10+ years in commercial property & casualty insurance
Comprehensive understanding of all insurance coverages and underwriting
State Property & Casualty insurance license required
Preferred college degree
Industry designations like ARM, CIC, CPCU favored
Proficient in Microsoft Office and internet-based programs
Familiar with Sagitta/ImageRight systems preferred
Responsibilities
Collaborate with sales associates to assess client insurance needs
Create submissions for carriers and manage quote acquisition
Negotiate favorable terms with insurance carriers
Complete marketing process and draft proposal presentations
Bind insurance coverage and manage client onboarding
Enhance knowledge of insurance markets for USI
Build relationships with underwriters and industry representatives
Act as a technical expert on market trends and underwriting policies
Maintain accuracy in agency management systems
Benefits
Opportunities for professional development
Supportive team environment
Access to advanced technology and resources
Participation in industry-related training
Flexible work arrangements
Full Job Description
Description and Requirements
General Description: Market new prospective client accounts to carrier partners. Support commercial lines sales associates. Provide marketing analytics, negotiate carrier coverages, and finalize marketing and client onboarding process.
Responsibilities: • Work closely with sales associates to understand prospect's commercial lines insurance needs. • Develop submissions to carriers and obtain quotes. Respond to underwriters' inquiries. • Negotiate terms with carriers on prospect's behalf. • Finalize the marketing process and prepare appropriate proposal presentations. • Bind coverage for clients and execute client onboarding process. • Develop knowledge of insurance markets on behalf of USI. • Develop relationships with carrier underwriters and representatives. • Serve as technical expert on market trends, pricing practices, and other underwriting policies. • Maintain a high degree of accuracy in agency management systems and technology platforms. • Keep current with industry, new product information, legislation, coverages, and technology.
Knowledge, Skills and Abilities: • 10 years + experience in commercial property & casualty insurance agency. Comprehensive understanding of all property & casualty insurance coverages, underwriting, and rating concepts. • College degree preferred. • Must hold state Property & Casualty insurance license. • Industry designations such as ARM, CIC, CPCU preferred. • Ability to carry out complex tasks with many concrete and abstract variables. • Working knowledge of internet-based programs. Knowledge of Sagitta/ImageRight preferred. • Strong working knowledge of Microsoft office suite of products. • Ability to work in a fast-paced, team environment with minimal instruction. • Sets priorities and manages workflow to ensure efficient, timely and accurate work. • Ability to maintain relationships with clients, co-workers, carriers, vendors, and other business contacts. • Strong verbal and written communication skills.
$80,000 - $100,000
About USI Holdings Corporation
USI is a leading insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk, program and retirement solutions throughout the United States. Headquartered in Valhalla, New York, USI has over 200 offices across the United States. USI combines industry-leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI, we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting-edge solutions so our clients can continue to invest and grow.
