TN Visa Insurance Broker Jobs
Insurance Broker roles qualify for TN visa sponsorship under the USMCA treaty's Finance category, which covers professionals advising clients on risk and policy selection. Canadian citizens can apply at the border with a job offer letter; Mexican citizens need a consular appointment. A bachelor's degree in finance, business, or a related field is the standard credential requirement.
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OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client. OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup is able to provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.
Responsibilities:
The Regional Director for Pennsylvania is responsible for leading, managing, and growing OneGroup’s presence across the Pennsylvania market. This role ensures operational excellence, drives regional sales performance, fosters a culture of service and retention, and represents OneGroup’s values and brand within the region. The Regional Director serves as a strategic leader, partnering closely with Sales, Client Service, Operations, and Practice Leaders to ensure the region thrives both culturally and financially.
Regional Leadership & Operations:
- Oversee day to day operations of all Pennsylvania regional offices, ensuring alignment with OneGroup’s strategic objectives in conjunction with senior leadership.
- Maintain responsibility for staffing, workflow oversight, productivity management, and operational efficiency across sales functions—consistent with OneGroup’s broader regional structure models.
- Collaborate with practice leaders, internal operations, and senior leadership to ensure processes and client deliverables meet OneGroup standards.
Sales Leadership & Growth:
- Drive regional sales performance, including new business development, cross sell initiatives, and Centers of Influence (COI) engagement where applicable.
- Establish and monitor sales goals, partnering with Sales Leadership and producers to meet or exceed targets.
- Support producers through coaching, local market intelligence, and client relationship strategy—mirroring expectations outlined in internal leadership role descriptions.
Client Service Excellence & Retention:
- Ensure delivery of exceptional customer service across Personal, Commercial, Benefits, and Specialty lines represented in the region.
- Monitor retention metrics, engage directly with key clients when needed, and ensure service teams have the training, resources, and support to exceed client expectations.
- Reinforce adherence to OneGroup’s service workflows, quality benchmarks, and regulatory compliance standards.
Culture, Representation & Community Engagement:
- Serve as the regional ambassador for OneGroup’s culture, values, and brand standards.
- Represent OneGroup at client functions, networking events, community engagements, industry forums, and partnership opportunities—consistent with internal expectations for senior leaders.
- Foster a positive, collaborative, high accountability culture aligned with OneGroup’s organizational identity.
Talent Development & Team Support:
- Lead, mentor, and develop managers and staff within the region; ensure strong communication flow, performance coaching, and professional development pathways in conjunction with senior leadership.
- Collaborate with HR on recruitment, organizational structure decisions, and workforce planning.
- Promote a culture of continuous learning, cross functional teamwork, and alignment with enterprise initiatives.
Strategic & Financial Management:
- Execute regional strategies to drive profitability, revenue growth, and operational efficiency—aligned with the organizational regional framework documented in the Regional Roles and Responsibilities.docx.
- Monitor financial performance, reporting, KPIs, and key regional metrics; identify trends, gaps, and opportunities.
QUALIFICATIONS
Education:
Bachelor’s degree required (Business, Insurance, Management, or related field preferred).
Licensing:
- Property & Casualty license required (or obtained within a defined period upon hire).
- Industry designations such as CIC, CPCU, CRM, or similar are preferred.
Experience & Skills:
- Minimum 7–10 years of progressive experience in insurance, financial services, or related fields.
- Demonstrated leadership experience overseeing teams or regional operations.
- Strong understanding of insurance operations, underwriting principles, client relationship management, and sales practices.
- Proven track record driving both sales performance and operational excellence.
- Exceptional communication, interpersonal, and problem-solving skills.
- Ability to build strong relationships with internal teams, clients, community partners, and carriers.
- Must be self-motivated, strategic, organized, and capable of leading through influence.
- Proficiency in Microsoft Office and agency management systems.
Travel Requirements:
- Regular intra-regional travel required to offices, clients, and events.
- Occasional travel to OneGroup headquarters or leadership meetings may be required.
COMPENSATION:
- Min: USD $92,000.00/Yr.
- Max: USD $160,592.00/Yr.
Commensurate with experience plus potential for annual merit increase and performance based bonus. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Overview:
OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client. OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup is able to provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.
Responsibilities:
The Regional Director for Pennsylvania is responsible for leading, managing, and growing OneGroup’s presence across the Pennsylvania market. This role ensures operational excellence, drives regional sales performance, fosters a culture of service and retention, and represents OneGroup’s values and brand within the region. The Regional Director serves as a strategic leader, partnering closely with Sales, Client Service, Operations, and Practice Leaders to ensure the region thrives both culturally and financially.
Regional Leadership & Operations:
- Oversee day to day operations of all Pennsylvania regional offices, ensuring alignment with OneGroup’s strategic objectives in conjunction with senior leadership.
- Maintain responsibility for staffing, workflow oversight, productivity management, and operational efficiency across sales functions—consistent with OneGroup’s broader regional structure models.
- Collaborate with practice leaders, internal operations, and senior leadership to ensure processes and client deliverables meet OneGroup standards.
Sales Leadership & Growth:
- Drive regional sales performance, including new business development, cross sell initiatives, and Centers of Influence (COI) engagement where applicable.
- Establish and monitor sales goals, partnering with Sales Leadership and producers to meet or exceed targets.
- Support producers through coaching, local market intelligence, and client relationship strategy—mirroring expectations outlined in internal leadership role descriptions.
Client Service Excellence & Retention:
- Ensure delivery of exceptional customer service across Personal, Commercial, Benefits, and Specialty lines represented in the region.
- Monitor retention metrics, engage directly with key clients when needed, and ensure service teams have the training, resources, and support to exceed client expectations.
- Reinforce adherence to OneGroup’s service workflows, quality benchmarks, and regulatory compliance standards.
Culture, Representation & Community Engagement:
- Serve as the regional ambassador for OneGroup’s culture, values, and brand standards.
- Represent OneGroup at client functions, networking events, community engagements, industry forums, and partnership opportunities—consistent with internal expectations for senior leaders.
- Foster a positive, collaborative, high accountability culture aligned with OneGroup’s organizational identity.
Talent Development & Team Support:
- Lead, mentor, and develop managers and staff within the region; ensure strong communication flow, performance coaching, and professional development pathways in conjunction with senior leadership.
- Collaborate with HR on recruitment, organizational structure decisions, and workforce planning.
- Promote a culture of continuous learning, cross functional teamwork, and alignment with enterprise initiatives.
Strategic & Financial Management:
- Execute regional strategies to drive profitability, revenue growth, and operational efficiency—aligned with the organizational regional framework documented in the Regional Roles and Responsibilities.docx.
- Monitor financial performance, reporting, KPIs, and key regional metrics; identify trends, gaps, and opportunities.
QUALIFICATIONS
Education:
Bachelor’s degree required (Business, Insurance, Management, or related field preferred).
Licensing:
- Property & Casualty license required (or obtained within a defined period upon hire).
- Industry designations such as CIC, CPCU, CRM, or similar are preferred.
Experience & Skills:
- Minimum 7–10 years of progressive experience in insurance, financial services, or related fields.
- Demonstrated leadership experience overseeing teams or regional operations.
- Strong understanding of insurance operations, underwriting principles, client relationship management, and sales practices.
- Proven track record driving both sales performance and operational excellence.
- Exceptional communication, interpersonal, and problem-solving skills.
- Ability to build strong relationships with internal teams, clients, community partners, and carriers.
- Must be self-motivated, strategic, organized, and capable of leading through influence.
- Proficiency in Microsoft Office and agency management systems.
Travel Requirements:
- Regular intra-regional travel required to offices, clients, and events.
- Occasional travel to OneGroup headquarters or leadership meetings may be required.
COMPENSATION:
- Min: USD $92,000.00/Yr.
- Max: USD $160,592.00/Yr.
Commensurate with experience plus potential for annual merit increase and performance based bonus. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
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Get Access To All JobsTips for Finding TN Visa Sponsorship as an Insurance Broker
Match your credentials to Finance category requirements
The TN Finance category requires a baccalaureate or licenciatura degree. A degree in business administration, economics, or risk management typically satisfies this. If your degree is in an unrelated field, gather documentation showing how your coursework aligns with insurance brokerage practice.
Target employers experienced with visa sponsorship
Regional insurance carriers, national brokerages, and large commercial employers regularly sponsor TN professionals. Prioritize firms with dedicated HR compliance teams, as they already understand the TN sponsorship process and employer documentation requirements for work visa sponsorship generally.
Clarify your licensure status before applying
Most U.S. states require a property, casualty, or life insurance license to place policies. Canadian and Mexican brokers typically need to requalify state-by-state. Confirm whether your target employer will support the pre-employment licensing process or requires licensure before your start date.
Use Migrate Mate to find TN-ready Insurance Broker jobs
Search on Migrate Mate to filter Insurance Broker roles by employers with recent visa filings. This cuts the time spent cold-pitching companies unfamiliar with USMCA professional categories and international hiring processes.
Get your offer letter to reflect TN-specific language
Your employer's offer letter must state your professional capacity, the prearranged nature of the employment, and your intended duration. CBP officers at the Canadian border or consular officers processing Mexican TN applications scrutinize this document closely, so vague job descriptions create delays.
Understand the Mexican TN consular appointment process
Unlike Canadians who apply at a port of entry, Mexican citizens must apply at a U.S. consulate. Gather your degree credentials, the employer offer letter, and any state licensing documentation before scheduling, since consular wait times vary significantly by location and season.
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Find Insurance Broker JobsInsurance Broker TN Visa: Frequently Asked Questions
Does the Insurance Broker role qualify for TN visa status?
Yes, Insurance Broker positions qualify under the TN Finance category, which covers professionals providing financial services advice, including risk assessment and insurance product placement. Your employer must confirm the role involves substantive finance-related duties tied to a qualifying degree, not purely administrative or sales tasks without professional judgment.
How does TN visa sponsorship compare to H-1B for Insurance Brokers?
TN status has no annual lottery, no cap for Canadians, and can be approved at the border the same day for Canadian citizens. H-1B requires a lottery entry in March, a multi-month wait, and an employer petition through USCIS. For Canadian and Mexican Insurance Brokers with a qualifying degree and a firm job offer, TN is a faster and more predictable path.
Does my Canadian or Mexican insurance license transfer to the U.S.?
No. Canadian and Mexican insurance licenses are not recognized in U.S. states. You must pass the relevant state licensing exam, typically covering property and casualty or life and health lines, depending on your role. Some employers will let you start in a non-licensed support capacity while you complete licensing, but confirm this arrangement before accepting an offer.
Where can I find Insurance Broker jobs that already offer TN visa sponsorship?
Migrate Mate lists Insurance Broker roles at employers with recent visa filings, so you can identify companies already experienced with work visa sponsorship and USMCA professional categories. This avoids spending time with hiring managers unfamiliar with TN status, the required documentation for CBP or consular officers, or how to structure an offer letter for TN applicants.
Can my TN status be renewed if I stay with the same insurance employer?
Yes. TN status is granted in three-year increments and can be renewed without limit, provided you maintain continuous employment in the same Finance-category role. Your employer submits a new offer letter confirming the ongoing prearranged work relationship. Canadians can renew at the border; Mexican citizens renew through USCIS or at a consulate.
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