Commercial Lines New Business Marketing Specialist/Team Lead

General Description: Manage the operational activities of the New Business Regional Marketing Specialist unit/department. Actively market new prospective client accounts to carrier partners. Support commercial lines sales associates. Provide marketing analytics, negotiate carrier coverages, and finalize marketing and client onboarding process.

Responsibilities:

·         Accountable for full-cycle recruitment, management, and development of assigned team. Includes monitoring staffing and workload, training, coaching, and performance management.

·         Monitor team’s adherence to service standards through Key Performance Indicator (KPI) reporting.

·         Produce and monitor various monthly reports to ensure all new business has been addressed in a timely manner. Includes post-binding activities, team members open items, workloads, and backlog.

·         Perform periodic quality audits, when necessary.

·         Provide technical expertise in coordinating the service of new clients. Includes sales, account development, and problem solving. Act in accordance with client objectives, standards of service, and USI best practices.

·         Serve as subject matter expert in USI’s proprietary platform and solutions. Includes the stewardship process.  

·         Contribute information and ideas during strategy meetings.

·         Occasional outside visits to prospects as needed.

·         Work closely with sales associates to understand prospect’s commercial lines insurance needs.

·         Develop submissions to carriers and obtain quotes. Respond to underwriters’ inquiries.

·         Negotiate terms with carriers on prospect’s behalf.

·         Finalize the marketing process and prepare appropriate proposal presentations.

·         Bind coverage for clients and execute client onboarding process.

·         Develop knowledge of insurance markets on behalf of USI.

·         Develop relationships with carrier underwriters and representatives.

·         Serve as technical expert on market trends, pricing practices, and other underwriting policies.

·         Maintain a high degree of accuracy in agency management and document management systems.

·         Keep current with industry, new product information, legislation, coverages, and technology.

Knowledge, Skills and Abilities:

·         10 years + experience in commercial property & casualty insurance agency. Comprehensive understanding of all property & casualty insurance coverages, underwriting, and rating concepts.

·         College degree preferred.

·         Prior managerial experience preferred. Ability to manage others effectively.

·         Must hold state Property & Casualty insurance license.  

·         Industry designations such as ARM, CIC, and CPCU preferred.

·         Ability to carry out complex tasks with many concrete and abstract variables.

·         Working knowledge of internet-based programs and Microsoft Office products.

·         Knowledge of Sagitta/ImageRight preferred, but not required.

·         Ability to work in a fast-paced, team environment with minimal instruction.

·         Exceptional time management skills with the ability to prioritize and meet deadlines.

·         Maintain relationships with clients, co-workers, carriers, vendors, and other business contacts.

·         Strong verbal and written communication skills.

Physical Demands:

Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, and bending.

Analysis of Physical Demands:

·         Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, 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 things and bend.

·         Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting.