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Corporate Business Marketing Coordinator

Alternate Locations:

NC - Charlotte - CLT00, NC - Charlotte (Claude) - CL500

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General Description:  The Corporate Business Integration Coordinator will work with carriers to ensure smooth transfer of information and proper set up of acquired books of business in the USI systems.


  • Communicate with carrier regarding acquisitions and/or organizational changes with appropriate supporting documentation
  • Analyze carrier code structure to be able to communicate the business being acquired
  • Provide correct books of business for carrier to transfer from a larger database
  • Review incoming contracts for compliance with USI standards
  • Complete agency profiles and other paperwork required to get agency appointments
  • Track progress against metrics
  • Investigate and resolve field and carrier inquiries using available data and documents
  • Handle calls and meetings with carrier and USI associates at various levels
  • Facilitate setup of: associate access to carrier websites, download of carrier data, commission payments, tax reporting
  • Communicate with field associates, accounting and operations regarding any changes to agency/producer codes
  • Escalate contracts and carrier issues when appropriate
  • Follow through until completion of carrier changes such as: executed contracts, commissions paid to USI and business moved
  • Refer producers for appointments and provide support to the Enterprise Licensing Center “ELC” with licensing guidance and information.
  • Submit invoices to accounting for carrier Appointments Fees, if required

Knowledge, Skills and Abilities:

  • Manage multiple carrier tasks simultaneously
  • Able to handle and adapt to high volume in a constantly changing environment
  • Use resources available to develop creative solutions
  • Determine appropriate time to escalate issues
  • Communicate effectively both written and oral
  • Work collaboratively across multiple locations
  • Build partnerships and work well individually and as part of a team
  • Prioritize work to meet deadlines and maintain focus on items with the most impact
  • Must be proficient in word, excel, and data base management.
  • Preferred experience in the insurance industry

Job ID:


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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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