Sales Specialist Jobs at USI Insurance Services with Visa Sponsorship
USI Insurance Services hires Sales Specialists across commercial lines, employee benefits, and risk management practices. The company has sponsored international candidates for this function, making it a realistic target if you're on a work visa and building a career in insurance sales.
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Get Access To All JobsGeneral Description: Serve as a strong resource for Employee Benefits and Property & Casualty sales associates. Utilize Microsoft Dynamics customer relationship management (CRM) system to support sales team. Drive efficiency with sales generation and ensure customer retention through various marketing channels.
Responsibilities:
- Support Employee Benefits and Property & Casualty sales management team. Coordinate and prepare management reports for sales meetings. Includes corporate new business calls, stewardship triage calls, and leader calls. Ensure stages/forecast are accurate.
- Provide Microsoft Dynamics CRM system training for newly hired/acquired sales associates.
- Complete quality opportunity assignments for newly hired/acquired sales associates.
- Manage and maintain Microsoft Dynamics CRM system to ensure accurate data. Merge duplicate records, reassign terminated sales associates’ Opportunities, and complete data management requests. Verify Opportunity Stage coincides with recorded Appointments and Wins.
- Verify new business wins in Microsoft Dynamics CRM aligns with agency management system. Provide tracking of all initiatives within CRM.
- Act as Microsoft Dynamics CRM subject matter expert and provide updates to sales associates. Includes procedural changes, advancement, developing workflows, and lead management.
- Compile and generate various sales and management reports. Includes New/Lost business, Cross Sell, Risk Assessment, Referral, PEAK, and Stewardship.
- Conduct research and provide information to sales teams on existing and prospective clients.
- Prepare presentations and supporting sales materials. Maintain continuity of USI collateral materials with branding and marketing message.
- Execute office marketing strategies to create value for customers/prospects to generate sales. Includes pre-event and post-event seminar strategies and webinar support.
Knowledge, Skills and Abilities:
- 3-5 years of experience providing sales and/or marketing support at the executive level. Administrative and insurance experience preferred.
- Bachelor’s degree preferred.
- Proven ability to manage projects and drive adherence to procedures.
- Technical ability and experience with Microsoft Dynamics CRM system preferred. Other CRM system experience a plus.
- Working knowledge of Microsoft Office suite, including PowerPoint, Excel, and Outlook.
- Organized self-starter. Ability to handle multiple priorities with firm deadlines.
- Ability to work independently in a high-pressure environment. Must be able to adapt to immediate needs of sales associates and management.
- Detail oriented with ability to diagnose and resolve issues.
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.
Salary Range: $63,000 - $68,000/annually
This is a bonus-eligible position with a target incentive of 5%
Applications accepted through
General Description: Serve as a strong resource for Employee Benefits and Property & Casualty sales associates. Utilize Microsoft Dynamics customer relationship management (CRM) system to support sales team. Drive efficiency with sales generation and ensure customer retention through various marketing channels.
Responsibilities:
- Support Employee Benefits and Property & Casualty sales management team. Coordinate and prepare management reports for sales meetings. Includes corporate new business calls, stewardship triage calls, and leader calls. Ensure stages/forecast are accurate.
- Provide Microsoft Dynamics CRM system training for newly hired/acquired sales associates.
- Complete quality opportunity assignments for newly hired/acquired sales associates.
- Manage and maintain Microsoft Dynamics CRM system to ensure accurate data. Merge duplicate records, reassign terminated sales associates’ Opportunities, and complete data management requests. Verify Opportunity Stage coincides with recorded Appointments and Wins.
- Verify new business wins in Microsoft Dynamics CRM aligns with agency management system. Provide tracking of all initiatives within CRM.
- Act as Microsoft Dynamics CRM subject matter expert and provide updates to sales associates. Includes procedural changes, advancement, developing workflows, and lead management.
- Compile and generate various sales and management reports. Includes New/Lost business, Cross Sell, Risk Assessment, Referral, PEAK, and Stewardship.
- Conduct research and provide information to sales teams on existing and prospective clients.
- Prepare presentations and supporting sales materials. Maintain continuity of USI collateral materials with branding and marketing message.
- Execute office marketing strategies to create value for customers/prospects to generate sales. Includes pre-event and post-event seminar strategies and webinar support.
Knowledge, Skills and Abilities:
- 3-5 years of experience providing sales and/or marketing support at the executive level. Administrative and insurance experience preferred.
- Bachelor’s degree preferred.
- Proven ability to manage projects and drive adherence to procedures.
- Technical ability and experience with Microsoft Dynamics CRM system preferred. Other CRM system experience a plus.
- Working knowledge of Microsoft Office suite, including PowerPoint, Excel, and Outlook.
- Organized self-starter. Ability to handle multiple priorities with firm deadlines.
- Ability to work independently in a high-pressure environment. Must be able to adapt to immediate needs of sales associates and management.
- Detail oriented with ability to diagnose and resolve issues.
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.
Salary Range: $63,000 - $68,000/annually
This is a bonus-eligible position with a target incentive of 5%
Applications accepted through
See all 214+ Sales Specialist at USI Insurance Services jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Sales Specialist at USI Insurance Services roles.
Get Access To All JobsTips for Finding Sales Specialist Jobs at USI Insurance Services Jobs
Frame your insurance credentials for U.S. licensing
State insurance producer licenses are required to sell in the U.S., and USI will expect you to obtain them. Research which lines of authority match the role you're targeting and show hiring managers you understand the licensing path before they ask.
Target USI's regional offices with active pipelines
USI operates across dozens of markets, and Sales Specialist openings cluster around commercial hubs. Focus your outreach on offices in states with high insurance market activity, where producers are hired more regularly and sponsorship conversations happen more naturally.
Quantify your book of business or sales metrics
USI evaluates Sales Specialists on revenue generation and client acquisition. Concrete numbers from prior roles, even in non-U.S. markets, signal that you can perform against quota and reduce the perceived risk of sponsoring a candidate without a domestic track record.
Use Migrate Mate to find active Sales Specialist openings at USI
Roles that include visa sponsorship aren't always labeled clearly on general job boards. Search Migrate Mate to filter USI Insurance Services openings by sponsorship eligibility so you're applying to positions where your immigration status is already accounted for.
Confirm LCA filing timing with the hiring team before accepting
DOL requires a certified Labor Condition Application before USCIS can approve most work visa petitions. If your OPT or current status is expiring within 60 days of a potential start date, raise LCA timing explicitly so the offer structure accounts for processing windows.
Sales Specialist at USI Insurance Services jobs are hiring across the US. Find yours.
Find Sales Specialist at USI Insurance Services JobsFrequently Asked Questions
Does USI Insurance Services sponsor H-1B visas for Sales Specialists?
USI Insurance Services has not consistently appeared as an H-1B sponsor for Sales Specialist roles specifically. Their documented sponsorship activity for this function centers on other visa categories. If H-1B sponsorship is a requirement for you, confirm directly with USI's HR team during the offer stage, as sponsorship decisions are made at the business unit level.
Which visa types are commonly used for Sales Specialist roles at USI Insurance Services?
USI has sponsored Sales Specialist candidates on E-3, TN, F-1 OPT, F-1 CPT, and J-1 visas. E-3 is available exclusively to Australian citizens, while TN covers Canadian and Mexican nationals in qualifying professional categories. F-1 OPT and CPT are most relevant for recent graduates transitioning into full-time insurance sales roles.
What qualifications or experience does USI Insurance Services expect for Sales Specialist roles?
USI typically looks for candidates with a background in insurance sales, risk management, or financial services. A bachelor's degree is standard, and state insurance producer licensing is usually required or expected within a defined period after hire. Prior experience managing client relationships or growing a book of business strengthens your profile, particularly if you lack a U.S.-based sales history.
How do I apply for Sales Specialist jobs at USI Insurance Services?
Start by browsing current openings on Migrate Mate, which surfaces USI Insurance Services roles filtered by visa sponsorship eligibility. Apply directly through USI's careers portal and tailor your resume to reflect sales metrics and any insurance credentials you hold. Disclosing your visa status in early recruiter conversations avoids delays if the role advances to an offer.
How do I manage the timeline between a job offer and my visa filing at USI?
Once USI extends an offer, the sponsorship process involves DOL LCA certification before USCIS receives the petition. For OPT holders nearing the end of their authorization, USCIS cap-gap rules may bridge a gap if an H-1B petition is filed, but for E-3 and TN, consular or change-of-status processing can move faster. Build at least 60 to 90 days of buffer into your expected start date.
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