USI Insurance Services
Join to apply for the
Insurance Placement Specialist
role at
USI Insurance Services .
Description and Requirements This position is responsible for independently managing the marketing/placement of new account opportunities (small business) with partner insurance carriers. The role provides support to Select Commercial producers as a resource for negotiating carrier coverages and terms, preparation of proposals, and finalizing the placement/binding process.
Responsibilities
Establish/maintain relationship with production team; obtain pertinent information via the producer to obtain a quotation.
Establish and maintain a strong relationship with carrier partners.
Serve as source of knowledge regarding appetite, market trends, pricing practices, underwriting policies.
Participate in carrier meetings and share information with Select operations and sales.
Negotiate and sell the opportunity to carrier partners; quote online via carrier rating tools or submit to underwriter, collaborating with Team Lead when necessary.
Complete marketing summary outlining terms, rates, commission, bind order documents, and carrier responses including reason for declination.
Bind coverage with underwriters and finalize the marketing process.
Maintain complete and accurate documentation in agency management systems and marketing file for each account.
Perform essential functions; meet service standards and best practices developed by USI.
Complete additional projects and duties as assigned.
Knowledge, Skills, and Abilities
3-7 years’ experience in Commercial Property & Casualty; 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 high frequency.
Sales driven and solution oriented to help meet production and growth goals.
Ability to solve problems and negotiate creatively and proactively.
Set priorities and manage workflow to ensure efficient, timely, accurate work.
Stay informed regarding industry, 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.
Maintain cordial and effective relationships with production team, co‑workers, carriers, vendors, and other business contacts; teamwork ability.
Effective interactions/communications with others; cooperate purposefully and provide information and guidance to achieve USI’s business goals.
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. We invest heavily in our associates and celebrate their growth and success through our one‑of‑a‑kind employee reward and recognition programs.
Unrivaled Resources and Support The USI ONE Advantage® delivers 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. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand and demonstrate 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 building our brand. We offer employee programs that promote healthy, productive lives, award‑winning wellness program, college scholarships for associates’ children, and financial assistance in times of need.
Deep Community Engagement We are committed to giving back to local communities and supporting environmental sustainability through non‑profit support, eco‑conscious vendors, and reducing our environmental footprint.
Committed to a Diverse, Equitable, and Inclusive Workplace Our I’m With U diversity, equity, and inclusion program educates associates to better serve clients and communities via curated education, training resources, and community outreach.
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 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 unique employer‑sponsored and voluntary programs. USI also offers generous paid time off, paid family leave, and paid holiday time.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Other
Industries Insurance
Get notified about new Placement Specialist jobs in
Fort Lauderdale, FL .
Referrals increase your chances of interviewing at USI Insurance Services by 2×.
#J-18808-Ljbffr
Insurance Placement Specialist
role at
USI Insurance Services .
Description and Requirements This position is responsible for independently managing the marketing/placement of new account opportunities (small business) with partner insurance carriers. The role provides support to Select Commercial producers as a resource for negotiating carrier coverages and terms, preparation of proposals, and finalizing the placement/binding process.
Responsibilities
Establish/maintain relationship with production team; obtain pertinent information via the producer to obtain a quotation.
Establish and maintain a strong relationship with carrier partners.
Serve as source of knowledge regarding appetite, market trends, pricing practices, underwriting policies.
Participate in carrier meetings and share information with Select operations and sales.
Negotiate and sell the opportunity to carrier partners; quote online via carrier rating tools or submit to underwriter, collaborating with Team Lead when necessary.
Complete marketing summary outlining terms, rates, commission, bind order documents, and carrier responses including reason for declination.
Bind coverage with underwriters and finalize the marketing process.
Maintain complete and accurate documentation in agency management systems and marketing file for each account.
Perform essential functions; meet service standards and best practices developed by USI.
Complete additional projects and duties as assigned.
Knowledge, Skills, and Abilities
3-7 years’ experience in Commercial Property & Casualty; 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 high frequency.
Sales driven and solution oriented to help meet production and growth goals.
Ability to solve problems and negotiate creatively and proactively.
Set priorities and manage workflow to ensure efficient, timely, accurate work.
Stay informed regarding industry, 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.
Maintain cordial and effective relationships with production team, co‑workers, carriers, vendors, and other business contacts; teamwork ability.
Effective interactions/communications with others; cooperate purposefully and provide information and guidance to achieve USI’s business goals.
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. We invest heavily in our associates and celebrate their growth and success through our one‑of‑a‑kind employee reward and recognition programs.
Unrivaled Resources and Support The USI ONE Advantage® delivers 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. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand and demonstrate 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 building our brand. We offer employee programs that promote healthy, productive lives, award‑winning wellness program, college scholarships for associates’ children, and financial assistance in times of need.
Deep Community Engagement We are committed to giving back to local communities and supporting environmental sustainability through non‑profit support, eco‑conscious vendors, and reducing our environmental footprint.
Committed to a Diverse, Equitable, and Inclusive Workplace Our I’m With U diversity, equity, and inclusion program educates associates to better serve clients and communities via curated education, training resources, and community outreach.
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 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 unique employer‑sponsored and voluntary programs. USI also offers generous paid time off, paid family leave, and paid holiday time.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Other
Industries Insurance
Get notified about new Placement Specialist jobs in
Fort Lauderdale, FL .
Referrals increase your chances of interviewing at USI Insurance Services by 2×.
#J-18808-Ljbffr