Customer Success Consultant Jobs at USI Insurance Services with Visa Sponsorship
Customer Success Consultant roles at USI Insurance Services sit at the intersection of insurance expertise and client relationship management. USI has sponsored work visas for this function, making it a viable target for international candidates with a background in insurance services, account management, or client advisory work.
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Get Access To All JobsINTRODUCTION
General Description: Outside Employee Benefits sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth.
Responsibilities
- Achieve annualized new business sales of $200k in our target market of companies with 200-2,000 employees. With assistance from leadership and account management staff, retain at least 92% of business year over year.
- Meet new business activity and quality appointment goals.
- Use USI resources to research prospects and develop customized messaging for prospects.
- Understand and explain USI’s competitive differentiation to clients and prospects.
- Develop sales business plan and use effective prospecting strategies.
- Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
- Take part in national and regional meetings and video calls.
- Engage in meetings on preparing for first appointments advancing, closing, and retaining of business.
- Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
- Participate in USI’s industry training and sales support programs.
- Pursue cross-selling opportunities to enhance prospect and client relationships.
- Collaborate with account management team on significant account management services for clients.
- Demonstrate strong knowledge of USI competitors.
- Positively represent USI in meetings, seminars, trade shows and networking events.
BASIC QUALIFICATIONS
- 3 years + of sales experience in an insurance brokerage with proven track record of sales success.
- College degree preferred.
- Must hold a Life and Health insurance license.
- Strong knowledge of Employee Benefits.
- Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
- Superior communication, negotiation, and presentation skills.
- Excellent organizational and follow-up skills.
- A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
- Strong visibility within the Human Resources and benefits community.
- Excellent listening skills with strong customer focus.
- Ability to deal with senior level management and have a top-level executive presence.
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.
PREMIER SALES REWARDS, INDUSTRY-LEADING PROGRAMS, AND RECOGNITION
In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. 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 family leave benefit as well as paid holiday time.
INTRODUCTION
General Description: Outside Employee Benefits sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth.
Responsibilities
- Achieve annualized new business sales of $200k in our target market of companies with 200-2,000 employees. With assistance from leadership and account management staff, retain at least 92% of business year over year.
- Meet new business activity and quality appointment goals.
- Use USI resources to research prospects and develop customized messaging for prospects.
- Understand and explain USI’s competitive differentiation to clients and prospects.
- Develop sales business plan and use effective prospecting strategies.
- Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
- Take part in national and regional meetings and video calls.
- Engage in meetings on preparing for first appointments advancing, closing, and retaining of business.
- Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
- Participate in USI’s industry training and sales support programs.
- Pursue cross-selling opportunities to enhance prospect and client relationships.
- Collaborate with account management team on significant account management services for clients.
- Demonstrate strong knowledge of USI competitors.
- Positively represent USI in meetings, seminars, trade shows and networking events.
BASIC QUALIFICATIONS
- 3 years + of sales experience in an insurance brokerage with proven track record of sales success.
- College degree preferred.
- Must hold a Life and Health insurance license.
- Strong knowledge of Employee Benefits.
- Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
- Superior communication, negotiation, and presentation skills.
- Excellent organizational and follow-up skills.
- A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
- Strong visibility within the Human Resources and benefits community.
- Excellent listening skills with strong customer focus.
- Ability to deal with senior level management and have a top-level executive presence.
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.
PREMIER SALES REWARDS, INDUSTRY-LEADING PROGRAMS, AND RECOGNITION
In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. 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 family leave benefit as well as paid holiday time.
See all 35+ Customer Success Consultant at USI Insurance Services jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Success Consultant at USI Insurance Services roles.
Get Access To All JobsTips for Finding Customer Success Consultant Jobs at USI Insurance Services Jobs
Frame your credentials around insurance client advisory
USI evaluates Customer Success Consultants on their ability to manage complex insurance accounts, not just general client relationship skills. Before applying, document specific experience with policy renewals, claims advocacy, or benefits consulting to align with their core service lines.
Target USI branch offices in sponsorship-active states
USI operates through a distributed branch network, and hiring decisions often sit with regional leaders. Research which offices have posted Customer Success Consultant roles recently, since local management typically drives whether a position can accommodate visa sponsorship.
Ask HR about their preferred immigration counsel during offer
Large insurance brokerages like USI typically retain outside immigration law firms to manage visa filings. Knowing which firm handles their cases lets you prepare documents proactively and avoid delays caused by back-and-forth between you and counsel.
Use Migrate Mate to filter open Customer Success Consultant roles at USI
USI posts Customer Success Consultant openings across multiple branches simultaneously. Migrate Mate lets you filter specifically for USI roles by visa type, so you're applying to positions where sponsorship has already been confirmed rather than cold-applying and asking later.
Time your OPT application to cover the full hiring cycle
USI's hiring process for client-facing roles typically includes multiple interview rounds and a background check. If you're on F-1 OPT, file your EAD renewal with USCIS at the five-month mark to ensure your work authorization stays continuous through onboarding.
Customer Success Consultant at USI Insurance Services jobs are hiring across the US. Find yours.
Find Customer Success Consultant at USI Insurance Services JobsFrequently Asked Questions
Does USI Insurance Services sponsor H-1B visas for Customer Success Consultants?
USI Insurance Services has sponsored work visas for Customer Success Consultants, but H-1B sponsorship is not guaranteed for every opening given the annual lottery and cap constraints. Candidates with E-3 or TN eligibility are often better positioned because those visas can be filed directly against a job offer without a lottery, making the process faster and more predictable for both you and the employer.
Which visa types are commonly used for Customer Success Consultant roles at USI Insurance Services?
E-3 visas for Australian nationals, TN visas for Canadian and Mexican nationals, and F-1 OPT or CPT for current students are the most commonly viable paths for Customer Success Consultant roles at USI. These categories avoid the H-1B lottery and can be processed in a shorter timeframe. J-1 visa holders in qualifying exchange programs may also be eligible depending on the specific position and office location.
What qualifications or experience does USI Insurance Services expect for Customer Success Consultants?
USI typically looks for candidates with a background in insurance, financial services, or employee benefits, along with demonstrated experience managing client accounts or supporting renewals. Familiarity with commercial lines, group benefits, or risk management is a strong differentiator. A bachelor's degree in business, finance, or a related field is generally expected, and any state insurance licensing you already hold will strengthen your application significantly.
How do I apply for Customer Success Consultant jobs at USI Insurance Services?
You can browse open Customer Success Consultant roles at USI Insurance Services through Migrate Mate, which filters listings by visa sponsorship type so you can identify which positions are open to international candidates. When applying, tailor your resume to USI's service lines, specifically client retention, account management, and insurance advisory work, and address visa sponsorship directly in your cover letter or initial recruiter screen rather than leaving it for late in the process.
How do I plan my timeline if USI Insurance Services agrees to sponsor my visa?
Timeline depends heavily on which visa category applies to you. E-3 and TN cases can move from job offer to approved status in a matter of weeks if documents are in order. H-1B sponsorship requires USCIS lottery selection in April with an October 1 start date, so a mid-year offer may mean waiting up to 18 months unless you have an exemption or cap-gap coverage. Align your start date conversation with USI's HR team as early as possible to avoid gaps.
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