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CL Sr. Placement Specialist


MD - Hunt Valley, PA - Allentown, PA - Blue Bell, PA - Mechanicsburg, PA - Philadelphia, PA - Pittsburgh, PA - State College, VA - Falls Church, VA - Glen Allen, VA - Norfolk, VA - Virginia Beach, WV - Charleston, WV - Huntington, WV - Morgantown, WV - Princeton, WV - Wheeling

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General Description: Provide expert technical support to clients and members of Commercial Lines Account Management and Sales Executive teams through the MidAtlantic Region. Analyze, design, market, price, and place risks. Make fact-based recommendations to clients to solve their most complex insurance issues.


  • Critical focus on Mergers & Acquisitions: Provide detailed reports focusing on all Property & Casualty lines of coverage as part of an insured’s or a prospective client’s M&A deal. Must be able to evaluate current coverage terms and provide proposed solutions post-close. Coordinate and lead the effort across the Technical Resources team in preparing and finalizing the deliverable. 
  • May need to handle or assist on the post-close placement for all lines.
  • Assist the sales teams to coordinate responses for Request for Proposals (RFPs).
  • Create and coordinate pre-renewal strategy and stewardship meeting presentations.
  • Make recommendations for improvement. Ability to understand client financial statements preferred. Support Sales Executives in providing data and proposals (including detailed marketing summary) for prospective clients.
  • Assess clients’ contractual liabilities and alignment with their insurance policies and make recommendations for improvement.
  • risk profile using analytical models and resources.
  • Negotiate underwriting terms and pricing with carrier underwriting partners on behalf of clients. Responsible for complete and accurate documentation including real-time filing in ImageRight.
  • and Account Management teams.
  • Additional projects and duties as assigned.

Knowledge, Skills, and Abilities

  • 10+ years in a Commercial Lines agency with underwriting and technical experience. 
  • Comprehensive understanding of all property & casualty insurance coverages, underwriting, and rating concepts.
  • Bachelor’s degree strongly preferred.
  • Must hold or be willing to earn Property & Casualty insurance license within 90 days.
  • Industry designation 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. 

Physical Demands:

Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, and bending.



Why USI?
With more than $2.5 billion in revenue and over 10,000 associates across 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. We invite you to learn more about what makes USI an exceptional place to work!

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 educated 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 six consecutive years (2018-2023).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
  • Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
  • Visit our Awards and Accolades page for a complete list of industry awards and recognitions!

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.
USI Insurance Services LLC ("USI") will not accept submission of any resumes or referral of any candidates to USI by any external recruiter or recruitment agency by any means (including via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a written contract for a specified position properly executed by an authorized member of the USI Talent Acquisition team. Any information submitted relating to any such individuals will become the property of USI, and USI will not be responsible for, or owe any fees associated with, the submission of any such information or referral of any such candidates.

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