USI Insurance Services
CL New Business Marketing Specialist
USI Insurance Services, Kimberly, Wisconsin, United States, 54136
Job Summary
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CL New Business Marketing Specialist
role at
USI Insurance Services .
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.
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. USI offers a dynamic development culture, employee reward and recognition programs, and a range of benefits.
Unrivaled Resources and Support USI ONE Advantage® delivers clients robust risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that distinguish USI from the competition.
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.
Benefits USI offers a full-suite of competitive benefits: medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, paid family leave, paid holiday time, and generous paid time off.
Compensation $85,000 - $100,000 annually, with a monthly incentive bonus, commissions, and an equity program.
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Business Development and Sales
Industry Insurance
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CL New Business Marketing Specialist
role at
USI Insurance Services .
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.
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. USI offers a dynamic development culture, employee reward and recognition programs, and a range of benefits.
Unrivaled Resources and Support USI ONE Advantage® delivers clients robust risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that distinguish USI from the competition.
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.
Benefits USI offers a full-suite of competitive benefits: medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, paid family leave, paid holiday time, and generous paid time off.
Compensation $85,000 - $100,000 annually, with a monthly incentive bonus, commissions, and an equity program.
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Business Development and Sales
Industry Insurance
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