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Regional Small Business Marketing Specialist

Alternate Locations:

CT - Meriden - MRD00

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WHY USI?

Come be a part of our success story! We have built USI into a leading national middle market broker, and have uniquely invested in tools and resources to aid our associates in their success. What makes us different is our environment. USI has more than 6,000 dedicated and innovative professionals in approximately 150 offices across the United States, all with their own success stories. Our associates all have one thing in common--the USI team. USI leadership is dedicated to your professional growth and success, helping you CLOSE and KEEP business more effectively than anywhere else. USI is recognized nationally as a top 10 leader in insurance brokerage and consulting because of our people, and our culture as a team based, problem solving environment. We are growing and looking for bright, innovative professionals who can leverage our unique platform.

High Success Rate/Earning Potential/Recognition

  • National and Local Sales Training and Support
  • Extensive Resources
    • 2017 Insurance Business magazine nominated USI as a finalist in the following categories:
      • Insurance Industry Employer of Choice -- 100 Employees or More
      • Retailer Agency of the Year -- $75M in Revenue or More
      • Corporate Social Responsibility for USI Gives Back
      • CEO of the Year -- Mike Sicard
  • 2017 PR News Winner for USI Gives Back program for the category of Corporate Social Responsibility on a Shoestring
  • 2017 USI National Wellness Program Receives American Heart Association Silver Workplace Health Achievement
  • 2017 USI ONE Advantage® Video Wins Bronze Award in 9th Annual Golden Bridge Awards
  • 2018 Corporate LiveWire Innovation & Excellence Awards Named USI "Insurance Brokerage and Consulting Firm of the Year" for fourth time in a rowGeneral Description: This position is responsible for independently managing the marketing/placement of new account opportunities (small business) with partner insurance carriers. Responsible for providing support to Select Commercial producers as the primary resource for negotiating carrier coverages and terms, preparation of proposals, and finalizing the placement/binding process.       

Responsibilities:

  • Responsible for establishing/maintaining a relationship with production team; obtaining pertinent information via the producer to obtain a quotation
  • ·       Manage the relationship between Regional Select Commercial and carrier partners: must be able to establish and maintain a strong relationship with carrier partners
  • ·       Primary source of knowledge of appetite, market trends, pricing practices, contacts, and other underwriting policies
  • ·       Leads carrier meetings and share information with Select operations and sales
  • Primary negotiator to sell the opportunity to carrier partners for interest; to quote online via carrier rating tools, or submit to underwriter
  • Responsible for completion of marketing summary outlining terms, rates, commission, bind order documents, and carrier responses including reason for declination
  • Responsible for binding coverage with underwriters and finalizing the marketing process
  • Responsible for complete and accurate documentation in agency management systems, marketing file of each account handled
  • Required to perform essential functions; meeting service standards and best practices developed by USI

Knowledge, Skills and Abilities:

  • Minimum of 7-10 years’ experience in Commercial Property & Casualty; a comprehensive understanding of all Property & Casualty insurance coverages, placement, underwriting and rating concepts
  • College degree preferred and insurance designations (CIC, ARM, AAI, CPCU) preferred
  • Ability to work in a fast-paced environment with minimal instruction, strong business acumen, and a high degree of frequency
  • Sales driven and solution oriented to help meet production and growth goals
  • Ability to creatively and proactively problem solve and negotiate
  • Sets priorities and manages workflow to ensure efficient, timely, and accurate work
  • Informed regarding industry and new product information, legislation, coverages and technology to continuously improve knowledge and performance
  • Knowledge of agency management system, workflow procedures, underwriting, sales and service processes
  • Proficient in Word and Excel
  • Strong written, oral and interpersonal communication skills
  • College degree preferred
  • Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe
  • Maintain a cordial and effective relationship with production team, co-workers, carriers, vendors, and other business contacts; ability to work in a team environment
  • Effective interactions/communications with others; cooperating purposefully and providing information, guidance, as needed, to achieve the business goals of USI

Job ID:

17829

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