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Job Details

Locations
AZ - Phoenix, CA - Irvine, CA - Los Angeles, CA - San Francisco, CO - Denver, KS - Kansas City, MN - Minneapolis, OR - Portland, UT - Salt Lake City, WA - Seattle
Job ID
31375

Description and Requirements

The Role:

As the Marketing Specialist Team Lead, you will oversee the operational activities of our regional marketing specialist department. In this pivotal role, you will actively market new prospective small commercial lines client accounts to carrier partners and provide essential support to our commercial line's sales leaders. Your leadership will ensure the team delivers exceptional service and drives business growth.

What You'll Do:

  • Lead the full-cycle recruitment, management, and development of your assigned team, including monitoring workload, training, coaching, and performance management.
  • Track team performance against service standards using KPIs, strategic initiatives, and resource utilization.
  • Generate and review monthly reports to ensure timely handling of new business, post-binding activities, open items, and backlog.
  • Collaborate with sales leaders and producers to understand and support prospects' insurance needs.
  • Build and maintain strong carrier relationships while staying informed on market appetite.
  • Conduct periodic quality audits to ensure accuracy in agency and document management systems.
  • Provide technical expertise in onboarding new clients, supporting sales, account development, and issue resolution in alignment with company standards.
  • Contribute insights and recommendations during strategy meetings.
  • Support the full marketing cycle: develop submissions, negotiate terms, bind coverage, and execute client onboarding.
  • Serve as a subject matter expert on market trends, pricing, underwriting policies, and our proprietary platform and solutions, including the stewardship process.
  • Stay current on industry changes and assist with system testing as needed.

What We're Looking For:

  • 7-10 years of experience in commercial property & casualty insurance, with a comprehensive understanding of coverages, underwriting, and rating concepts.
  • 5+ years in marketing or placement preferred.
  • College degree preferred.
  • Prior management experience strongly preferred.
  • Must hold a Property & Casualty insurance license.
  • Industry designations such as ARM, CIC, and CPCU are a plus.
  • Proficient in Microsoft Office and internet-based tools; familiarity with Sagitta/ImageRight is a plus.
  • Ability to thrive in a fast-paced, team environment with minimal instruction.
  • Exceptional time management skills with the ability to prioritize and meet deadlines.
  • Strong interpersonal and communication skills, with the ability to maintain effective relationships with clients, carriers, vendors, and internal teams.
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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. $95,000- $120,000.