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Personal Risk Preferred Marketing Specialist (Middle Market)


OH - Cincinnati

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Why USI?
With over $2 billion in revenue and more than 9,000 associates located in approximately 200 offices across the country, 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
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 committed to ensuring a fair, diverse, and inclusive work environment for all. Our diversity, equity 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

  • Recognized as one of Insurance Business America’s Top Insurance Employers for five consecutive years (2018-2022).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
  • Gold recipient, American Heart Association’s Workplace Health Achievement Index, three years in a row (2018-2021).

Description:  The Preferred Marketing position will be responsible for the market evaluation and placement of new business submitted by Personal Risk Specialists.  This position requires extensive underwriting knowledge of the middle markets with the ability to evaluate and negotiate terms in the best interest of our clients. The position will establish and maintain strong, productive relationships with management, producers, and carriers.  


  • Review and analyze insurance submissions (coverage, limits, deductibles, retentions, classifications, et al) for new; recommend improvements to strengthen insurance coverage.

  • Market submissions to carriers, including application preparation, loss analysis and other pertinent information for professional, quality new submissions.  Submit to eligible and appropriate carriers and follow-up to ensure timely receipt of quotes. 

  • Analyze and compare carrier quotes for proper coverages, terms and conditions.  

  • Communicate and build rapport with insurance company underwriters and brokers to obtain insurance quotes and negotiate pricing, terms and conditions. 

  • Respond to underwriters’ questions in a timely and professional manner.

  • Maintain a high degree of accuracy in agency management and document management systems.

  • Collaborate with Personal Risk Specialist to ensure marketing expectations are being met, agency procedures are followed and marketing activities are adequately documented in agency management system.

  • Complete other related duties as assigned.

Knowledge, Skills and Abilities:

  • 5 years’ experience in Personal Risk Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.

  • High School Graduate. College degree preferred, but not required.

  • Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon time frame.

  • Hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.

  • Strong written, oral and interpersonal communication skills.

  • Ability to carry out complex tasks with many concrete and abstract variables.  

  • Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft office products.  Knowledge of Sagitta/WorkSmart preferred, but not required.

  • Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.

  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.  Ability to work in a team environment.

  • Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.

  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.




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 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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