</div></li><li><div>
Partner with a dedicated local, in-house recruiting team to source, recruit, hire, and train producers/brokers to meet annual hiring targets</div></li><li><div>
Partner with the operations team to ensure the highest level of client satisfaction and retention</div></li><li><div>
Execute and lead our core processes and playbook to close new business</div></li><li><div>
Lead strategy sessions with resource teams and producers to prepare for prospect and client meetings</div></li><li><div>
Attend prospect and client meetings with producers and resource teams</div></li><li><div>
Lead and execute effective sales sessions on a weekly basis for both new and established producers.</div></li><li><div>
Create positive synergy within the local office practice to encourage two-way cross-selling with the EB team</div></li><li><div>
Assist in developing sales and marketing strategies along with communications to optimize USI&rsquo;s position in the marketplace.</div></li><li><div>
Positively and proactively represent USI in meetings, seminars, trade shows, and networking events following USI National Strategy and graphic standards.</div></li><li><div>
Develop positive carrier relationships</div></li><li><div>
Drive utilization and keep current all prospecting and relationship-building opportunities within the company&rsquo;s Salesforce CRM</div></li></ul><div></div><div><b><br>
Key Performance Metrics:</b></div><ul><li><div>
Simple Net New (SNN): New business exceeds lost business</div></li><li><div>
Direct contribution margins (controllable within the practice)</div></li><li><div>
Organic revenue growth (net of rate, exposure and acquisitions changes)</div></li><li><div>
Execution of USI Playbook</div></li><li><div>
Recruiting, hiring and development of team</div></li></ul><p></p><div><b><br>
Required Skills:</b></div><ul><li><div>
5 -10 + years of commercial insurance brokerage experience</div></li><li><div>
3 + years of experience leading and coaching a team of sales professionals within a structured sales environment (preferred)</div></li><li><div>
Track record of successful individual P&amp;C broker experience</div></li><li><div>
Deep knowledge and expertise in Property and Casualty</div></li><li><div>
Proven track record for meeting or exceeding revenue targets</div></li><li><div>
Consultative, positive and resourceful approach to interacting with prospects, clients and associates</div></li><li><div>
Proven ability to establish relationships and work collaboratively with team members in other practices and at all levels to effectively sell and deliver on client needs</div></li><li><div>
An executive presence with polished and well developed written and oral communication skills</div></li><li><div>
Undergraduate degree</div></li></ul><div></div><div><b><br>
Travel Requirements:</b></div><div></div><ul><li>
Domestic travel to client sites typically within region (10%)</li></ul><div></div><p><i><br>
USI Insurance Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.</i></p><p></p>
</div></div><div><div><p><i>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.</i></p></div></div></div></div>

P&C Practice Leader - Austin, TX

<div><div><div><div><p><b>General Description: </b>Manage 30 to 50 middle-market Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives.<br>
</p><p></p><br>
<p><b>Responsibilities:</b></p><ul><li>
Provide proactive, personalized support to assigned Commercial Lines clients.
</li><li>Provide insurance technical expertise to clients and other members of the Account Management team.
</li><li>Responsible for marketing and placement of client Commercial Lines insurance renewals.
<ul><li>With assistance from Account Representatives, prepare client applications for review.</li><li>
Determine most-appropriate carriers for market pricing.</li><li>
Analyze and compare carrier quotes and coverage offerings.
</li><li>Make insurance program recommendations to clients.</li></ul></li><li>
Manage client renewal expirations and avoid any lapse in coverage.</li><li>
Negotiate with carriers on behalf of clients.</li><li>
Process policies, endorsements and audits as needed.</li><li>
Champion client cross-selling initiatives and develop customer accounts.</li><li>
Represent client interests in internal USI account strategy meetings.</li><li>
Delegate administrative client tasks to assigned Account Representatives.
</li><li>Respond to underwriters&rsquo; questions in a timely and professional manner.</li><li>
Maintain a high degree of accuracy in agency management systems.</li>
Occasional in-person attendance at face-to-face client meetings.<br>
<li>
</li></ul><p></p><br>
<p><b>Knowledge, Skills and Abilities:</b></p><ul><li>
2-5 years experience in a Commercial Lines agency. College degree preferred.</li><li>
Strong understanding of Property &amp; Casualty insurance.
</li><li>Must hold or be willing to earn Property &amp; Casualty insurance license.</li><li>
Industry designation such as ARM, CIC, CPCU preferred</li><li>
Comfortable with internet-based programs and Microsoft Office products.</li><li>
Knowledge of Sagitta / ImageRight preferred, but not required.</li><li>
Able to work in a fast-paced, team environment with minimal instruction.</li><li>
Keep informed about industry information, technology and trends.</li></ul><div></div><div><div><br>
#LI-DS2</div><div>
#LI-HYBRID</div></div>
</div></div><div><div><p><b>Why USI?</b><br>
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.</p><p><b>
Unrivaled Resources and Support</b><br>
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the <b>USI ONE Advantage&reg;</b>, 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&reg; represents Omni, Network, Enterprise&mdash;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.</p><p><b>
Industry-Leading Programs, Rewards, and Recognition</b><br>
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 <b>employee programs</b> 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.</p><p><b>
Deep Community Engagement</b><br>
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 &ndash; to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint &ndash; we&rsquo;re working <b>together as ONE</b> to build a better future.</p><p><b>
Committed to a Diverse and Inclusive Workplace</b><br>
Our award-winning <b>I&rsquo;m With U</b> 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.</p><p><b><br>
Nationally Recognized as a Top Insurance Employer</b></p><ul><li>
Recognized as one of Insurance Business America&rsquo;s Top Insurance Employers eight consecutive years (2018-2025).</li><li>
Named to Business Insurance&rsquo;s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).</li><li>
Named to Fortune&rsquo;s Best Workplaces in Financial Services &amp; Insurance list for the last two years (2024-2025).</li><li>
Certified as a Great Place To Work two years in a row (2024-2025).</li></ul><p>
Visit our <b>Awards and Accolades page</b> for a complete list of our latest industry awards and recognitions!</p>
</div></div><div><div><div><p><i>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</i><i>.</i></p></div></div></div></div></div>

CL Account Manager

<div><div><div><div><div><b>General Description:</b> Manages Employee Benefits insurance accounts and services as their day-to-day contact.</div><div></div><div><b><br>
Major Responsibilities:</b></div><div><ul><li>
Manage a book of business comprised of fully insured clients but may include some self-insured clients.</li><li>
Provide proactive, personalized support to assigned clients. Act as the primary contact between clients and insurance carriers.</li><li>
As needed, preparation of materials needed for client meetings. Educate, advise and aid clients on all Compliance topics. Including, but not limited to ERISA, COBRA, FMLA, 5500s and Health Care Reform.</li><li>
Set up new group insurance contracts for existing clients or new clients.</li><li>
Manage the renewal process including the preparation of appropriate contractual changes.</li><li>
Implement and manage programs recommended by technical resources (e.g. wellness, communications, strategies, pharmacy)</li><li>
May be responsible for the marketing and placement of new benefit products.</li><li><ul><li>
Prepare client application for review</li><li>
Determine most appropriate carriers</li><li>
Analyze and compare carrier quotes and coverage offerings</li><li>
Make recommendations to clients</li></ul></li><li>
Develop alternative strategies, plan modeling and cost reduction opportunities.</li><li>
Champion client cross-selling initiatives and develop customer accounts.</li><li>
Conduct on-site meetings to communicate or administer benefit plans.</li><li>
Coordinates, manages and attends client meetings both virtually and in person</li><li>
Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.</li><li>
Resolution support and oversight for client issues such as contract clarifications and billing.</li></ul></div><div></div><div><b><br>
Knowledge, Skills and Abilities:</b></div><div><ul><li>
2-4 years experience in employee benefits industry or related marketplace. College degree preferred.</li><li>
Prior customer service experience is preferred.</li><li>
Must hold or be willing to earn life and disability insurance license.</li><li>
Comfortable with internet-based programs and Microsoft Office products.</li><li>
Ability to set priorities and manage deadlines.</li><li>
Ability to work in a fast-paced, team environment with minimal instruction.</li><li>
Keep informed about industry information, technology and trends.</li><li>
Ability to carry out complex tasks with many concrete and abstract variables.</li></ul></div><div></div><div><div><br>
#LI-DS2</div><div>
#LI-HYBRID</div></div>
</div></div><div><div><p><b>Why USI?</b><br>
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.</p><p><b>
Unrivaled Resources and Support</b><br>
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the <b>USI ONE Advantage&reg;</b>, 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&reg; represents Omni, Network, Enterprise&mdash;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.</p><p><b>
Industry-Leading Programs, Rewards, and Recognition</b><br>
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 <b>employee programs</b> 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.</p><p><b>
Deep Community Engagement</b><br>
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 &ndash; to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint &ndash; we&rsquo;re working <b>together as ONE</b> to build a better future.</p><p><b>
Committed to a Diverse and Inclusive Workplace</b><br>
Our award-winning <b>I&rsquo;m With U</b> 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.</p><p><b><br>
Nationally Recognized as a Top Insurance Employer</b></p><ul><li>
Recognized as one of Insurance Business America&rsquo;s Top Insurance Employers eight consecutive years (2018-2025).</li><li>
Named to Business Insurance&rsquo;s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).</li><li>
Named to Fortune&rsquo;s Best Workplaces in Financial Services &amp; Insurance list for the last two years (2024-2025).</li><li>
Certified as a Great Place To Work two years in a row (2024-2025).</li></ul><p>
Visit our <b>Awards and Accolades page</b> for a complete list of our latest industry awards and recognitions!</p>
</div></div><div><div><div><p><i>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</i><i>.</i></p></div></div></div></div></div>

Account Manager - Employee Benefits

Account Manager - Commercial Lines

Join USI Insurance Services and explore 5   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

USI Insurance Services

About Company

Manager Broker Services

P&C Practice Leader - Austin, TX

CL Account Manager

Account Manager - Employee Benefits

Account Manager - Commercial Lines