Employee Benefits Sales Underwriter - Southeast Region

USI Insurance Services; Jacksonville (FL); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Employee Benefits Sales Underwriter to join their dynamic team in the Southeast Region. This client-facing role involves analyzing complex benefit programs and delivering tailored financial solutions. With over 10 years of experience in the employee benefits field, you will collaborate with sales and service teams, providing insights and strategies that drive client success. The position offers the flexibility of remote work while requiring occasional travel to client sites. Join a company committed to growth, diversity, and employee recognition, and take your career to the next level.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Flexible Spending

Paid Time Off

Family Leave Policies

Qualifications

• 10+ years of experience in employee benefits or related field.
• Willingness to obtain a state Life & Disability license.
• Broad insurance industry knowledge.

Responsibilities

• Act as a resource for sales teams, developing strategic plans for clients.
• Analyze and prepare financial reports, including claims and market analysis.
• Provide underwriting review and technical insights to clients.

Skills

Employee Benefits Knowledge

Negotiation Skills

Mathematical Skills

Organizational Skills

Communication Skills

Data Analytics

Problem-Solving Skills

Critical Thinking Skills

Education

High School Diploma

College Degree

Tools

Adobe

Microsoft Office

Excel

Word

Job description

Employee Benefits Sales Underwriter - Southeast Region

Join to apply for the Employee Benefits Sales Underwriter - Southeast Region role at USI Insurance Services.

General Description: This client-facing position involves analyzing information to create and deliver financial solutions for prospective and existing clients with complex benefit programs. The Employee Benefits Sales Underwriter will support the Southeast Region remotely, residing in Florida, with travel to USI offices and clients as needed.

Responsibilities:

1. Act as a resource for sales teams, developing strategic plans for prospects and larger clients.
2. Collaborate with service teams to articulate clients’ objectives and deliver proactive solutions.
3. Provide underwriting review, technical insights, and guidance on financial concepts to prospects and clients.
4. Explain market influences and experience trends affecting benefit costs.
5. Participate in sales presentations, leading financial analysis and discussions.
6. Utilize and demonstrate data analytics tools.
7. Analyze and prepare financial reports, including claims, trend analyses, market analysis, and funding projections.
8. Develop alternative funding strategies and cost reduction opportunities using analytical tools.
9. Review group insurance contracts and financial arrangements technically.
10. Provide leadership, including tool development, research, and mentorship of junior staff.
11. Maintain industry knowledge and foster carrier relationships.

Knowledge, Skills, and Abilities:

• 10+ years of experience in employee benefits or related field.
• High school diploma required; college degree preferred.
• Willingness to obtain a state Life & Disability license.
• Broad insurance industry knowledge.
• Strong negotiation, mathematical, organizational, and communication skills.
• Proficiency with Adobe, Microsoft Office, especially Excel and Word.
• Advanced problem-solving and critical thinking skills.

Why USI?

USI is a leading insurance brokerage with over $2.7 billion in revenue, 10,000+ associates, and approximately 200 offices nationwide. We foster a dynamic culture of growth, support, and recognition through various programs, including the USI ONE Advantage, industry awards, and community engagement initiatives. We are committed to diversity, equity, and inclusion, and recognized as a top employer in our industry.

USI offers comprehensive benefits including health, wellness, dental, vision, 401(k), flexible spending, disability, life insurance, generous paid time off, and family leave policies.