Insurance Placement Specialist/Marketing Team Lead - Commercial Lines New Business
Location:
CT - Glastonbury, CT - Norwalk, MA - Braintree, MA - Needham, MA - Woburn, ME - South Portland, NH - Bedford, NY - Buffalo, NY - Clifton Park, NY - Rochester, NY - Syracuse, RI - Warwick
Apply nowGeneral Description: Manage the operational activities of the New Business Regional Marketing Specialist unit/department. Actively 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:
· Lead in marketing and negotiating insurance placements, middle market prospects and clients in the region.
- Work with production, operations, and tech resources in developing specifications, submissions, and negotiating with markets.
- Accountable for full-cycle recruitment, management, and development of assigned team. Includes monitoring staffing and workload, training, coaching, and performance management.
- Monitor team’s adherence to service standards through Key Performance Indicator (KPI) reporting.
- Produce and monitor various monthly reports to ensure all new business has been addressed in a timely manner. Includes post-binding activities, team members open items, workloads, and backlog.
- Perform periodic quality audits, when necessary.
- Provide technical expertise in coordinating the service of new clients. Includes sales, account development, and problem solving. Act in accordance with client objectives, standards of service, and USI best practices.
- Serve as subject matter expert in USI’s proprietary platform and solutions. Includes the stewardship process.
- Contribute information and ideas during strategy meetings.
- Occasional outside visits to prospects as needed.
- 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 and document management systems.
- Keep current with industry, new product information, legislation, coverages, and technology.
Knowledge, Skills and Abilities:
- 6-7 years + experience in commercial property & casualty insurance agency. Comprehensive understanding of all property & casualty insurance coverages, underwriting, and rating concepts.
- Prior marketing and negotiating experience with insurance carriers and communicating with producers required.
- College degree preferred.
- Prior managerial experience preferred. Ability to manage others effectively.
- Must hold state Property & Casualty insurance license.
- Industry designations such as ARM, CIC, and CPCU preferred.
- Ability to carry out complex tasks with many concrete and abstract variables.
- Working knowledge of internet-based programs and Microsoft Office products.
- Knowledge of Sagitta/ImageRight preferred, but not required.
- Ability to work in a fast-paced, team environment with minimal instruction.
- Exceptional time management skills with the ability to prioritize and meet deadlines.
- Maintain relationships with clients, co-workers, carriers, vendors, and other business contacts.
- Strong verbal and written communication skills.
Salary Range: $115-120K
- 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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