Commercial Lines Insurance Placement Assistant

Commercial Lines Insurance Placement Assistant

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Supporting commercial lines producers by completing technical resource tasks and assisting marketing specialists with new business placement.

This role has two primary responsibilities: support Select Commercial Lines Producers by completing technical resource tasks required to secure new business, and assist the Select Marketing Specialist with marketing/placement of new small business with partner insurance carriers.

• Assist the Regional Marketing Specialist to review, input, submit, and accurately document New Business Submissions in agency management systems.
• Quote online via carrier rating tools or submit to underwriter.
• Complete Workers’ Compensation Experience Modification Analyses in Mod Master or other similar resource.
• Complete Property Valuation Reports via Marshall and Swift or other similar resource.
• Complete marketing summary outlining terms, rates, commission, bind order documents, and carrier responses including reason for declination.
• Meet service standards and best practices developed by USI.

• Work in a fast‑paced environment with minimal instruction.
• Sales‑driven and solution‑oriented to meet production and growth goals.
• Creative and proactive problem‑solving and negotiation.
li>Set priorities and manage workflow for efficient, timely, and accurate work.
• Minimum 3‑5 years’ experience in Commercial Property & Casualty with comprehensive understanding of all coverages, placement, underwriting and rating concepts.
• Knowledge of agency management systems, workflow procedures, underwriting, sales and service processes.
• Knowledge of insurance carrier systems for submission and quoting.
• Knowledge of Workers’ Compensation Experience Modification Analysis Tools and Property Valuation Tools (plus).
• Proficient in Word and Excel.
• Strong written, oral and interpersonal communication skills.
• Must hold a state Property & Casualty insurance license or be willing to obtain one within a reasonable timeframe.
• Maintain positive relationships with production team, carriers, vendors, and other contacts.
• Effective communication and collaboration to achieve USI’s business goals.

USI is a leading insurance brokerage offering career growth, competitive pay (US $65,000 – US $75,000), benefits, and a diverse inclusive culture.