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CL Regional Tech Resources Leader


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:  Manages the Property & Casualty Technical Resource practice. Responsible for analytics, placement, claims, risk control and executive and professional risk specialists. Supports renewal and new business within the region.


  • Implements the USI Technical Resource Service model across the organization.
  • Responsible for full-cycle recruitment, management, and development of assigned technical resources teams. Establish client and new business assignments.
  • Evaluate staffing and training needs according to USI’s technical service model and budget.
  • Act as a point of escalation for team members and clients for most complex technical issues.
  • Contribute ideas and solutions in team meetings for both new and existing clients. Improve the effectiveness of new business, retention and stewardship meetings.
  • Improve the quality and value of existing client programs.
  • Build rapport with largest regional client accounts from a senior technical perspective.
  • Maintain strong relationships with regional insurance carrier contacts. Act as liaison between clients, USI and carriers to manage client service needs.
  • Hold carriers accountable for achieving risk management goals.
  • Contribute to the body of knowledge that differentiates USI’s Property & Casualty practice.
  • Collaborate with regional and national USI peers in building, refining, training and implementing value-add products and services.
  • Maintain close working relationship with regional sales and operations leaders to ensure organizational alignment.

Knowledge, Skills and Abilities:

  • 15 years + of property & casualty technical experience with an insurance brokerage. Areas of concentration to include underwriting, risk management, claims, risk control, or legal.
  • Bachelor’s degree in business or related field required; Master’s degree preferred.
  • Practice leadership experience or experience managing a team to execute organizational strategy. Strategic planning experience and responsibility for managing a budget.
  • Must hold Property & Casualty insurance license. Industry designation such as ARM, CIC, CPCU strongly preferred.
  • Broad knowledge of all property & casualty disciplines. Familiarity with underwriting, program design, limit review and benchmarking, loss forecasting and stratification, risk management, experience modification and classification review, catastrophe modeling, flood zone issues, coverage placement, comparative policy analysis, contractual requirement and coverage review, loss trending and captive feasibility analysis, collateral negotiation and claims advocacy.
  • Experience in interacting with C-suite level executives. Ability to demonstrate general business acumen and financial agility.
  • Self-motivated & detail-oriented. Work independently while motivating a team and prioritizing tasks.
  • Strong verbal and written communication skills. Translate technical subject matter into lay terms with financial impact.
  • Develop working knowledge of the agency automation systems and proprietary USI technologies.

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.

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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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