New Business Marketing Specialist

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.

#LI-SM1