USI Insurance Services · 16 hours ago
Finance Ops Analyst
Cincinnati, OH
Full-time
Onsite
Mid Level
$65K/yr - $75K/yr
3+ years expUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world. The Finance Ops Analyst serves as a direct link between the regional finance team and various internal partners, responsible for resolving complex financial issues and leading a team to troubleshoot these challenges.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Assess and resolve complex financial issues in USI’s Commercial Lines (CL) and Employee Benefits (EB) business. Includes aged carrier receivables and payables, aged accounts receivable, cash receipts, direct bill commissions, and premium financing. May include revenue recognition
Lead a team of internal USI partners to troubleshoot unresolved issues. Includes regional finance and operations teams, and the National Accounting Center
Identify training weaknesses to leadership. Develop and deliver re-training to accounting and operations team members as needed
Proactively monitor receivables, payables, etc. to ensure timeliness and avoid cancelations by bringing delinquent and delayed items to resolution. Run and distribute regional unpaid audit reports regularly
Track and resolve missing employee benefit direct bill commissions from carriers. Includes researching open items, instructing operations and sales teams on actions they need to take with their contacts, and reviewing missing commissions and aged items for new and existing clients. Manage all issues to resolution
Manage outside broker agreements to ensure accurate commission sharing and compliance with compensation maximums
Direct Accounting Center or Account Management teams with application and reconciliation of cash receipts and client accounts where client payments are misapplied
Actively participate in regional financial management activities including Bad Debt and Direct Bill calls. Complete monthly review of AP and AR reports and reconciliation
Run and distribute financial reports to support assessment and resolution activity. Lead internal USI forms to ensure completion by respective owners
Collaborate with RFO and Legal department on fee agreements that need attention. May advise RFO on sponsorship and contribution request activity
Direct regional partners in adopting best practices between operations and the Accounting Center
Assist account managers with Sagitta invoicing tools. Serve as subject matter expert in online training offered by CL Training team
Qualification
Required
3 years + of experience in accounting, including general ledger. Or 3 years in a USI account management or Accounting Center role required
Proficiency in SAP, ImageRight Task, Sagitta, Microsoft Excel, and General Ledger required
Ability to work with all levels of staff and management to maximize performance, creativity, problem solving, and results
Ability to work independently with minimal instruction
Ability to articulate and direct others to resolve issues
Organized self-starter that works well in a fast-paced, team environment
Strong work ethic with a defined sense of urgency
Strong attention to detail and retention of pertinent information
Preferred
College degree preferred
Benefits
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
Unique employer-sponsored and voluntary programs
Generous paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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