USI Holdings Corporation

Regional Select Marketing Specialist

USI Holdings Corporation • $85K — $100K *
Glastonbury, CT 06033In-Person
Finance & Insurance
Less than 5 years of experience
4 days ago
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Job Overview by Ladders

Qualifications

  • 3-7 years of experience in Commercial Property & Casualty insurance
  • College degree and relevant insurance designations (CIC, ARM, AAI, CPCU) preferred
  • Proficient in Word and Excel
  • Must possess a Property & Casualty insurance license or be willing to obtain one
  • Strong communication skills and ability to work collaboratively with team members

Responsibilities

  • Establish and maintain relationships with the production team to gather necessary information for quotations
  • Build and nurture strong partnerships with carrier partners
  • Provide expert knowledge of market trends and underwriting practices
  • Participate in carrier meetings and relay insights to operations and sales teams
  • Negotiate coverage terms and present opportunities to carrier partners
  • Prepare detailed marketing summaries and documentation for each account
  • Ensure accurate and complete record-keeping within agency management systems

Benefits

  • Opportunity for hybrid work environment
  • Support for professional development and further education in the field
  • Engagement in varied projects and responsibilities for growth
  • Dynamic and collaborative team culture
  • Access to cutting-edge technology and tools for improvement
Full Job Description
Description and Requirements

General Description: This position is responsible for independently managing the marketing/placement of new account opportunities (small business) with partner insurance carriers. Responsible for providing support to Select Commercial producers as a resource for negotiating carrier coverages and terms, preparation of proposals, and finalizing the placement/binding process.

Responsibilities:
  • Responsible for establishing/maintaining a relationship with production team; obtaining pertinent information via the producer to obtain a quotation
  • Must be able to establish and maintain a strong relationship with carrier partners
  • Serve as a source of knowledge of appetite, market trends, pricing practices, contacts, and other underwriting policies
  • Take part in carrier meetings and share information with Select operations and sales
  • Responsible for negotiating and selling the opportunity to carrier partners for interest; quote online via carrier rating tools or submit to underwriter. Collaborating with Team Lead when necessary.
  • Responsible for completion of marketing summary outlining terms, rates, commission, bind order documents, and carrier responses including reason for declination
  • Responsible for binding coverage with underwriters and finalizing the marketing process
  • Responsible for complete and accurate documentation in agency management systems, marketing file of each account handled
  • Required to perform essential functions; meeting service standards and best practices developed by USI
  • Additional projects and duties as assigned.

Knowledge, Skills and Abilities:
  • 3-7 years' experience in Commercial Property & Casualty; a comprehensive understanding of all Property & Casualty insurance coverages, placement, underwriting and rating concepts
  • College degree and insurance designations (CIC, ARM, AAI, CPCU) preferred
  • Ability to work in a fast-paced environment with minimal instruction, strong business acumen, and a high degree of frequency
  • Sales driven and solution oriented to help meet production and growth goals
  • Ability to creatively and proactively problem solve and negotiate
  • Sets priorities and manages workflow to ensure efficient, timely, and accurate work
  • Informed regarding industry and new product information, legislation, coverages and technology to continuously improve knowledge and performance
  • Knowledge of agency management system, workflow procedures, underwriting, sales and service processes
  • Proficient in Word and Excel
  • Strong written, oral and interpersonal communication skills
  • Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe
  • Maintain a cordial and effective relationship with production team, co-workers, carriers, vendors, and other business contacts; ability to work in a team environment
  • Effective interactions/communications with others; cooperating purposefully and providing information, guidance, as needed, to achieve the business goals of USI

#LI-AA1

#LI-Hybrid

$85k-100k

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
Finance & Insurance
Founded
1994
* Ladders Estimates

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