Corp Ancillary Data Analyst

Description and Requirements

Work with corporate and regional leadership to support the national employee benefits ancillary revenue strategy. Responsible for collecting, reviewing, and validating data.

Work with corporate and regional leadership to support the national employee benefits ancillary revenue strategy. Responsible for collecting, reviewing, and validating data.

• Prepare the annual Stewardship presentations, including survey creation, collection, and analysis.
• Track carrier payments and validate payment estimates for the prior year.
• Analyze data and carrier agreements to support performance and payment variances. Includes working with regional finance teams.
• Responsible for maintaining Carrier Models. Includes projections, carrier reporting, client mapping, and verifying model data against the agreement.
• Drive improvements in metrics for ancillary benefits. Includes new business, persistency, premium growth, and member growth.
• Provide management with ad hoc financial analysis upon request.

• 3-5 years of business experience. Employee benefits experience preferred.
• Bachelor’s degree in finance or accounting.
• Strong analytical ability, communication skills, and work‑ethic.
• Ability to manage multiple projects and to meet deadlines under pressure.
• Advanced skills with Microsoft Office products, including Excel.
• Ability to creatively and proactively problem solve.

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.

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.

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.

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.

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.

• 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…