Insurance Placement Assistant

General Description :

This role will have two primary responsibilities. The first will be to provide support to the Select Commercial Lines Producers by completing technical resource related tasks required to secure new business.

Additionally, the position will be responsible for assisting the Select Marketing Specialist with the marketing / placement of new business (small business) with partner insurance carriers.

Responsibilities :

Assist the Regional Marketing Specialist to review, input, submit, and accurately document New Business Submissions in agency management systems

Assist the Regional Marketing Specialist to quote online via carrier rating tools, or submit to underwriter

Complete Workers’ Compensation Experience Modification Analyses in Mod Master or other similar resource

Complete Property Valuation Reports via Marshall and Swift or other similar resource.

Required to perform essential functions; meeting service standards and best practices developed by USI

Knowledge, Skills and Abilities :

Ability to work in a fast-paced environment with minimal instruction, strong business acumen, and a high degree of frequency

Sales driven and solution oriented to help meet production and growth goals

Ability to creatively and proactively problem solve and negotiate

Sets priorities and manages workflow to ensure efficient, timely, and accurate work

Minimum of 3-5 years’ experience in Commercial Property & Casualty; a comprehensive understanding of all Property & Casualty insurance coverages, placement, underwriting and rating concepts

Knowledge of agency management system, workflow procedures, underwriting, sales and service processes

Knowledge of insurance carrier systems for submission and quoting

Knowledge of Workers’ Compensation Experience Modification Analysis Tools and Property Valuation Tools, not necessary but a plus

Proficient in Word and Excel

Strong written, oral and interpersonal communication skills

Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe

Maintain a cordial and effective relationship with production team, co-workers, carriers, vendors, and other business contacts;

ability to work in a team environment

Effective interactions / communications with others; cooperating purposefully and providing information, guidance, as needed, to achieve the business goals of USI

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Why USI?

With more than $2.5 billion in revenue and over 10,000 associates across 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.

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 .