Technical Resource Associate

Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 9,000 associates across the U.S. and abroad – and we invite you to learn more.

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 dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity 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

USI has been recognized as one of:

• The Top Insurance Employers by Insurance Business America five years in a row (2018-2022).

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.

Responsibilities:

• ·         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
• Minimum of 2-3 years’ experience in Commercial Property & Casualty; a comprehensive understanding of all Property & Casualty insurance coverages, placement, underwriting and rating concepts
• 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
• 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

Physical Demands: Work is performed in a climate-controlled office environment; limited to no exposure to chemicals and toxins. Employees operate office equipment; telephone – headset, computer, computer monitors, keyboard, mouse, copier, scanner and mail machine. Physical tasks of job: walking, sitting, standing, bending, and fingering.

Analysis of Physical Demands:

• Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as fingering, using a keyboard, and sitting at a desk
• Frequently (34% - 66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend
• Occasionally (1% - 33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work, and occasionally reach outward to grab items, and bend
• Rarely (<1 hour per week) work performed requires lifting/carrying items that range from 10 – 50 lbs., pushing/pulling items that range from 10 – 50 lbs., twisting/turning including reaching over shoulder or above head, kneeling or squatting