Personal Lines Marketing Specialist (High Net Worth)
Why USI?USI is one of the largest insurance brokerage and consulting firms in the world.
Something special is happening here with our more than 9,000 associates across the U.
S.
and abroad - and we invite you to learn more.
Unrivaled Resources and SupportThe USI ONE Advantage allows USI to deliver unique solutions to our clients.
This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.
Unique Employee Programs and Deep Community EngagementWe turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.
Industry-Leading Associate Rewards and RecognitionIn 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.
Committed to a Diverse and Inclusive Work EnvironmentUSI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all.
Our diversity and inclusion program, I'm With U, advances these initiatives to champion our team members and the communities we serve.
Nationally Recognized as a Top Insurance WorkplaceUSI has been recognized as one of:
The Top Insurance Employers by Insurance Business America five years in a row (2018-2022).
Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row.
Forbes Best Large Employers in America (2018-2019).
Ranked as one of Forbes Best Large Employers in America (2018-2019).
General Description:
Responsible for the market evaluation and placement of new business and existing Premier accounts over $1,000 in revenue.
Evaluate and negotiate terms for high net worth (HNW) clients with complex insurance or risk management needs.
Establish and maintain strong relationships with management, producers, and carriers.
Responsibilities:
o Review and analyze insurance submissions for new and renewal business.
Includes coverage, limits, deductibles, retentions, and classifications.
Recommend improvements to insurance coverage.
o Market new and renewal submissions to carriers.
Includes application preparation and loss analysis.
o Analyze and compare carrier quotes for proper coverages, terms, and conditions.
o Negotiate competitive pricing and terms with carriers on client's behalf.
o Develop and maintain relationships with insurance company underwriters and brokers.
o Respond to underwriters' inquiries in a timely and professional manner.
o Prepare new business proposals to assist with sales efforts of Personal Risk Specialists.
Includes program recommendations and presentation documents.
o Maintain a high degree of accuracy in agency management and document management systems.
o Collaborate with Personal Risk Specialist and Client Advisors.
Ensure marketing expectations are met and agency procedures are followed.
o Stay current on industry and new product information, legislation, coverages, and technology.
Knowledge, Skills and Abilities:
o 5 years
experience in Personal Risk Property & Casualty insurance.
o High School Graduate.
College degree preferred.
o Comprehensive understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts.
Includes underwriting knowledge of the affluent/HNW carrier markets.
o Must hold or be willing to earn a Property & Casualty insurance license.
o Industry designation such as ARM, CIC, CPCU preferred, or intent to pursue a designation.
o Strong written, verbal, and interpersonal communication skills.
o Ability to carry out complex tasks with many concrete and abstract variables.
o Comfortable with internet-based programs and navigating carrier marketing websites.
Knowledge of Sagitta/WorkSmart preferred, but not required.
o Intermediate knowledge of Microsoft Office products.
o Ability to work in a fast-paced, team environment with minimal instruction.
o Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions.
GLDR#LI-AG1#LI-HybridUSI 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.
Salary Range:
$75,000 - $80,000.
This is a bonus-eligible position with a target incentive of 5%Job ID:
25729 Recommended Skills Communications Interpersonal Skills Innovation Sales Hospitality Retailing Estimated Salary: $20 to $28 per hour based on qualifications.
Something special is happening here with our more than 9,000 associates across the U.
S.
and abroad - and we invite you to learn more.
Unrivaled Resources and SupportThe USI ONE Advantage allows USI to deliver unique solutions to our clients.
This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.
Unique Employee Programs and Deep Community EngagementWe turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.
Industry-Leading Associate Rewards and RecognitionIn 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.
Committed to a Diverse and Inclusive Work EnvironmentUSI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all.
Our diversity and inclusion program, I'm With U, advances these initiatives to champion our team members and the communities we serve.
Nationally Recognized as a Top Insurance WorkplaceUSI has been recognized as one of:
The Top Insurance Employers by Insurance Business America five years in a row (2018-2022).
Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row.
Forbes Best Large Employers in America (2018-2019).
Ranked as one of Forbes Best Large Employers in America (2018-2019).
General Description:
Responsible for the market evaluation and placement of new business and existing Premier accounts over $1,000 in revenue.
Evaluate and negotiate terms for high net worth (HNW) clients with complex insurance or risk management needs.
Establish and maintain strong relationships with management, producers, and carriers.
Responsibilities:
o Review and analyze insurance submissions for new and renewal business.
Includes coverage, limits, deductibles, retentions, and classifications.
Recommend improvements to insurance coverage.
o Market new and renewal submissions to carriers.
Includes application preparation and loss analysis.
o Analyze and compare carrier quotes for proper coverages, terms, and conditions.
o Negotiate competitive pricing and terms with carriers on client's behalf.
o Develop and maintain relationships with insurance company underwriters and brokers.
o Respond to underwriters' inquiries in a timely and professional manner.
o Prepare new business proposals to assist with sales efforts of Personal Risk Specialists.
Includes program recommendations and presentation documents.
o Maintain a high degree of accuracy in agency management and document management systems.
o Collaborate with Personal Risk Specialist and Client Advisors.
Ensure marketing expectations are met and agency procedures are followed.
o Stay current on industry and new product information, legislation, coverages, and technology.
Knowledge, Skills and Abilities:
o 5 years
experience in Personal Risk Property & Casualty insurance.
o High School Graduate.
College degree preferred.
o Comprehensive understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts.
Includes underwriting knowledge of the affluent/HNW carrier markets.
o Must hold or be willing to earn a Property & Casualty insurance license.
o Industry designation such as ARM, CIC, CPCU preferred, or intent to pursue a designation.
o Strong written, verbal, and interpersonal communication skills.
o Ability to carry out complex tasks with many concrete and abstract variables.
o Comfortable with internet-based programs and navigating carrier marketing websites.
Knowledge of Sagitta/WorkSmart preferred, but not required.
o Intermediate knowledge of Microsoft Office products.
o Ability to work in a fast-paced, team environment with minimal instruction.
o Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions.
GLDR#LI-AG1#LI-HybridUSI 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.
Salary Range:
$75,000 - $80,000.
This is a bonus-eligible position with a target incentive of 5%Job ID:
25729 Recommended Skills Communications Interpersonal Skills Innovation Sales Hospitality Retailing Estimated Salary: $20 to $28 per hour based on qualifications.
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