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New Business Marketing Specialist

USI Insurance Services
Houston, TX
Full-time

General Description : 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.

Responsibilities :

  • 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 systems and technology platforms.
  • 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.
  • Must hold state Property & Casualty insurance license.
  • Industry designations such as ARM, CIC, CPCU preferred.
  • Ability to carry out complex tasks with many concrete and abstract variables.
  • Working knowledge of internet-based programs. Knowledge of Sagitta / ImageRight preferred.
  • Strong working knowledge of Microsoft office suite of products.
  • Ability to work in a fast-paced, team environment with minimal instruction.
  • Sets priorities and manages workflow to ensure efficient, timely and accurate work.
  • Ability to maintain relationships with clients, co-workers, carriers, vendors, and other business contacts.
  • Strong verbal and written communication skills.

LI-DG1

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 .

30+ days ago
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