CL Data Specialist

General Description

Assists the Technical Resources teams (Claims, Risk Control, Property & Casualty and Placement) by providing entry-level technical insurance support and coordination for assigned clients and prospects.

• Supports Claims, Risk Control, Property & Casualty and Placement consultants in servicing prospects and assigned accounts.
• Verifies accuracy of insurance documentation.
• Completes data collection, entry and preparation.
• Completes analytical reports and provides entry-level analysis of data.
• Prepares draft proposals, submissions and comparisons.
• Follows up with insurance carriers and underwriters on outstanding quotes.
• Reviews insurance binders for accuracy and completeness. Assists clients with onboarding of client portal Risk Management systems.
• Gathers quote information, comparison of terms & conditions, and marketing summary to provide to account management teams.
• Gathers data and runs models for Casualty and Property teams (i.e. Loss Forecasts, Loss Stratifications, Loss Development Factors (Triangles), Collateral; Premium Allocation; Catastrophe modeling)
• Assists Claims consultant with reporting of complex claims
• Prepares Loss Trend Report and Claims Detail Reports

• 1-2 years of experience in a Commercial Lines agency. College degree preferred.
• Must hold or be willing to earn Property & Casualty insurance license.
• Comfortable with internet-based programs and Microsoft Office products. Proficient in Microsoft Excel & PowerPoint.
• Must have a capacity for analytical thinking and strong organizational skills.
• Develops property and casualty knowledge and skillset.

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.

What truly distinguishes USI as a premier insurance brokerage and consulting firm is theUSI 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.

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.

• Recogn…