Finance Jobs at USI Insurance Services with Visa Sponsorship
USI Insurance Services hires Finance professionals across risk management, accounting, and financial analysis roles tied to its insurance operations. The company has sponsored work visas for Finance candidates, making it a viable target if you hold E-3, TN, F-1 OPT, or J-1 status and bring relevant industry experience.
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Get Access To All JobsGeneral Description: Responsible for processing finance agreements for assigned locations. Complete daily payment updates and check runs. Provide mentorship and training to junior team members.
Responsibilities:
- Serve in senior role for Premium Processing team for day-to-day questions and training needs.
- Assist supervisor with implementation and training of new processes or procedures.
- Act as point of escalation for the team and field.
- Run credit tracking reports and finance ledgers per the specified timelines and deadlines.
- Process finance agreements for assigned region(s). Complete ImageRight tasks per guidelines.
- Review finance company accounts receivable reports monthly to maintain current balances.
- Run daily payment updates for assigned region(s). Verify processed invoices prior to releasing check in the mail.
- Ensure payments are sent out by posted deadlines daily.
- Act as point of contact to internal Operations teams and Finance companies for the premium finance process.
- Manage assigned centralized e-mail box and respond to messages within 24 hours.
- Communicate issues to the management team as needed.
- Assist with the senior staff payment approval process. Includes payment approvals and EFT daily funding and reconciliation.
Knowledge, Skills and Abilities:
- 3-4 years of experience with high volume payables or Property & Casualty account management.
- Associates degree required. Bachelor’s degree preferred.
- Knowledge of general accounting principles.
- Thorough knowledge of all aspects of company payables policies and procedures.
- Working knowledge of Microsoft Office products, including Excel 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.
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: Responsible for processing finance agreements for assigned locations. Complete daily payment updates and check runs. Provide mentorship and training to junior team members.
Responsibilities:
- Serve in senior role for Premium Processing team for day-to-day questions and training needs.
- Assist supervisor with implementation and training of new processes or procedures.
- Act as point of escalation for the team and field.
- Run credit tracking reports and finance ledgers per the specified timelines and deadlines.
- Process finance agreements for assigned region(s). Complete ImageRight tasks per guidelines.
- Review finance company accounts receivable reports monthly to maintain current balances.
- Run daily payment updates for assigned region(s). Verify processed invoices prior to releasing check in the mail.
- Ensure payments are sent out by posted deadlines daily.
- Act as point of contact to internal Operations teams and Finance companies for the premium finance process.
- Manage assigned centralized e-mail box and respond to messages within 24 hours.
- Communicate issues to the management team as needed.
- Assist with the senior staff payment approval process. Includes payment approvals and EFT daily funding and reconciliation.
Knowledge, Skills and Abilities:
- 3-4 years of experience with high volume payables or Property & Casualty account management.
- Associates degree required. Bachelor’s degree preferred.
- Knowledge of general accounting principles.
- Thorough knowledge of all aspects of company payables policies and procedures.
- Working knowledge of Microsoft Office products, including Excel 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.
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.
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Get Access To All JobsTips for Finding Finance Jobs at USI Insurance Services Jobs
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.
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.
Finance at USI Insurance Services jobs are hiring across the US. Find yours.
Find Finance at USI Insurance Services JobsFrequently 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 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.
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