What are the responsibilities and job description for the Select Commercial Lines Regional Marketing Technical Assistant position at USI Insurance?
Job Details
Description and Requirements
General Description: Provide support to the small commercial lines (Select) producers by completing technical resource related tasks required to secure new business. Assist with the marketing/placement of small business accounts with carriers.
Responsibilities:
- Assist the Regional Marketing Specialist to review, input, submit, and document new business submissions in agency management systems.
- Utilize carrier rating tools to obtain comprehensive and competitive quotes for accounts up to 15k in revenue. Under guidance, complete follow-up calls to carrier underwriters.
- Under guidance, negotiate terms with carriers on client’s behalf.
- Assist with client’s proposal preparation and binding coverage with underwriters.
- Develop and maintain strong relationships with the sales team.
- Participate in marketing review meetings to understand client’s insurance needs.
- Build effective relationships with carrier partners.
- Assist the Regional Marketing Specialist with submission inventory. Includes terms, rates, commission, and carrier responses.
- With guidance, assist in coordinating carrier engagement meetings.
- Adhere to the National Code Strategy in assigned region.
- Keep current with industry, new product information, coverages, and technology.
Knowledge, Skills and Abilities:
- 1-2 years of experience in Commercial Property & Casualty. Basic understanding of Property & Casualty insurance coverages, placement, underwriting, and rating concepts.
- Must hold Property & Casualty insurance license or willing to obtain within six months of hire.
- Desire to pursue industry designations such as CIC, ARM, AAI, CPCU preferred.
- Familiarity with Power BI and data analytic tools, including ability to read data.
- Knowledge of insurance carrier systems for submission and quoting is a plus.
- Ability to work in a fast-paced, team environment.
- Sets priorities and manages workflow to ensure efficient, timely, and accurate work.
- Working knowledge of Microsoft Office products, including Word and Excel preferred.
- Strong communication and organizational skills.
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 12 paid holidays.
This role is eligible for Paid Time Off/Sick Leave. 18 days annually.
This role is bonus eligible at a rate of 5% annually.
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Salary : $60,000 - $80,000