USI Holdings Corporation

CL New Bus Marketing Specialist

USI Holdings Corporation$80K — $100K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in commercial property & casualty insurance agency
  • State Property & Casualty insurance license required
  • College degree preferred
  • Preferably hold industry designations such as ARM, CIC, CPCU
  • Strong knowledge of Microsoft Office suite and internet-based programs
  • Experience with Sagitta/ImageRight preferred
  • Demonstrated ability to manage complex tasks effectively

Responsibilities

  • Collaborate with sales associates to assess clients' insurance needs
  • Prepare submissions for carriers and obtain competitive quotes
  • Negotiate insurance terms and conditions for prospects
  • Finalize marketing presentations and proposals for clients
  • Execute client onboarding and bind coverage processes
  • Build expertise in insurance markets relevant to USI
  • Cultivate relationships with underwriters and carrier representatives
  • Stay informed on market trends, industry legislation, and new technologies

Benefits

  • Opportunities for professional development and continuing education
  • Supportive team environment with minimal supervision required
  • Access to advanced insurance management software and tools
  • Engagement with a diverse range of industry contacts
  • Potential for career advancement within the organization
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.
Learn more about USI Holdings Corporation
Size
4,800 employees
Industry
Founded
1994

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