Customer Service Management Jobs at USI Insurance Services with Visa Sponsorship
Customer Service Management jobs at USI Insurance Services span national insurance operations, with sponsorship available for select visa categories. If you're building a career managing client service teams in insurance, USI has an established process for supporting international candidates through the work authorization process.
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Get Access To All JobsGeneral 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. Identify vendor resources to support national PHM initiatives.
Responsibilities:
- Participate in briefings and sales presentations for potential clients with 100+ employees. Act as expert in data management tool. Review USI’s concepts, practices, and service expectations.
- Develop responses for Request for Proposals (RFPs).
- Analyze and recommend vendor/carrier-based services, products, and pricing. Work with client and vendor(s) to establish baseline metrics and methodology for ongoing monitoring of metrics.
- 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.
- Create PHM program implementation communication materials. Includes e-mails, flyers, and brochures. Consult with client’s communication team and outside vendors on materials.
- Review client utilization and cost data to identify PHM opportunities and recommend strategies. Meet with $100,000+ clients to review annual wellness statistics.
- Participate in national team meetings and monthly team calls.
- Implement USI strategy with new clients. Transition of existing clients to appropriate platform.
- Maintain data tracking tools for corporate reporting.
- Collaborate with internal teams to create sales tools and enhance client communication materials. Includes marketing materials, case studies, and national newsletter.
- Work with national PHM team to identify key vendors resources to support the CORE HEALTH strategy. Identify additional no-cost or low-cost vendors and service providers as well as fee-based services. Build and maintain vendor relationships.
- Develop a collection of products, services, and materials to support client wellness programs. Includes turn-key solutions, webinars, and seminar content.
- 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. Develop internal training calendar for the region.
- Work with internal partners and carriers. Ensure accurate and timely responses to issues.
- Keep current with industry, new products, and competition. Includes medical carrier and corporate wellness programs and initiatives. Educate benefits consultants and account executives.
Knowledge, Skills and Abilities:
- 5 years + 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 50% 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.
- Self-motivated. Demonstrate a “whatever it takes” attitude to ensure client satisfaction.
- Working knowledge of Microsoft Office suite, including Word, Excel, and PowerPoint.
- 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.
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. Identify vendor resources to support national PHM initiatives.
Responsibilities:
- Participate in briefings and sales presentations for potential clients with 100+ employees. Act as expert in data management tool. Review USI’s concepts, practices, and service expectations.
- Develop responses for Request for Proposals (RFPs).
- Analyze and recommend vendor/carrier-based services, products, and pricing. Work with client and vendor(s) to establish baseline metrics and methodology for ongoing monitoring of metrics.
- 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.
- Create PHM program implementation communication materials. Includes e-mails, flyers, and brochures. Consult with client’s communication team and outside vendors on materials.
- Review client utilization and cost data to identify PHM opportunities and recommend strategies. Meet with $100,000+ clients to review annual wellness statistics.
- Participate in national team meetings and monthly team calls.
- Implement USI strategy with new clients. Transition of existing clients to appropriate platform.
- Maintain data tracking tools for corporate reporting.
- Collaborate with internal teams to create sales tools and enhance client communication materials. Includes marketing materials, case studies, and national newsletter.
- Work with national PHM team to identify key vendors resources to support the CORE HEALTH strategy. Identify additional no-cost or low-cost vendors and service providers as well as fee-based services. Build and maintain vendor relationships.
- Develop a collection of products, services, and materials to support client wellness programs. Includes turn-key solutions, webinars, and seminar content.
- 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. Develop internal training calendar for the region.
- Work with internal partners and carriers. Ensure accurate and timely responses to issues.
- Keep current with industry, new products, and competition. Includes medical carrier and corporate wellness programs and initiatives. Educate benefits consultants and account executives.
Knowledge, Skills and Abilities:
- 5 years + 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 50% 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.
- Self-motivated. Demonstrate a “whatever it takes” attitude to ensure client satisfaction.
- Working knowledge of Microsoft Office suite, including Word, Excel, and PowerPoint.
- 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.
See all Customer Service Management Jobs at USI Insurance Services
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Service Management Jobs at USI Insurance Services.
Get Access To All JobsTips for Finding Customer Service Management Jobs at USI Insurance Services
Align your credentials with insurance licensing requirements
Customer Service Management roles at USI often require state insurance licenses. Research which states your target office operates in and identify relevant licensing exams you can complete before applying to strengthen your candidacy.
Target USI offices in high-volume service markets
USI operates regional hubs where customer service operations are concentrated. Focusing your applications on these locations increases the likelihood you're applying to teams that regularly open management-level roles and have internal processes for sponsorship.
Prepare your LCA documentation before the offer stage
For E-3 and TN visas, your employer files a Labor Condition Application with the DOL before your visa appointment. Ask your USI recruiter early whether their HR team handles filings in-house or works with outside counsel so you understand the timeline.
Use Migrate Mate to filter open roles by sponsorship type
USI posts Customer Service Management openings across multiple channels, but not all indicate visa eligibility. Use Migrate Mate to browse verified USI roles filtered by the visa categories they actively sponsor, saving time on applications unlikely to move forward.
Clarify your OPT or CPT timeline during initial recruiter conversations
If you're on F-1 OPT, your work authorization window is fixed. Raise this in your first recruiter call at USI so the hiring team can assess whether the role's onboarding timeline fits your remaining authorization period before you reach the interview stage.
Frame management experience around team metrics and retention outcomes
USI's customer service leadership roles sit inside a highly regulated industry where client retention and compliance matter. Quantify past experience with team size, service quality metrics, or complaint resolution rates to address what insurance employers specifically evaluate in management candidates.
Frequently Asked Questions
Does USI Insurance Services sponsor H-1B visas for Customer Service Managements?
USI Insurance Services does not appear in recent H-1B visa sponsorship data for Customer Service Management roles. The visa types USI has sponsored for this function include E-3 visa, F-1 OPT, F-1 CPT, TN visa, and J-1 visa. If H-1B visa sponsorship is your pathway, clarify directly with the USI recruiter or HR team during the offer process, as sponsorship decisions can vary by role and location.
How do I apply for Customer Service Management jobs at USI Insurance Services?
You can apply directly through USI's careers portal or browse their open Customer Service Management roles on Migrate Mate, which filters listings by visa sponsorship eligibility. Tailor your application to highlight insurance industry experience, team leadership, and any relevant state licensing. After submitting, expect an initial HR screening call before moving to panel interviews with regional or operational managers.
Which visa types does USI Insurance Services sponsor for Customer Service Management roles?
USI Insurance Services has sponsored E-3, F-1 OPT, F-1 CPT, TN, and J-1 visa types for Customer Service Management positions. E-3 is available to Australian citizens, TN to Canadian and Mexican nationals, and F-1 OPT or CPT to students completing U.S. degrees. J-1 sponsorship depends on the specific exchange program arrangement. Each visa category has different eligibility rules, so confirm which applies to your situation with USI's HR team.
What qualifications does USI Insurance Services expect for Customer Service Management candidates?
USI typically looks for candidates with prior experience managing customer service teams in a regulated industry, ideally insurance or financial services. A bachelor's degree in business, communications, or a related field supports most applications. Familiarity with insurance products, client relationship management, and compliance expectations strengthens your profile. State insurance licensing, while sometimes obtained after hire, is a clear differentiator at the application stage.
How long does the visa sponsorship process take for a Customer Service Management role at USI?
Timeline depends on your visa category. E-3 and TN processing can move relatively quickly once the DOL certifies the Labor Condition Application, often within a few weeks for consular appointments. F-1 OPT authorization through USCIS can take up to 90 days from application, so start that process early. Build at least four to eight weeks of buffer between your offer acceptance and your intended start date to accommodate filing and government processing windows.