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Job Details

Locations
CA - San Francisco
Job ID
29951

Description and Requirements


General Description: Responsible for the market evaluation and placement of new business and existing Premier accounts over $1,000 in revenue. Evaluate and negotiate terms for high net worth (HNW) clients with highly complex insurance or risk management needs. Establish and maintain strong relationships with management, producers, and carriers. Assist with training and mentoring regional Marketing Specialist team members.

Responsibilities:

· Review and analyze insurance submissions for complex new and renewal business. Includes coverage, limits, deductibles, retentions, and classifications. Recommend improvements to insurance coverage.

· Market new and renewal submissions to carriers. Includes application preparation and loss analysis.

· Analyze and compare carrier quotes for proper coverage, terms, and conditions.

· Negotiate competitive pricing and terms with carriers on client’s behalf.

· Develop and maintain relationships with insurance company underwriters, carriers, and brokers.

· Respond to underwriters’ inquiries in a timely and professional manner.

· Act as technical expert on market trends, pricing practices, and other underwriting policies.

· Prepare new business proposals to assist with sales efforts of Personal Risk Specialists. Includes program recommendations and presentation documents.

· Attend sales meetings with prospective clients to support Personal Risk Specialists as needed.

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

· Collaborate with Personal Risk Specialist and Client Advisors. Ensure marketing expectations are met and agency procedures are followed.

· Assist with mentoring and training new hires and existing regional Marketing team members.

· Monitor workload, capacity, and ensure key performance indicators are being met or exceeded.

· Stay current on industry and new product information, legislation, coverages, and technology.

Knowledge, Skills, and Abilities:

· 8 years + experience in Personal Risk Property & Casualty insurance. Includes experience in the high net worth market with complex, high-profile accounts.

· High School Graduate. College degree preferred.

· Expert understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts. Includes extensive underwriting knowledge of the affluent/HNW carrier markets.

· Must hold or be willing to earn a Property & Casualty insurance license.

· Industry designation such as ARM, CIC, CPCU, CPRIA preferred, or intent to pursue a designation.

· Strong written, verbal, and interpersonal communication skills.

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

· Comfortable with internet-based programs and navigating carrier marketing websites. Knowledge of Sagitta/WorkSmart preferred, but not required.

· Intermediate knowledge of Microsoft Office products.

Ability to work in a fast-paced, team environment with minimal instruction.

· Strong organizational and time management skills.


Why USI?
With more than $2.7 billion in revenue and over 10,000 associates across approximately 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. 

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 educates 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 the seventh consecutive year (2018-2024).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
  • Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list. 
  • Honored by Glassdoor as a Best-Led Company in the U.S. in 2024. 
  • Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024

Visit our Awards and Accolades page for a complete list of our latest 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.


80,000-95,000