What are the responsibilities and job description for the Commercial Lines Marketing Assistant position at USI Holdings Corporation?
General Description: Assist regional Marketing Specialists with marketing/placement of new business with partner insurance carriers. Includes completing post-binding activities before transitioning the client to the account management team. Support commercial lines producers by completing technical resource tasks to secure new business.
Responsibilities:
- Assist regional Marketing Specialists with new business submissions. Review, input, submit, and accurately document in agency management systems.
- Help with preparation of applications, schedules, and summaries of insurance.
- Assist Marketing Specialists with quotes. Includes online via carrier rating tools or submitting to underwriter.
- Assist with completing marketing summaries and proposals. Includes outlining terms, rates, commission, and binding order documents/subjectivities.
- Request information from insurance carriers such as loss runs.
- Provide various proof of insurance documents. Includes auto ID cards, certificates of insurance, and evidence of property insurance forms.
- Invoice clients, including fee and premium finance agreements and complex invoicing.
- Assist with Surplus Lines documentation.
- Complete Workers’ Compensation Experience Modification analyses in Mod Master or other similar resource.
- Complete Property Valuation reports via Marshall and Swift or other similar resource.
- Maintain a high degree of accuracy in agency management systems and technology platforms.
- Meet service standards and best practices developed by USI.
Knowledge, Skills and Abilities:
- 3-5 years of experience in commercial property & casualty insurance agency. Comprehensive understanding of all property & casualty insurance coverages, placement, underwriting, and rating concepts.
- Must hold or be willing to earn state Property & Casualty insurance license.
- Experience with insurance carrier systems for submission and quoting.
- Knowledge of Workers’ Compensation Experience Modification analysis tools and Property Valuation tools a plus.
- Ability to work in a fast-paced, team environment with minimal instruction.
- Sales driven and solution oriented to help meet production and growth goals.
- Strong problem-solving, negotiation, and communication skills.
- Sets priorities and manages workflow to ensure efficient, timely, and accurate work.
- Working knowledge of Microsoft Office suite, including Word and Excel.
- Ability to maintain relationships with sales team, co-workers, carriers, vendors, and other business contacts.
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Why USI?
With more than $2.7 billion in revenue and over 10,000 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.
Unrivaled Resources and Support
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.
Industry-Leading Programs, Rewards, and Recognition
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.
Deep Community Engagement
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.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, 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.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
- Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
- Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
- Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of 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 and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Salary Range: $65,000 - $80,000
This is a bonus-eligible position with a target incentive of 5%
Applications accepted through 3/15/2025
Salary Range: $65,000 - $80,000
This is a bonus-eligible position with a target incentive of 5%
Applications accepted through 3/15/2025
Job ID:
29694
Salary : $65,000 - $80,000
