Bookkeeper Jobs at USI Insurance Services with Visa Sponsorship
USI Insurance Services hires Bookkeepers across its insurance operations nationwide, handling client billing, reconciliations, and financial reporting for a complex, multi-line business. The company has sponsored work visas for this function, making it a viable target if you hold E-3, F-1 OPT, TN, or J-1 status and have relevant accounting credentials.
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Get Access To All JobsGENERAL DESCRIPTION
Position is responsible for assisting Manager with producer payable accounting for assigned regions, reconciling sub-ledger detail to the GL and providing Paid Basis and AP on File reports to regional finance for distribution to producers. Assist with Set up of Employees into Sagitta System. Train new producer payable accountants. Help with all new acquisitions set ups, processes and training.
Responsibilities
- Assist NAC Manager Producer Payables & Compensation, NAC Financial Analysts and NAC Jr. Financial Analysts with adherence to Paid Basis Accounting Procedures for ten retail regions.
- Clear released payable records from Sub-ledger.
- Enter VPI’s for Value Added and bad debt charges to Sub-ledger.
- Perform Producer Payable GL to Sub-Ledger monthly reconciliations.
- Posting producer Paid Basis reports to Shared Drive.
- Running Paid Basis reports for distribution to producers.
- Assist with set up of employees into Sagitta or any other systems acquired.
- Train new producer payable staff and help answer questions at a higher level for current producer payable staff.
- Help migrate the new acquisitions into our current process.
KNOWLEDGE, SKILLS AND ABILITIES
- Bachelors Degree in Accounting / Finance
- Four years of progressive accounting and financial experience.
- Experience with producer payables and broker payable
- Insurance Agency Management system experience
- Experience with reconciliation of producer and broker payables
- Intermediate/Advance Excel skills required
- Strong work ethic with a defined sense of urgency
- Organized self starter that works well in a team environment
- Strong attention to detail and retention of pertinent information
- Positive attitude, self motivated, team player
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.
GENERAL DESCRIPTION
Position is responsible for assisting Manager with producer payable accounting for assigned regions, reconciling sub-ledger detail to the GL and providing Paid Basis and AP on File reports to regional finance for distribution to producers. Assist with Set up of Employees into Sagitta System. Train new producer payable accountants. Help with all new acquisitions set ups, processes and training.
Responsibilities
- Assist NAC Manager Producer Payables & Compensation, NAC Financial Analysts and NAC Jr. Financial Analysts with adherence to Paid Basis Accounting Procedures for ten retail regions.
- Clear released payable records from Sub-ledger.
- Enter VPI’s for Value Added and bad debt charges to Sub-ledger.
- Perform Producer Payable GL to Sub-Ledger monthly reconciliations.
- Posting producer Paid Basis reports to Shared Drive.
- Running Paid Basis reports for distribution to producers.
- Assist with set up of employees into Sagitta or any other systems acquired.
- Train new producer payable staff and help answer questions at a higher level for current producer payable staff.
- Help migrate the new acquisitions into our current process.
KNOWLEDGE, SKILLS AND ABILITIES
- Bachelors Degree in Accounting / Finance
- Four years of progressive accounting and financial experience.
- Experience with producer payables and broker payable
- Insurance Agency Management system experience
- Experience with reconciliation of producer and broker payables
- Intermediate/Advance Excel skills required
- Strong work ethic with a defined sense of urgency
- Organized self starter that works well in a team environment
- Strong attention to detail and retention of pertinent information
- Positive attitude, self motivated, team player
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.
See all 33+ Bookkeeper at USI Insurance Services jobs
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Get Access To All JobsTips for Finding Bookkeeper Jobs at USI Insurance Services Jobs
Align Your Credentials to Insurance Accounting Standards
USI handles premium accounting, claims disbursements, and carrier settlements, so tailor your resume to reflect experience with insurance-specific general ledger functions. Familiarity with industry billing systems strengthens your application beyond basic bookkeeping credentials.
Target Locations With Active Bookkeeper Openings
USI operates dozens of regional offices across the U.S., and Bookkeeper openings are distributed unevenly by location. Use Migrate Mate to filter open Bookkeeper roles at USI and prioritize offices where hiring is active before you reach out to recruiters.
Confirm Your Visa Category Before Applying
USI has sponsored E-3, TN, F-1 OPT, F-1 CPT, and J-1 candidates for roles in this function. Confirm which category applies to your situation before applying, since the employer's filing process and your authorization timeline differ meaningfully between each visa type.
Front-Load OPT Timing in Your Application
If you're on F-1 OPT, your available work authorization window matters to hiring managers coordinating onboarding. Clearly state your OPT expiration date and whether a STEM extension applies, so USI's HR team can plan the LCA and any follow-on sponsorship filing without timeline surprises.
Request Employer LCA Filing Early in Negotiations
For E-3 or TN candidates, the employer files a Labor Condition Application with the DOL before you can proceed to a consular appointment or border crossing. Raise this with the hiring manager during the offer stage so the LCA certification process starts without delay.
Demonstrate Reconciliation Experience Across Multiple Entities
USI Insurance Services operates as a large brokerage with multiple business units, meaning Bookkeepers often work across intercompany accounts. Highlighting multi-entity reconciliation or consolidated reporting experience positions you as ready for the operational scope of the role from day one.
Bookkeeper at USI Insurance Services jobs are hiring across the US. Find yours.
Find Bookkeeper at USI Insurance Services JobsFrequently Asked Questions
Does USI Insurance Services sponsor H-1B visas for Bookkeepers?
USI Insurance Services has not been identified as an active H-1B sponsor for Bookkeeper roles. Their documented visa sponsorship for this function covers E-3, F-1 OPT, F-1 CPT, TN, and J-1 categories. If H-1B sponsorship is a requirement for your situation, clarify directly with USI's HR team during the offer process, as sponsorship decisions can vary by business unit and hiring manager.
How do I apply for Bookkeeper jobs at USI Insurance Services?
Browse open Bookkeeper positions at USI Insurance Services through Migrate Mate, which filters roles by visa sponsorship type so you can identify openings relevant to your work authorization. USI posts roles across multiple regional offices, so searching by location alongside job title improves your chances of finding an active opening that matches your credentials and visa category.
Which visa types does USI Insurance Services sponsor for Bookkeeper roles?
USI Insurance Services has sponsored Bookkeeper roles under E-3, F-1 OPT, F-1 CPT, TN, and J-1 categories. E-3 is exclusive to Australian citizens, while TN is available to Canadian and Mexican nationals under the USMCA. F-1 OPT and CPT are tied to student status, and J-1 sponsorship depends on your exchange visitor program type and whether a waiver applies.
What qualifications does USI Insurance Services expect for Bookkeeper candidates?
USI typically expects candidates to have hands-on experience with accounts payable, accounts receivable, bank reconciliations, and general ledger maintenance. Given USI's insurance operations, familiarity with premium billing cycles, carrier settlements, or financial reporting within a multi-entity structure is a meaningful differentiator. An associate or bachelor's degree in accounting is common, and proficiency with accounting software is generally expected.
How long does the visa sponsorship process take for a Bookkeeper role at USI Insurance Services?
Timeline depends heavily on your visa category. For E-3 and TN candidates, the employer must first file a Labor Condition Application with the DOL, which typically takes seven to ten business days. After LCA certification, E-3 applicants schedule a consular appointment, which can add two to six weeks depending on the consulate. F-1 OPT authorization is employer-reported to E-Verify and is generally faster once your EAD card is in hand.
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