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Inside Sales Specialist

Retarus is a worldwide provider of cloud-based messaging solutions at enterprise scale. We serve over 40% of the companies listed on the S&P Global 100, e.g. Adidas, Bayer, SAP, BNP Paribas, Goldman Sachs, T-Systems, Swarovski & UPS, as well as governmental agencies and major players in markets across the world. Privately owned and founder-managed for over thirty years, Retarus is customer-oriented, stable, a fair employer, and a strategic business partner with a long-term vision. With some 500 employees in 19 offices on four continents, Retarus operates locally and thinks globally: our teams are organized across borders and are highly integrated. This makes Retarus a multicultural, multilingual, and engaging workplace. We are committed to creating a diverse and dynamic environment for our employees, with generous compensation, time off, and a global, collaborative workplace.

What We Offer

• Health insurance portfolio, including dental, vision, life, and disability insurance options, as well as a health savings account
• High-standard 401(k) plan (with one of the leading providers)
• Competitive vacation package and paid sick days
• Flexible/Mobile working
• Childcare contribution and birth bonus
• Employee referral bonus
• Paid parental leave options
• Public commute tax program
• Team events
• Free snacks and drinks in the office
• Gym in the office building

What You'll Do

• Build and manage your own client base and work to establish long-term, sustainable, trusting, and successful business relationships.
• Use your talent to detect cross- and upsell opportunities, take over the ownership for renewal processes and you always have the right solutions at hand for your customers.
• Have an open ear for individual customer requirements and use them as an opportunity to intensify the business relationship.
• Convince our opportunities and existing customers with your open, communicative personality.
• Take on projects of various sizes and handle them independently.
• In the event of complaints, work on a solution together with the customer.
• Work closely with colleagues from other technical departments and sales

What You'll Need

• Successfully completed a bachelor's degree in Business, Marketing or related fields and have relevant work experience within a customer facing role, ideally with a technical background.
• First experience with a solution-oriented sales approach.
• Worked with Enterprise organizations and managed to develop VP and higher relationships.
• Industry experience with Finance, Insurance and Healthcare verticals is a plus.
• Ideally, you have gained initial professional experience in the IT/ software environment or process optimization and would like to develop further in the direction of account management/sales.
• Work diligently through any customer issues until resolved.
• Bring a strong business acumen and a customer-oriented way of thinking.
• Easily adapt to the sometimes-complex requirements of the respective customers while maintaining the balance between customer wishes and profitability.
• Come with strong communication skills to interact with customers and with internal organizations.

What You Can Expect

At Retarus, you will work on impactful and dynamic projects, with real opportunities to make a difference. Our customers are leaders across diverse industries, with constantly evolving needs and high expectations. You'll be working with cutting-edge technology and great creative leeway to meet customers' needs and the projects you work on will be deployed globally. Working at Retarus, you will collaborate closely with convivial, culturally diverse teammates. You will grow professionally in a dynamic and exciting workplace and design impactful solutions in real time with top companies.

Very important Come as you are. Retarus is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status.

This position offers a salary between $80,000 and $120,000 annually. The final salary depends on experience and qualifications. We are happy to discuss the details and finalize a fair offer during the interview process.

Join Our Team at Shake Shack

Our secret to leading the way in hospitality? We put our people first!

At Shake Shack, our mission is to Stand For Something Good in all that we do. From our teams to our neighborhoods, we're committed to always doing the right thing. As one of the fastest-growing hospitality brands, we're all about crafting unforgettable experiences for our guests. We offer endless learning opportunities and the chance to make a lasting impact on our business, restaurants, and communities. As a member of the #ShackFam, you'll have access to hands-on mentorship, training, and growth potential, all in a fun and inclusive environment.

Join us and Be a Part of Something Good.

Job Responsibilities

• Manage the flow of service and direct the work of team members on a shift to ensure the highest levels of safety, cleanliness, quality, and speed.
• Help build and lead high performing team of hourly Team Members.
• May assist with operational support functions (i.e. Purchasing, Receiving, Inventory, etc.)
• Participates in applicant interviews and assists with employee relations.

Job Qualifications

• At least 1 year of restaurant leadership experience supervising a team
• Food Safety Certification according to local jurisdiction
• Strong problem solving skills
• Effective communication skills, both written and verbal

Perks

We take care our team members and support them in building successful futures through a variety of industry-leading benefits.

• Weekly Pay
• Performance bonuses based on the achievement of pre-determined goals
• Medical, Dental, Vision Insurance & Flexible Spending Accounts*
• Supplemental Life Insurance and Short-Term Disability*
• 401(k) plan with Company Match*
• Paid Time Off/ Sick Time*
• Paid Parental Leave*
• Employer Assistance Program (EAP)
• Commuter Benefits
• Exclusive corporate discounts for travel, electronics, wellness, leisure activities and more
• Shake Shack Meal Discounts
• Charitable opportunities to give back
• Employee Resource Groups
• Career development opportunities we are growing!

*Eligibility criteria applies

Starting Hourly Rate - $21.00 - $25.00, as well as an additional $2/hour for certain shifts worked after midnight

Financial Advisor

Work Location: Mineola, New York, United States of America

Hours: 40

Pay Details: $72,280 - $108,160 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business: TD Wealth

Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.

Depth & Scope

• Experience selling investments and providing financial plans
• Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth
• Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents
• Ability to partner and promote lead generation
• Manages goals, prioritizes tasks and comfortable working in a fast paced environment
• Ensures all new & existing clients are provided with a planning experience
• Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts
• Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed
• Implements and executes a differentiated service model/experience for TD Wealth clients
• Meets quarterly and annual sales goals
• Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience
• Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners
• Executes in thorough manner that is compliant with regulations, policies and procedures
• Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)
• Ensures all Continuing Education requirements are attained
• Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures
• Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
• Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed
• Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
• Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff
• Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm
• Represents TD Wealth to the general public in a professional manner
• Is involved in the community and support TDBG charity and community initiatives

Education & Experience

• Bachelor's degree strongly preferred
• 2+ years of providing advice, planning and investment sales
• SIE, Series 7, Series 63 required
• Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals
• Advanced understanding of wealth products and services
• Strong verbal and written communication skills
• Strong organizational and time management skills
• Ability to travel within assigned market to meet prospects, clients and partners five days a week
• Ability to commute within assigned territory
• Strong understanding of wealth management business development techniques
• Strong understanding and experience interacting with retail and small business banking clients
• Consultative sales experience required
• Demonstrated ability to establish relationships and partner effectively with other departments
• Proven ability to achieve sales goals

Customer Accountabilities

• Understands and supports the Bank's Customer Service Strategy
• Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
• Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
• Models quality service delivery at every interaction
• Leads and contributes to the ongoing improvement of the partner / Customer experience

Employee/Team Accountabilities

• Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience
• Participates fully as a member of the team and contribute to a positive work environment
• May provide leadership, training, and guidance to other team members
• Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest
• Actively shares information and knowledge, and proactively learn from the expertise of other

OCC Language

• This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.
• Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.
• Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.

Physical Requirements

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

• Domestic Travel Continuous
• International Travel Never
• Performing sedentary work Continuous
• Performing multiple tasks Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds Occasional
• Sitting Continuous
• Standing Occasional
• Walking Occasional
• Moving safely in confined spaces Occasional
• Lifting/Carrying (under 25 lbs.) Occasional
• Lifting/Carrying (over 25 lbs.) Occasional
• S

Business & Policy Analyst

Role: NCDIT - Business & Policy Analyst Location: 3700 Wake Forest Rd, Raleigh NC 27609 Client: State of NC Type: C2C/W2 Typical Experience: 84+ months

This position is mostly remote, but DIT may want them to attend an in-person meeting from time to time so they'd prefer someone driving distance from our office in Raleigh.

Position Requirements

Able to articulate IT value propositions from both a business and technical perspective

Experience writing and reviewing IT, privacy, and/or security policies

Ability to develop business case/ROI for IT value propositions

Ability to transfer knowledge and other important or relevant information to others in the engagement channel

Matrix management skills for DIT, client, vendors, and other involved parties/resources

Ability to participate in the project to deliver the proposed and agreed upon solution

Understanding of general IT architectural principles

Excellent verbal and written communication skills including the ability to interact and communicate effectively with S level client executives

Vertical business expertise and/or knowledge of horizontal solution capabilities

Solid vendor interaction and management skills at a project level

Ability to transfer knowledge and other important or relevant information to others in the engagement channel

Strong knowledge of and experience with business software technology, analysis tools and business case analytics

Detail oriented professional with experience using M365 applications to draft, review, outline, and understand business processes and policies

Experience with NC statewide security and privacy policies

Preferred Skills

Experience with NIST 800-53 rev5, NIST RMF and familiarity with NIST Privacy Framework, and NIST AI Framework.

Experience developing a crosswalk or matrix of data classification and privacy and security controls.

Experience creating, reviewing, and/or refining system data dictionaries with stakeholders.

Experience with data asset classification of federally regulated stated and NC state-owned and controlled data, to include retention schedules.

Experience developing and implementing standard operating procedures (SOPs) with regard to information privacy and security.

Experience manually creating data dictionaries in Excel to record data owner, data table names, system business names, retention schedules, aligned privacy policies and notices, etc.

Experience with NIST 800-53 rev5, NIST RMF and familiarity with NIST Privacy Framework, and NIST AI Framework.

Required 5 Years Experience developing a crosswalk or matrix of data classification and privacy and security controls.

Required 5 Years Experience creating, reviewing, and/or refining system data dictionaries with stakeholders.

Required 5 Years Experience with data asset classification of federally regulated stated and NC state-owned and controlled data, to include retention schedules.

Required 5 Years Experience developing and implementing standard operating procedures (SOPs) with regard to information privacy and security.

Required 5 Years Experience manually creating data dictionaries in Excel to record data owner, data table names, system business names, and retention schedules.

Required 5 Years Experience manually creating data dictionaries in Excel to record aligned privacy policies and notices, etc.

Required 5 Years Experience with NC statewide security and privacy policies.

Trust Planning Officer

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

Position Overview

The Trust Planning Officer plays a key role in supporting day-to-day operations of the department while ensuring full compliance with all State and Federal regulations, as well as requirements of our outside trust partner, Members Trust Company (MTC). This position serves as a subject matter expert (SME) in the Trust Planning department and is responsible for the delivery of our trust and estate planning services, including the Estate Planning Essentials Program and more complex estate planning situations.

Essential Responsibilities

• 40% Provide advanced support to Trust Representatives and members regarding estate planning strategies and our corporate fiduciary services
  • Help Trust Representatives within FAS Retail Delivery analyze a member's estate planning goals and determine next steps, including whether they are suitable for the Estate Planning Essentials Program.
  • Advise Trust Representatives within FAS Retail Delivery on more complex estate planning situations, including trust planning strategies and opportunities for MTC business development.
  • Answer phone calls and emails from members who contact Trust Services directly to discuss their estate planning goals and our corporate fiduciary services.
• 35% Estate Planning Essentials Program Management
  • Schedule Estate Planning Essentials Program appointments submitted by Trust Representatives, including cancelled and rescheduled appointments.
  • Process Flex Day Requests and coordinate with participating attorneys.
  • Coordinate logistical follow-up efforts between participating attorneys, Trust Representatives, and members.
  • Assist in the development of the program calendar.
• 15% Future Fiduciary Appointment Document Review, Retention and Research
  • Review legal documents, such as wills, trusts and powers of attorney, in which SECU Trust Services through MTC is named in a future fiduciary capacity, record details in future appointment database, provide copies to MTC, and store for retention.
  • Research future appointment situations in which members have recently passed away or become incapacitated and coordinate with Trust and Estate Administration.
  • Learn how to review legal documents, such as will, trusts, and powers of attorney, in which SECU Trust Services and MTC is named in a future fiduciary capacity, and identify potential areas of concern for further discussion with Trust Representatives, members, and drafting attorneys, as appropriate.
• 10% Administrative and Operational Support
  • Process daily, weekly, and monthly reports.
  • Identify member complaints and escalate to senior staff and leadership.
  • Assist in department's supervision of Trust Representatives, including initial licensure and subsequent adherence to SECU and MTC policies and procedures.
  • Provide administrative support for MTC current accounts as needed.
  • Assist with additional projects and tasks as assigned.

Required Education & Experience

• Bachelor's degree and 2 years of experience with the required Trust Services area OR an additional 5 years experience in lieu of a degree
• Accredited Trust and Fiduciary Advisor (ATFA) Certification
• Willingness to pursue CERTIFIED FINANCIAL PLANNER designation
• Excellent written and verbal communication skills
• Proficient in Microsoft Office product suite (Outlook, Word, Excel, Access, etc.)
• Demonstrated success in customer service environment
• Knowledge of estate planning strategies, fiduciary account administration, investments, estate and income tax matters, related financial services industry products, and fiduciary standards and duties.

Preferred Education & Experience

• CERTIFIED FINANCIAL PLANNER designation, Certified Trust and Fiduciary Advisor (CTFA) certification, or similar professional designation.
• Have 2+ years experience in financial services industry, specializing in estate planning and trust administration, direct SECU experience preferred.

Job Environment & Physical Requirements

• Office setting with physical proximity to other employees with hybrid remote opportunities available.
• Sitting for prolonged periods
• Driving for prolonged periods
• Carrying up to 20 lbs.
• Lift up to 20 lbs.
• Push/Pull up to 20 lbs.
• Telephone for prolonged periods
• Computer for prolonged periods

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

Clerical And Administrative Support For Police Department

This position provides clerical and administrative support to the Police Department. Schedule: 7:00am - 3:00pm, occasional nights and weekends required Starting hourly rate: $24.58 - $29.52 hourly ($51,126.12 - $61,401.60 annually) Interviews: On or around 6/30/2026 Start date: TBD

Essential Job Functions

The job functions listed herein are neither exclusive nor exhaustive but are intended to be illustrative of the types of tasks the employee will most likely be expected to perform on a regular basis. The employee may be asked to perform different or additional tasks than the ones listed here, as the needs of the employer and/or the requirements of the position change.

1. Provides clerical, record keeping and mail processing functions; answers telephones and routes calls; greets and directs visitors.
2. Serves as the primary source point for citizen and customers; answers inquiries regarding policies, ordinances and procedures; provides information; responds to technical inquiries.
3. Conducts research on customer inquiries and complaints; responds as appropriate and/or directs to responsible department, supervisor or other individual.
4. Works with city government to conduct criminal background checks on individuals or companies seeking licenses and permits to be in compliance with local ordinances and state laws. Refers them to other city or county departments for additional permits or licenses if needed.
5. Processes criminal incident reports, statements, testimony, and video that are often of a confidential, violent, graphic and/or uncomfortable nature. This work product is then sent to the district attorney's office for criminal prosecution.
6. Are subject to ongoing federal Criminal Justice Information Systems (CJIS) security requirements given their access to sensitive criminal justice databases and other confidential law enforcement information.
7. Processes and transmits reports for Child Protective Services (CPS).
8. Registers, records, and documents training for all employees at the police department. Submits training for sworn officers into the statewide training database (ACADIS). Responsible for ensuring all sworn officers have 24 hours of mandated law enforcement training per year in order to retain their officer certification.
9. Issues department credentials and assists with the management of the department door access system.
10. Enters, processes, coordinates, and fulfills open records requests per Wis Stats 19.35. Approximately 4,000 requests for over 6,000 records are fulfilled per year. These open records include reviewing and redacting body worn camera footage and squad dash camera video.
11. Manages and assists with evidence/property, intake, storage, and release within statutory guidelines and department policy. Assists with managing evidentiary change of custody.
12. Collaborates with District Attorney's Office to locate, assemble, and provide evidentiary records for criminal prosecution.
13. Manages court notifications, subpoenas, scheduling, and cancelations for District Attorney, City Attorney, and Corporation Counsel.
14. Coordinates, plans, and manages community related events such as the City's Multi-Departmental Event known as Waukesha Night Out.
15. Assembles, organizes, and manages documentation for Officer Involved Shootings and death investigations for the Milwaukee Area Investigative Team, per Wis Stats 175.47. This may require a response to remote locations outside the City of Waukesha during unscheduled work hours.
16. Collects, assembles, and organizes records and documents to maintain the status as an accredited state agency from the Wisconsin Law Enforcement Accreditation Group. Serve as accreditation evaluators for other police departments and dispatch centers.
17. Initial point of contact for criminal prosecution for District Attorney's Office.
18. Prepares, copies and distributes completed incident reports utilizing the Police Records Management System with supporting documentation, in accordance with Department procedures.
19. Compiles and maintains a variety of complex and detailed files and records.
20. Performs office management tasks; orders and maintains office supplies inventory; maintains or arranges service for office equipment; maintains an orderly and clean public reception area.
21. Performs accounting functions and cash receipting.
22. Handles department billing and vendor management. Produces requisitions and obtains purchase orders to be submitted into Munis for the payment of vendors.
23. Assists in reviewing the department's needs for equipment or form changes to increase efficiency and effectiveness and presenting it Police Command and Supervisory Staff. Creates new forms, internal routing forms, and interactive forms.
24. Records and processes payroll information for all police department employees through the City's Kronos system. Enters employee overtime slips into the City payroll system (Kronos).
25. Receipts, reports, and completes daily deposits.
26. Provides Notary services.
27. Provides effective and efficient customer service.
28. Performs related duties as assigned.

Requirements of Work

Graduation from high school plus 2 years of technical training and 4-6 years of office experience providing clerical and administrative services; or any equivalent combination of training and experience which provides the following knowledge, ability and skills:

Knowledge of - Department policies and procedures. Business English, including grammar, punctuation, format and tone. General office procedures and the use of standard office equipment and relevant software programs.

Ability to - Understand and follow oral and written instructions. Multitask and prioritize workload. Respond professionally to customer complaints and needs. Work independently with minimal supervision. Maintain complex records and filing systems. Establish and maintain effective working relationships with supervisors, coworkers and the general public. Perform intermediate math and accounting functions.

Skill in - Oral and written communication. Customer service. Organization and attention to detail. Public Relations. Dealing courteously and professionally with others. Typing at a minimum speed of forty (40) WPM.

Necessary Special Requirements:

Ability to pass a criminal and financial background check.

Physical Demands:

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.

• Work is performed mostly in an office setting; hand-eye coordination is necessary to operate computers and various pieces of office equipment.
• Specific vision abilities required by this job include close vision, prolonged visual concentration and the ability to adjust focus.
• While performing the duties of this job, the employee is frequently required to sit, stand, walk, talk and hear; use hands and fingers to handle, feel, or operate objects, tools, or controls and reach with hands and arms.
• The employee is occasionally required to bend, climb, balance, stoop, kneel, crouch, or crawl.
• The employee must occasionally lift and/or move up to 25 pounds.

The City of Waukesha is an Equal Opportunity Employer. Internal City Applicants: Please review HR Policy F2 Salary Plan and Administration regarding promotions/transfers.

Job Title

Manage and retain a book of assigned small employee benefits accounts. Serve as clients' day-to-day contact.

Responsibilities

Service a high volume of accounts independently, without sales associate's involvement. Utilize carrier websites and online rating systems.

Provide proactive, personalized support to assigned clients. Function as primary contact between clients and insurance carriers.

Provide insurance technical expertise to clients. Educate, advise, and aid clients on all compliance topics. Includes ERISA, COBRA, FMLA, 5500s and Health Care Reform.

Respond to requests for information, documents, and employee benefits insurance inquiries.

Manage the renewal process for accounts including the preparation of appropriate contractual changes. Communicate final placement details and instructions to insurers and clients.

Manage the marketing and placement process for new benefit product offerings. Includes preparation of client application and determining most appropriate carriers. Analyze and compare carrier quotes and products. Make recommendations to clients.

Coordinate and manage client communications via email, phone, and virtual online meetings.

Develop employee communications for renewal changes, enrollment procedures, benefit changes, and/or clarifications.

Introduce clients to USI Benefit Resource Center for resolution support. Includes assistance with claims issues and benefit plan/policy questions.

Introduce clients to USI value-add services where appropriate.

Maintain a high degree of accuracy in agency management and document management systems.

Ensure client deliverable standards are met. Participate in peer review with team members.

Keep current with industry information, technology, and trends.

Knowledge, Skills, and Abilities

5 years' experience in employee benefits industry or related marketplace.

College degree preferred.

Customer service experience preferred.

Must hold life and disability insurance license.

Comfortable with internet-based programs and Microsoft Office products.

Ability to set priorities and manage deadlines.

Ability to work in a fast-paced, team environment with minimal instruction.

Ability to conduct complex tasks with many concrete and abstract variables.

Strong oral and written communications skills.

Ability to define problems and generate potential solutions.

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, Enterprisethe 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).

Salary Range: $65,000- $80,000. This is a bonus eligible position with a target incentive of 5%.

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.