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Assistant Marketing Specialist

Alternate Locations:

OR - Portland, WA - Seattle

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General Description: This role will have two primary responsibilities.  The first will be to provide support to the Select Commercial Lines Producers by completing technical resource related tasks required to secure new business.  Additionally, the position will be responsible for assisting the Select Marketing Specialist with the marketing/placement of new business (small business) with partner insurance carriers. 


  • Assist the Regional Marketing Specialist to review, input, submit, and accurately document New Business Submissions in agency management systems
  • Assist the Regional Marketing Specialist to quote online via carrier rating tools, or submit to underwriter
  • Complete Workers’ Compensation Experience Modification Analyses in Mod Master or other similar resource
  • Complete Property Valuation Reports via Marshall and Swift or other similar resource.
  •  Assist the Regional Marketing Specialist to complete marketing summary outlining terms, rates, commission, bind order documents, and carrier responses including reason for declination
  • Required to perform essential functions; meeting service standards and best practices developed by USI

Knowledge, Skills and Abilities:

  • 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
  • Knowledge of agency management system, workflow procedures, underwriting, sales and service processes
  • Knowledge of insurance carrier systems for submission and quoting
  • Knowledge of Workers’ Compensation Experience Modification Analysis Tools and Property Valuation Tools, not necessary but a plus
  • Proficient in Word and Excel
  • Strong written, oral and interpersonal communication skills
  • Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe
  • Effective interactions/communications with others; cooperating purposefully and providing information, guidance, as needed, to achieve the business goals of USI
  • Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices.  Maintain a high degree of accuracy in agency management and document management systems.  Adhere to ImageRight workflows.
  • Other projects, as needed by Sales Executive or Account Manager.

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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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