Sales Underwriter - Employee Benefits

USI Insurance Services; Greenville (SC); Remote; USD 80,000 - 110,000; Full time

Job summary

Join a leading insurance brokerage as a Sales Underwriter specializing in Employee Benefits. In this remote role, you'll leverage over 10 years of experience to create financial solutions, collaborate with clients, and mentor team members. You'll be instrumental in delivering expert underwriting and strategic insights to clients, contributing to their success while furthering your career in a dynamic environment.

Benefits

Competitive benefits

Strong professional culture

Community engagement initiatives

Qualifications

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

Responsibilities

• Analyze information to create financial solutions for clients.
• Develop strategic plans for larger clients.
• Utilize data analytics tools for financial reporting.

Skills

Negotiation

Mathematical skills

Organizational skills

Communication skills

Problem-solving

Critical thinking

Education

High School diploma

College degree

Tools

Adobe

Microsoft Office

Excel

Word

Job description

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

USI Insurance Services is hiring an Employee Benefits Sales Underwriter for our Midsouth Region! This is a remote role, but candidates must reside in North Carolina, South Carolina, or Georgia.

Job Description and Responsibilities

Client-facing position that acts as an engaged participant in the sales process. Responsible for analyzing information to create and assist with delivery of financial solutions for prospective and existing clients with complex benefit programs.

• Develop strategic plans and solutions for prospects and larger clients.
• Collaborate with service team members to articulate clients’ objectives and deliver proactive solutions.
• Provide expert underwriting review and technical insight, guiding on financial concepts and analytical materials.
• Explain external market influences and internal experience trends affecting benefit costs.
• Participate in finalist sales presentations, leading financial analysis and discussions.
• Utilize data analytics tools for demonstrations and analysis.
• Analyze and prepare financial reporting packages, including claims utilization, trend analyses, rate modeling, and benchmarking.
• Develop strategies for funding, network, and plan design to reduce costs.
• Review group insurance contracts and financial arrangements technically.
• Lead initiatives, develop tools, and mentor team members.
• Maintain industry knowledge and develop carrier relationships.

Qualifications

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

Why USI?

USI is a top insurance brokerage with over $2.7 billion revenue, 10,000+ associates, and multiple industry awards. We offer competitive benefits, a strong professional culture, and community engagement initiatives.

Additional Information

This is a mid-senior level, full-time position in Finance and Sales within the insurance industry. The role is remote but based in NC, SC, or GA.