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
• Assist the Regional Marketing Specialist to complete marketing summary outlining terms, rates, commission, bind order documents, and carrier responses including reason for declination
• Required to perform essential functions; meeting service standards and best practices developed by USI

Requirements

• 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

Preferred

• Familiarity with Workers’ Compensation Experience Modification Analysis Tools and Property Valuation Tools (preferred)

Benefits

• 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.