Finance Jobs at USI Insurance Services with Visa Sponsorship
Finance jobs at USI Insurance Services span risk management, accounting, and financial analysis roles tied to the company's insurance operations. The company has sponsored work visas for Finance candidates, making it a viable target if you hold E-3 visa, TN visa, F-1 OPT, or J-1 visa status and bring relevant industry experience.
Find Finance Jobs at USI Insurance ServicesOverview
Showing 4 of 6+ Finance Jobs at USI Insurance Services
See all Finance Jobs at USI Insurance Services
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Finance Jobs at USI Insurance Services.
Get Access To All JobsGeneral Description: Responsible for effective forecasting and financial reporting for assigned areas. Work closely with various departments/divisions. Includes finance, sales, regional management, and the National Accounting Center. Ensure forecast and other reporting reflect the most current data available.
Responsibilities:
- Analyze monthly production results to determine the breakout of production revenue. Produce a revenue roll-forward by line of business and operating company prior to month-end close deadline.
- Review accuracy of transactions in Sagitta and BenefitPoint entered by Accounting Center and loaded from other source systems.
- Prepare monthly forecast by line of business and operating company.
- Ensure accuracy of HR data; review actual results trend to forecasted trend.
- Review and update new and lost business data with practice leaders and managers.
- Review revenue forecast for CRM pipeline.
- Review revenue trailing trends, modify forecast as necessary.
- Update expense forecast.
- Prepare narrative analysis for operating company results. Includes prior year, prior forecast, and budget comparisons. Communicate to all appropriate parties.
- Review producer compensation calculations.
- Complete monthly financial close and reporting. Includes production analysis, producer compensation, audits, charge backs, closing journal entries, and preparing management reports.
- Coordinate and review compensation settlements for sales professionals in the region.
- Provide Accounting Center with entries needed in the general ledger if issues found in review.
- Prepare annual budget by line of business and operating company. Work with Practice, OpCo leaders, and Operating managers to ensure inclusion of all expenses, revenue, and new initiatives.
- Validate/audit corporate producer awards incentive data quarterly.
- Prepare Corporate analysis reports for Operating Company/Region on monthly or ad-hoc basis.
- Collaborate with Corporate Finance/IT department to continually improve data flows, reporting systems, and analysis.
Knowledge, Skills and Abilities:
- 3 years + of experience in accounting or finance. Experience in the insurance field a plus.
- Bachelor's degree in business administration, finance, or accounting.
- SAP experience preferred.
- Strong analytical skills.
- Ability to work in a fast-paced, team environment with minimal instruction.
- Strong technical skills with Microsoft Office products, including Excel.
- Excellent verbal, written, and interpersonal communication skills.
- Ability to work with all levels of staff and management to maximize performance, creativity, problem solving, and results.
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.
$70,000 - $80,000
General Description: Responsible for effective forecasting and financial reporting for assigned areas. Work closely with various departments/divisions. Includes finance, sales, regional management, and the National Accounting Center. Ensure forecast and other reporting reflect the most current data available.
Responsibilities:
- Analyze monthly production results to determine the breakout of production revenue. Produce a revenue roll-forward by line of business and operating company prior to month-end close deadline.
- Review accuracy of transactions in Sagitta and BenefitPoint entered by Accounting Center and loaded from other source systems.
- Prepare monthly forecast by line of business and operating company.
- Ensure accuracy of HR data; review actual results trend to forecasted trend.
- Review and update new and lost business data with practice leaders and managers.
- Review revenue forecast for CRM pipeline.
- Review revenue trailing trends, modify forecast as necessary.
- Update expense forecast.
- Prepare narrative analysis for operating company results. Includes prior year, prior forecast, and budget comparisons. Communicate to all appropriate parties.
- Review producer compensation calculations.
- Complete monthly financial close and reporting. Includes production analysis, producer compensation, audits, charge backs, closing journal entries, and preparing management reports.
- Coordinate and review compensation settlements for sales professionals in the region.
- Provide Accounting Center with entries needed in the general ledger if issues found in review.
- Prepare annual budget by line of business and operating company. Work with Practice, OpCo leaders, and Operating managers to ensure inclusion of all expenses, revenue, and new initiatives.
- Validate/audit corporate producer awards incentive data quarterly.
- Prepare Corporate analysis reports for Operating Company/Region on monthly or ad-hoc basis.
- Collaborate with Corporate Finance/IT department to continually improve data flows, reporting systems, and analysis.
Knowledge, Skills and Abilities:
- 3 years + of experience in accounting or finance. Experience in the insurance field a plus.
- Bachelor's degree in business administration, finance, or accounting.
- SAP experience preferred.
- Strong analytical skills.
- Ability to work in a fast-paced, team environment with minimal instruction.
- Strong technical skills with Microsoft Office products, including Excel.
- Excellent verbal, written, and interpersonal communication skills.
- Ability to work with all levels of staff and management to maximize performance, creativity, problem solving, and results.
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.
$70,000 - $80,000
See all Finance Jobs at USI Insurance Services
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Finance Jobs at USI Insurance Services.
Get Access To All JobsTips for Finding Finance Jobs at USI Insurance Services
Align your credentials to insurance finance requirements
USI recruits Finance professionals who understand risk-adjusted financials, premium accounting, and carrier relationships. Tailor your resume to reflect insurance-specific exposure, not just general finance skills, before you apply.
Target roles that match your visa category
E-3 and TN visas require a direct tie between your degree and the offered role. Finance titles like Financial Analyst or Accounting Manager map cleanly, but roles blending sales and finance can complicate specialty occupation or NAFTA category determinations.
Verify employer eligibility through E-Verify enrollment
Before accepting an offer, confirm USI Insurance Services is enrolled in E-Verify, which is required for F-1 OPT and STEM OPT authorization. You can check enrollment status directly through the DHS E-Verify employer search tool.
Surface Finance openings using Migrate Mate
USI posts Finance roles across multiple locations and business lines. Use Migrate Mate to filter current openings by visa type so you only apply to positions where your sponsorship status is already a match.
Ask directly about LCA filing timelines during the offer stage
For H-1B and E-3 processing, your employer must file a Labor Condition Application with the DOL before petitioning USCIS. Confirm whether USI's HR team handles this in-house or through outside counsel, since that affects your start date planning.
Prepare for insurance-specific technical screening early
USI Finance interviews often include questions on insurance accounting standards, loss reserves, and brokerage financials. Demonstrating fluency in these areas during screening reduces friction around sponsorship conversations later in the process.
Frequently Asked Questions
Does USI Insurance Services sponsor H-1B visas for Finance roles?
USI Insurance Services has sponsored work visas for Finance positions, but H-1B visa sponsorship depends on the specific role and business need at the time of hiring. Finance titles like Financial Analyst and Accounting Manager generally meet the specialty occupation standard USCIS requires, meaning a bachelor's degree in a directly related field is a baseline expectation for any H-1B petition.
How do I apply for Finance jobs at USI Insurance Services?
You can find Finance openings at USI Insurance Services through their careers portal or through Migrate Mate, which filters jobs by visa sponsorship type so you can identify roles where your status is a fit before applying. When you apply, be explicit about your visa status in your cover materials. USI operates across many regional offices, so specifying your preferred location helps route your application correctly.
Which visa types are most commonly used for Finance roles at USI Insurance Services?
USI Insurance Services has sponsored E-3, F-1 OPT, F-1 CPT, TN, and J-1 visas for Finance candidates. E-3 is available to Australian citizens and suits long-term Finance hires well given its renewable structure. TN is available to Canadian and Mexican nationals in qualifying categories. F-1 OPT and CPT are practical entry points for recent graduates but require USCIS-authorized employment tied to your program.
What qualifications does USI Insurance Services expect for Finance roles?
USI Finance roles typically require a bachelor's degree in finance, accounting, or a closely related field. Insurance-specific knowledge, including familiarity with premium accounting, loss ratios, or brokerage operations, strengthens your candidacy significantly. For senior positions, professional credentials such as CPA or CFA and prior experience with an insurance carrier, MGA, or brokerage are common expectations.
How do I plan my timeline when pursuing a sponsored Finance role at USI Insurance Services?
Timeline depends on your visa category. E-3 and TN can move relatively quickly once an offer is in place, since both allow consular processing without the multi-month USCIS petition queue that H-1B requires. For F-1 OPT, confirm your OPT start date allows enough buffer before your authorized employment period expires. The DOL must certify the Labor Condition Application before any petition is filed, which typically adds two to four weeks to the process.