Employee Benefit New Business Coordinator, Select

Location This is a mainly remote role but must sit in Texas and be commutable to a local USI office. Responsibilities Assist with the onboarding of new sales and work with Select producers and the operations team leader/implementation specialist. Facilitate the transfer of new sales from producers to the appropriate operations team member. Serve as the subject matter expert for producers on new client implementation forms and processes. Assist with preparation of materials for submission of new business to insurance carriers, including 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 missing information for new business 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. Qualifications Minimum one year employee benefits/insurance experience. Entry‑level position. College degree preferred. Customer service experience preferred. Must hold a Health, Life and Disability insurance license. Knowledge of BenefitPoint and ImageRight 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 pursue professional development. Open to feedback and coaching. Ability to define problems and generate potential solutions. Benefits USI offers a full suite of competitive benefits, including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short‑ and long‑term disability, life insurance, and other employer‑sponsored and voluntary programs. Employees also receive a generous paid time off policy, paid family leave, and paid holiday time. USI is an Equal Opportunity Employer. #J-18808-Ljbffr USI Insurance Services