Ancillary Service Analyst

USI Insurance Services; Warrendale (Allegheny County); On-site; USD 47,000 - 57,000; Full time

Job summary

USI Insurance Services offers a 12-month Emerson Rogers Career Track Program designed to build a career in employee benefits, broker relations, and client service. You will gain hands-on experience, participate in mentorship, and handle increasing responsibilities as your knowledge grows.

The program includes structured training over 950 hours, with a phased blend of training and hands-on work. You will support brokers, processing of new business, renewals, and client deliverables.

Qualifications

• Associate degree is required.
• Strong problem solving and analytical skills are needed.
• Proficiency with Microsoft Excel is required.

Responsibilities

• Gain hands-on experience supporting broker service activities, policy administration, and client deliverables.
• Assist with claims, billing inquiries, and other service-related requests.
• Support processing of new business, renewals, and Broker of Record letters.
• Process plan changes, endorsements, and policy updates submitted by account executives.
• Maintain commissions records, client databases, and case documentation.
• Prepare financial analyses and client-facing deliverables for various business segments.
• Identify cost-saving opportunities using analytical tools and templates.
• Illustrate renewals and new business proposals for clients.
• Manage workflow to ensure timely completion of deliverables.
• Stay current on insurance regulations and carrier programs; participate in team meetings and mentorship.

Skills

Excel

Problem solving

Time management

Communication

Education

Associate degree

Job description

About the Role

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
• Months 4–6: 50% training / 50% hands‑on experience
• Months 7–12: 20% training / 80% hands‑on experience

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 .

Salary: $52,000