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: Manage a book of brokers and their business as assigned. Responsible for coordination of day-to-day customer service and supporting the broker-Emerson Rogers (ER) relationship. Act as a liaison between the insurance carrier and broker. Assist with training brokers and provide mentorship for team members. Perform rate/renewal analysis.
Responsibilities:
- Mentor internal staff for product and process.
- Work with VIP Brokers determined by value of business and level of difficulty. Includes frequent contact and meetings with brokers.
- Resolve day-to-day service issues for brokers and vendors. Assists with claim and billing problems.
- Respond to carrier and/or broker specific questions. Ensure new business, renewals, and broker of record letters meet the requirements of the writing carrier.
- Process plan changes submitted by account executives, broker consultants, and brokers. Includes policy changes, endorsements, and other requests.
- Provide follow-up communication and approvals on plan changes and open enrollment issues.
- Process new business applications. Ensure cases are installed quickly and accurately by the vendor.
- Identify cross-selling opportunities for other lines of coverage.
- Enter data into commission database.
- Update client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.
- Coordinate with team members to ensure service and turn-around times meet ER standards.
- Develop and maintain strong working relationships with brokers, vendors, and internal staff.
- Stay current with insurance regulations, carrier plan options, underwriting rules, and other value add programs offered by Emerson Rogers.
Knowledge, Skills and Abilities:
- 3+ years of experience working in a group health insurance setting preferred.
- Bachelor’s degree preferred.
- Must hold Life & Health license or obtain within three months from date of hire.
- Familiarity with products, services, competitive offerings, market needs, industry trends, and claims procedures.
- Basic understanding of alternate funding arrangements. Includes full and partially insured, minimum premium, and self-insured.
- Ability to creatively and proactively problem-solve.
- Strong organizational skills. Ability to set priorities and manage deadlines.
- Strong verbal, written, and interpersonal communication skills. Includes ability to maintain relationships with brokers and carriers.
- Ability to work independently and in a busy, team environment.
- Experienced in Microsoft Office products, including Word, Excel, and PowerPoint.
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.
Compensation:
- $69k-71K
General Description: Manage a book of brokers and their business as assigned. Responsible for coordination of day-to-day customer service and supporting the broker-Emerson Rogers (ER) relationship. Act as a liaison between the insurance carrier and broker. Assist with training brokers and provide mentorship for team members. Perform rate/renewal analysis.
Responsibilities:
- Mentor internal staff for product and process.
- Work with VIP Brokers determined by value of business and level of difficulty. Includes frequent contact and meetings with brokers.
- Resolve day-to-day service issues for brokers and vendors. Assists with claim and billing problems.
- Respond to carrier and/or broker specific questions. Ensure new business, renewals, and broker of record letters meet the requirements of the writing carrier.
- Process plan changes submitted by account executives, broker consultants, and brokers. Includes policy changes, endorsements, and other requests.
- Provide follow-up communication and approvals on plan changes and open enrollment issues.
- Process new business applications. Ensure cases are installed quickly and accurately by the vendor.
- Identify cross-selling opportunities for other lines of coverage.
- Enter data into commission database.
- Update client database on an ongoing basis. Create and maintain case files of critical client information based on implemented workflows.
- Coordinate with team members to ensure service and turn-around times meet ER standards.
- Develop and maintain strong working relationships with brokers, vendors, and internal staff.
- Stay current with insurance regulations, carrier plan options, underwriting rules, and other value add programs offered by Emerson Rogers.
Knowledge, Skills and Abilities:
- 3+ years of experience working in a group health insurance setting preferred.
- Bachelor’s degree preferred.
- Must hold Life & Health license or obtain within three months from date of hire.
- Familiarity with products, services, competitive offerings, market needs, industry trends, and claims procedures.
- Basic understanding of alternate funding arrangements. Includes full and partially insured, minimum premium, and self-insured.
- Ability to creatively and proactively problem-solve.
- Strong organizational skills. Ability to set priorities and manage deadlines.
- Strong verbal, written, and interpersonal communication skills. Includes ability to maintain relationships with brokers and carriers.
- Ability to work independently and in a busy, team environment.
- Experienced in Microsoft Office products, including Word, Excel, and PowerPoint.
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.
Compensation:
- $69k-71K
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.