Select Commercial Lines Marketing Specialist Team Lead

Select Commercial Lines Marketing Specialist Team Lead – USI Insurance Services

Join USI Insurance Services in Irvine, CA to lead a regional marketing specialist department focused on new small commercial lines client accounts. This role supports sales leaders by marketing prospective accounts to carrier partners and driving business growth.

• Lead recruitment, management, and development of the assigned team, 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; stay 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 corporate 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 proprietary platforms and solutions.
• Stay current on industry changes and assist with system testing as needed.

• 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/Image Right 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.

With over $2.7 billion in revenue and more than 10,000 associates worldwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in professional development and celebrate associate growth through award‑winning recognition programs.

Unrivaled Resources and Support: USI ONE Advantage® delivers robust risk‑management and benefit solutions that provide bottom‑line impact. USI ONE® represents Omni, Network, Enterprise – the three key elements that set us apart.

Industry‑Leading Programs, Rewards, and Recognition:
Competitive pay, incentives, wellness program, scholarships, and financial assistance support associates in leading healthy, productive lives.

Deep Community Engagement:
We give back to local communities and prioritize environmental sustainability through partnership and outreach.

Diverse, Equitable, and Inclusive Workplace:
Our I’m With U program advances diversity, equity, and inclusion through education and outreach.

Competitive medical, wellness, dental, vision, 401(k), flexible spending accounts, disability, life insurance, and unique employer‑sponsored programs. Generous paid time off, family leave, and holiday time.

Base salary $95,000 – $120,000 (depending on skills and experience) with potential monthly incentive bonus, commissions, and equity program.

Irvine, California, United States

Mid‑Senior level

Full‑time

Marketing and Sales in the Insurance industry