Requirements

Description and Requirements

General Description: Create and implement effective wellness and population health management (PHM) strategies. Includes reduce costs, improve member health status, and attract and retain talent. Assist with new business sales and retain existing clients with 100+ employees. Provide clients’ tools, resources, and assistance.

Responsibilities

Participate in briefings and sales presentations for potential clients with 100+ employees. Act as expert in data management tool. Review USI concepts, practices, and service expectations.
Develop and deliver strategic solutions specific to client needs. Participate in strategic planning sessions and PHM specific meetings.
Analyze and recommend vendor/carrier-based services, products, and pricing. Work with client and vendor(s) to establish baseline metrics and monitoring methodology.
Serve as liaison between USI, the insurer, and outside vendors.
Partner with internal teams to create customized wellness strategy options for clients. Focus on metrics, outcomes, education, programs, and policy/environment.
Review client utilization and cost data to identify PHM opportunities and recommend strategies. Meet with assigned $100,000+ clients to review annual wellness statistics.
Participate in national team meetings and monthly team calls. Develop and execute internal training calendar for the region.
Implement USI strategy with new clients. Transition of existing clients to appropriate platform.
Maintain data tracking tools for corporate reporting.
Collaborate with team to enhance client communication materials, including national newsletter.
Develop and deliver PHM training to internal and external audiences in line with national strategies and initiatives. Includes wellness seminar content for prospects and clients.
Work with internal partners and carriers. Ensure accurate and timely response to issues.
Keep current with medical carrier and vendor wellness offerings, resources, and industry trends. Educate benefits consultants and account executives.

Knowledge, Skills And Abilities

2-5 years of experience working directly with wellness/health promotion programs.
Bachelor’s degree required. Master's degree preferred. Concentration in health sciences field, such as nutrition, sports/fitness, or nursing preferred.
Must hold or willing to obtain state Life, Accident and Health insurance license.
Travel up to 25-30% of the time.
Basic knowledge of medical terms. Includes chronic conditions such as high cholesterol, high blood pressure, and diabetes.
Experience with strategy development, health-related policy, and environmental interventions. Some industry (carrier/broker/vendor) exposure preferred.
Experience preparing and delivering presentations and facilitating decision-making.
Ability to convey complex information to a wide variety of audiences. Includes small and large group settings with employees, mid-level managers, and senior leaders.
Working knowledge of Microsoft Office suite, including Word, Excel, and PowerPoint.
Self-motivated. Ability to multi-task and prioritize workload in a fast-paced, team environment.
Strong organizational and communication skills.

Why USI?

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

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 .

$90,000 - $110,000

USI Insurance Services

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