Commercial Insurance Placement Assistant
Location:
CT - Glastonbury, CT - Meriden
Apply nowGeneral Description: 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 Select Marketing Specialists in assigning new business
- Responsible for handling proposals, binding and details after binding
- Documenting files in ImageRight and creating Accord Applications
- Will handle new business submissions, producer requests for submissions, prospect entry, proposal forms and formatting.
- 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.
- Fast learner, team player and strong communicator.
- Ability to creatively and proactively problem solve.
- Sets priorities and manages workflow to ensure efficient, timely, and accurate work.
- Knowledge of agency management system, workflow procedures, underwriting, sales and service processes nice to have.
- Proficient in Word and Excel
- Strong written, oral and interpersonal communication skills
- 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
- Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
- Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
- Visit our Awards and Accolades page for a complete list of 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.
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