Select Commercial Lines Regional Marketing Technical Assistant

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.

• 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.

• 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.

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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…