PR Marketing Service Rep

Description and Requirements

General Description:

Assist with market evaluation and placement of new business for personal risk clients. Gain exposure to marketing and placement job activities.

• Provide internal assistance to the middle market or high-net-worth marketing team.
• Determine appropriate underlying liability requirements when quoting umbrella/excess liability coverage. Ensure clients are protected based on their specific needs and risks.
• Utilize carrier resources to determine regional market appetites, enabling the identification of the most suitable insurance products for specific geographic areas.
• Assist in the completion of marketing summaries, binding orders, and underwriting requests, ensuring all required documentation is accurate and complete.
• Review new business submissions for completeness and accuracy.
• Gather needed client information from producers and confirm quote/policy transactions.
• Maintain accurate information in agency management systems.
• Develop knowledge of underwriting, sales, and service processes.
• Support Regional Marketing Specialist with follow-up information from Producers on recorded new business wins.
• Manage workflows to ensure efficient, timely, and accurate processing of transactions.
• Build and maintain relationships with carriers.
• Stay informed about changes and developments in the insurance sector to provide relevant and up-to-date advice to clients.

• Graduate of the USI Personal Risk Associate Career Track program.
• College degree preferred.
• Personal Lines Agent’s license required. Must hold or obtain Property & Casualty insurance license within 6 months of entering role.
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Sagitta/Image Right required.
• Developing communication, negotiation, and critical thinking skills.
• Able to work in a team environment.
• Resourceful, eager to learn new concepts, and further professional development.
• Open to feedback and coaching.
• Ability to handle sensitive information and maintain client confidentiality.

With approximately $3 billion in revenue and over 10,500 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.

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.

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.

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.

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