Jobs · Marketing · Florida

Select New Business Marketing - Fort Lauderdale

USI Insurance Services · Fort Lauderdale, FL · 4 days ago
MarketingFull-time

Requirements

This position is responsible for independently managing the marketing/placement of new account opportunities (small business) with partner insurance carriers. Responsible for providing support to Select Commercial producers as a resource for negotiating carrier coverages and terms, preparation of proposals, and finalizing the placement/binding process.

  • Establishing/maintaining a relationship with production team; obtaining pertinent information via the producer to obtain a quotation
  • Serving as a source of knowledge of appetite, market trends, pricing practices, contacts, and other underwriting policies
  • Taking part in carrier meetings and sharing information with Select operations and sales
  • Negotiating and selling the opportunity to carrier partners for interest; quoting online via carrier rating tools or submitting to underwriter
  • Collaborating with Team Lead when necessary
  • Completing marketing summary outlining terms, rates, commission, bind order documents, and carrier responses including reason for declination
  • Binding coverage with underwriters and finalizing the marketing process
  • Completing and maintaining accurate documentation in agency management systems, marketing file of each account handled

Qualifications

Required to perform essential functions; meeting service standards and best practices developed by USI. Additional projects and duties as assigned.

  • 3-7 years’ experience in Commercial Property & Casualty; a comprehensive understanding of all Property & Casualty insurance coverages, placement, underwriting and rating concepts
  • College degree and insurance designations (CIC, ARM, AAI, CPCU) preferred
  • 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
  • Setting priorities and managing workflow to ensure efficient, timely, and accurate work
  • Informed regarding industry and new product information, legislation, coverages and technology to continuously improve knowledge and performance
  • Knowledge of agency management system, workflow procedures, underwriting, sales and service processes
  • 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
  • Maintaining 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

Benefits

Comprehensive benefits package 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. Generous paid time off policy, paid family leave benefit, and paid holiday time.

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