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Property and Casualty Brokerage - Marketing/Placement


NC - Charlotte

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Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate 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.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

  • The Top Insurance Employers by Insurance Business America four years in a row (2018-2021).
  • Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row. 
  • Forbes Best Large Employers in America (2018-2019). 
  • Ranked as one of Forbes Best Large Employers in America (2018-2019).

General Description:

Highly technical casualty specialist who assists account placement and service. Assist colleagues on complex matters such as comparative policy wording analysis, loss responsive programs, captive feasibility, collateral negotiations and benchmarking program cost components. Utilize USI software to perform analytical functions.



Core Accountabilities

  • P&C Technical -- review insurance programs (coverage, limits, deductibles, retentions, classifications, et al), recommend improvements, analyze data, and negotiate policy terms and conditions.
  • Contract Liability -- Understands contractual risk transfer, hold harmless and indemnification provisions, and anti-indemnification statutes. Able to create insurance requirements for various counter-parties.
  • Sales Assist -- assist producers with Omni Solutions (Close & Keep), capable of writing proposals and able to participate in any stage of client presentations with producers and other P&C team members.
  • Carrier Relations -- build and maintain strong relationships with insurance companies such that the company gains an advantage over other competitors in the market.
  • National Team -- participate with other National Technical team members in building, refining, training and implementing value differentiators for our P&C practice.


Other Duties

  • Culture & Staff Development -- Ensure that organizational decisions support company values. Build trust by acting as a role model for integrity, respect and professionalism. Direct employee training and personal development to improve effectiveness.
  • Hiring -- Participate in the interview process, providing clearing evaluations of candidates
  • Professional Services -- Work with internal partners and external customers to create improved products and services.
  • Policies and Procedures -- Comply with USI's Operating, Financial and Human Resources policies and procedures. Ensure that all activities are performed in compliance with local, state, and federal regulations and laws governing business operations.
  • External Relations -- Promote and enhance the overall reputation of USI with carriers and prospects.


Key Skill Requirements

  • Negotiates Skillfully -- Uses persuasion in tough situations, wins concessions without damaging relationships.
  • Business acumen -- Understands the business issues faced within our verticals
  • Financial Agility -- Turns data into information quickly, intuitive sense for numbers.


Knowledge, Skills, qualities and Abilities:

  • Ability to compose clear, concise, grammatically correct letters.
  • Ability to generate your own correspondence with the use of agency automation software.
  • A professional phone manner.
  • Must be detail oriented.
  • Ability to prioritize, manage and process workflow in a timely manner.
  • A valid state insurance License must be maintained.
  • Strong knowledge of property/casualty underwriting, coverage's and conditions.
  • Three years plus of insurance underwriting/ technical experience in the segment, i.e. commercial lines casualty.
  • Willingness to commit to a continuing education program and maintain a professional designation (CISR, CIC, CPCU, ARM, etc.)
  • Obtain knowledge of the agency automation system (Sagitta) as well as third party word processing, spread sheet and presentation systems (Microsoft Excel and Word).
  • A bachelor's degree is strongly preferred.

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.

Job ID:


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Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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