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CL New Business Marketing Specialist Team Lead
Location:
IL - Oak Brook
Apply nowGeneral 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.
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Why USI?
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, 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. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
- Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
- Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
- Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
Visit our Awards and Accolades page for a complete list of our latest 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.
Actual salary is dependent on skill set and experience, with an opportunity for a monthly incentive bonus, commissions, and equity program. 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 paid family leave benefits as well as paid holiday time. $110,000-$140,000
Job ID:
29899