Commercial Lines New Business Marketing Specialist Team Lead

General Description :

Manage the operational activities of the New Business Regional Marketing Specialist unit / department. Actively market new prospective client accounts to carrier partners.

Support commercial lines sales associates. Provide marketing analytics, negotiate carrier coverages, and finalize marketing and client onboarding process.

This position offers flexibility in location and a hybrid schedule but employee must reside in USI's Midatlantic region (DE, MD, DC, PA, WV or VA)

Responsibilities :

• Accountable for full-cycle recruitment, management, and development of assigned team. Includes monitoring staffing and workload, training, coaching, and performance management.
• Monitor team’s adherence to service standards through Key Performance Indicator (KPI) reporting.
• Produce and monitor various monthly reports to ensure all new business has been addressed in a timely manner. Includes post-binding activities, team members open items, workloads, and backlog.
• Perform periodic quality audits, when necessary.
• Provide technical expertise in coordinating the service of new clients. Includes sales, account development, and problem solving.

Act in accordance with client objectives, standards of service, and USI best practices.

• Serve as subject matter expert in USI’s proprietary platform and solutions. Includes the stewardship process.
• Contribute information and ideas during strategy meetings.
• Occasional outside visits to prospects as needed.
• Work closely with sales associates to understand prospect’s commercial lines insurance needs.
• Develop submissions to carriers and obtain quotes. Respond to underwriters’ inquiries.
• Negotiate terms with carriers on prospect’s behalf.
• Finalize the marketing process and prepare appropriate proposal presentations.
• Bind coverage for clients and execute client onboarding process.
• Develop knowledge of insurance markets on behalf of USI.
• Develop relationships with carrier underwriters and representatives.
• Serve as technical expert on market trends, pricing practices, and other underwriting policies.
• Maintain a high degree of accuracy in agency management and document management systems.
• Keep current with industry, new product information, legislation, coverages, and technology.

Knowledge, Skills and Abilities :

• 10 years + experience in commercial property & casualty insurance agency. Comprehensive understanding of all property & casualty insurance coverages, underwriting, and rating concepts.
• College degree preferred.
• Prior managerial experience preferred. Ability to manage others effectively.
• Must hold state Property & Casualty insurance license.
• Industry designations such as ARM, CIC, and CPCU preferred.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Working knowledge of internet-based programs and Microsoft Office products.
• Knowledge of Sagitta / ImageRight preferred, but not required.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Exceptional time management skills with the ability to prioritize and meet deadlines.
• Maintain relationships with clients, co-workers, carriers, vendors, and other business contacts.
• Strong verbal and written communication skills.

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Why USI?

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.

We invite you to learn more about what makes USI an exceptional place to work!

Unrivaled Resources and Support

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

Industry-Leading Programs, Rewards, and Recognition

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 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.

Deep Community Engagement

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 to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winning diversity, equity, and inclusion program educated 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.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
• Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
• Visit our for a complete list of industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.

USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .