Ancillary Service Analyst

USI Insurance Services; Phoenix (AZ); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health benefits

401(k)

Paid time off

Paid family leave

Paid holidays

Disability insurance

Job summary

USI Insurance Services in Phoenix offers a 12-month Emerson Rogers Career Track Program designed for individuals pursuing a career in employee benefits, broker relations, and client service. You’ll gain hands-on experience supporting brokers while developing skills to manage a book of business and broker relationships.

Participants will work with experienced employee benefits professionals, undergo structured mentorship, and gradually assume more responsibility as knowledge grows, including

Qualifications

• Associate degree required and strong Excel skills needed.
• Ability to manage multiple priorities and meet deadlines.
• Willingness to learn and take on new challenges in a client service role.

Responsibilities

• Support broker service activities, policy administration, and client deliverables.
• Assist with claims, billing inquiries, and service-related requests.
• Support processing of new business, renewals, and Broker of Record letters with timely, compliant execution.
• Update plan changes, endorsements, and client requests while maintaining records.
• Prepare financial analyses and client-facing deliverables for various business segments.

Skills

Problem solving

Time management

Communication

Team collaboration

Education

Associate degree

Tools

Microsoft Excel

Job description

This 12-month career development program is designed for individuals interested in building a career in employee benefits, broker relations, and client service. You'll gain hands‑on experience supporting brokers while developing the skills needed to manage a book of business and broker relationships.

Throughout the program, you’ll work alongside experienced employee benefits professionals, participate in a structured mentorship program, and take on increasing responsibility as your knowledge and confidence grow. Through a combination of formal training and practical experience, you’ll develop the technical, operational, and relationship management skills needed to succeed as an Ancillary Service Analyst. You’ll also have opportunities to connect with peers and leadership across the organization and get involved in networking and community initiatives, including USI Gives Back.

Program Overview:

The Emerson Rogers Career Track Program offers more than 950 hours of structured training and practical, hands‑on work experience. The program is designed to gradually transition you from training to real‑world responsibilities:

• Months 1–3: 100% training

What You’ll Be Doing:

• Gain hands‑on experience supporting broker service activities, policy administration, and client deliverables.
• Assist with claims, billing inquiries, and other service‑related requests.
• Support the processing and implementation of new business, renewals, and Broker of Record letters, ensuring timely completion and compliance with carrier requirements.
• Process plan changes, policy updates, endorsements, and other requests submitted by account executives, broker consultants, and brokers.
• Maintain commission records, client databases, and case documentation in accordance with established workflows and procedures.
• Prepare financial analyses and market review analyses, summarize key findings, and create client‑facing deliverables for a variety of business segments.
• Help identify cost‑saving opportunities using analytical tools, checklists, and templates.
• Illustrate insurance carrier renewals and new business proposals.
• Manage assigned workflow to ensure timely and accurate completion of deliverables.
• Stay current on insurance regulations, carrier products, underwriting guidelines, and value‑added programs offered by Emerson Rogers.
• Participate in team meetings, training and mentorship opportunities to build expertise and learn how client strategies and recommendations are developed.

You’ll Be a Great Fit If You:

• Have an associate degree (required).
• Enjoy solving problems and thinking critically.
• Are proficient in Microsoft Excel and other business technology applications.
• Demonstrate effective organizational and time management skills, with the ability to manage multiple priorities and meet deadlines.
• Are committed to delivering accurate, high‑quality work.
• Communicate clearly and work well with others.
• Show initiative, accountability, and a willingness to learn and take on new challenges.

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.