USI Insurance Services · 1 week ago
Employee Benefits New Business Coordinator, Select
Columbia, SC
Full-time
Onsite
Entry Level
1+ years expUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, and they are seeking an Employee Benefits New Business Coordinator to support their small employee benefits sales and account management teams. This role involves assisting with the transition of new business cases from sales to operations and ensuring effective onboarding and implementation processes for new clients.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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
Qualification
Required
1 year Employee Benefits experience
Must hold Health, Life and Disability insurance license
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
Preferred
College degree preferred
Customer service experience preferred
Knowledge of BenefitPoint and ImageRight preferred
Benefits
Employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives
Award-winning wellness program
College scholarships for associates' children
Financial help in times of need
Medical, wellness, dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Generous paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
Company data provided by crunchbase