USI Holdings Corporation

Developing and managing sales training and onboarding programs, creating training modules, and supporting sales and marketing initiatives. | 5+ years in marketing or sales support, proficiency in PowerPoint, experience with recording/editing tools, and strong project management skills. | Description and Requirements The Role: As the National Sales Support Manager, you will oversee the Emerson Rogers sales training program and drive both internal and external sales and marketing initiatives to support offices nationwide. This is a pivotal role that ensures our teams are equipped with the knowledge and tools they need to succeed. What You'll Do: • Develop and manage comprehensive sales training and onboarding programs for production staff. • Coordinate logistics to ensure a consistent onboarding and educational experience across the organization. • Partner with National Market and Sales Leaders to organize and deliver engaging educational content. • Create, record, and edit training modules for our LMS (ULearn) and Brainshark platforms. • Facilitate role-playing exercises and Engagement Day activities to enhance learning. • Research and implement new training, marketing, and prospecting strategies. • Update and assign eLearning courses, skills assessments, and development roadmaps. • Create and maintain detailed reports on onboarding, attendance, and course completion. • Collaborate with training teams and national leaders, and assist with CRM reporting as needed. • Travel occasionally to attend sales summits, training sessions, and company events. What We're Looking For: • 5+ years of experience in marketing or sales support; experience in financial or professional services is preferred. • Bachelor's degree in marketing, communications, or a related field is preferred. • Ability to work independently in a fast-paced, deadline-driven environment. • Proficiency in Microsoft Office, with advanced PowerPoint skills required. • Experience with social platforms such as Sales Navigator, LinkedIn, X, and Facebook. • Familiarity with recording and editing tools like Brainshark, Webex, and Screen Cast. • Strong understanding of marketing and branding strategies. • Proven success supporting sales, branding, or communications initiatives. • Excellent project management, communication, and analytical skills. • Highly organized, team-oriented self-starter with the ability to manage multiple priorities. • Comfortable engaging with all levels of leadership. 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. $75-86k

Assist in account management tasks related to employee benefits, client communication, and data coordination. | Bachelor's degree, strong organizational and communication skills, proficiency in MS Office, and ability to work independently. | Start Date: July 6th, 2026 General Description: The Employee Benefits Account Representative Career Development Program provides in-depth training to prepare associates for client-facing and customer-oriented roles. Throughout the training program, associates join a mentorship business group, led by industry experts, to further develop skills while increasing role-specific levels of responsibility. The program also offers organized activities for participants to meet senior executives and network with team members across business lines, as well as opportunities to get involved through our USI Gives Back campaign, where each of the company’s more than 200 offices volunteer in local community service. What You’ll Learn You will be immersed in the fundamentals of employee benefit consulting including: • The USI ONE Advantage® processes and best practices, a key differentiator between us and other brokerages. Program Overview: The Employee Benefits Career Track Program provides over 1,300 hours of formalized training sessions and practical hands-on work experience. • Training: Hands On • Months 1-3: 100% training • Months 4-6: 50% training; 50% fieldwork • Months 7-18: 20% training; 80% fieldwork • Networking and relationship-building skills You will assist in all aspects of account management including: • Day-to-day account management across a mixture of business segment clients. • Participate in fulfilling client services needs such as coordinating receipt of employee ID cards, client coverage booklets, and contracts. • Gather client census data to assist with the renewal process. • Conduct insurance contract reviews and verify accuracy of client plan documents. • Provide resolution support for enrollment, premium bill, and escalated claim issues. • Coordinate applications/forms used to implement insurance products. • Prepare communication materials needed for client meetings. Includes benefit summaries and guides, mobile application setup, recorded PowerPoint presentations, and more. • Attend internal and external client strategy meetings. Ideal Candidate Qualifications: • Bachelor’s degree. • Strong organizational, multi-tasking, and prioritizing skills. • Strong time management skills and ability to meet deadlines. • High attention to detail and accuracy skills. • Ability to follow policies, procedures, and regulations. • Excellent verbal, written, and interpersonal communication skills. • Ability to work effectively, as well as independently, in a team environment. • Problem solving and critical thinking skills. • Ability to take on a high level of responsibility, initiative, and accountability. • Proficiency in Microsoft Office suite, including Excel, Word, and PowerPoint. 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 12 paid holidays.

Manage and retain a book of small employee benefits accounts, serve as primary client contact, handle renewals and marketing of benefit products, and provide insurance technical expertise. | 3-5 years experience in employee benefits or related field, life and disability insurance license, customer service experience, college degree preferred, strong communication and organizational skills. | General Description: Manage and retain a book of assigned small employee benefits accounts. Serve as clients’ day-to-day contact. • *This is a remote role however candidates must sit near a USI Office in Portland, Oregon or Seattle, Washington** Responsibilities: • Service a high volume of accounts independently, without sales associate’s involvement. Utilize carrier websites and online rating systems. • Provide proactive, personalized support to assigned clients. Function as primary contact between clients and insurance carriers. • Provide insurance technical expertise to clients. Educate, advise, and aid clients on all compliance topics. Includes ERISA, COBRA, FMLA, 5500s and Health Care Reform. • Respond to requests for information, documents, and employee benefits insurance inquiries. • Manage the renewal process for accounts including the preparation of appropriate contractual changes. Communicate final placement details and instructions to insurers and clients. • Manage the marketing and placement process for new benefit product offerings. Includes preparation of client application and determining most appropriate carriers. Analyze and compare carrier quotes and products. Make recommendations to clients. • Coordinate and manage client communications via email, phone, and virtual online meetings. • Develop employee communications for renewal changes, enrollment procedures, benefit changes, and/or clarifications. • Introduce clients to USI Benefit Resource Center for resolution support. Includes assistance with claims issues and benefit plan/policy questions. • Introduce clients to USI value-add services where appropriate. • Maintain a high degree of accuracy in agency management and document management systems. • Ensure client deliverable standards are met. Participate in peer review with team members. • Keep current with industry information, technology, and trends. Knowledge, Skills, and Abilities: • 3-5 years’ experience in employee benefits industry or related marketplace. • College degree preferred. • Customer service experience preferred. • Must hold life and disability insurance license. • Comfortable with internet-based programs and Microsoft Office products. • Ability to set priorities and manage deadlines. • Ability to work in a fast-paced, team environment with minimal instruction. • Ability to conduct complex tasks with many concrete and abstract variables. • Strong oral and written communications skills. • Ability to define problems and generate potential solutions. #LI-CG1 #LI-Remote Why USI? With more than $2.7 billion in revenue and over 10,000 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, Equitable, and Inclusive Workplace Our award-winning I’m With U diversity, equity, 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 for the seventh consecutive year (2018-2024). • Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024). • Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list. • Honored by Glassdoor as a Best-Led Company in the U.S. in 2024. • Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024 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: $65,000- $80,000. This is a bonus eligible position with a target incentive of 5%.