Client Returns Processor at USI Holdings Corporation

General Description: Responsible for processing check requests. Includes forwarding premium payments to clients, finance companies, or direct bill insurance companies.

Responsibilities

• Prepare premium disbursement checks, wire transfers, and ACH payments.
• Correspond with USI retail offices, finance companies, and direct bill carriers. Manage assigned centralized e-mail boxes and respond to all requests within 24 hours.
• Monitor open check requests on a weekly basis to ensure payment is received from the insurance company. Process returns to the insured or finance company.
• Manage all open tasks in ImageRight. Includes processing premium disbursements for assigned regions/offices.
• Resolve uncleared checks. Includes voiding and reissuing check as advised.
• Assist department in overall success in meeting quality standards for processing.
• Follows all audit policies and procedures.
Responsible for scanning all approved payment support into electronic document management system

Knowledge, Skills and Abilities:

• 2 years + accounting experience required.
• Associates degree required. Bachelor’s degree preferred.
• Working knowledge of Microsoft Office products, including Excel.
• Knowledge of general accounting principles.
• 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.
• Accurate and fast data entry.

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.

$44k-$52k