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Description and Requirements General Description: Support Personal Risk Producers by completing tasks to secure new business. Assist the Marketing Specialist with marketing/placement of new business with insurance carriers. Responsibilities: • Work with the Regional Marketing Specialist. Review, input, and submit new business submissions in company’s agency management systems. • Support Regional Marketing Specialist with follow-up information from Producers on recorded new business wins. • Assist the Regional Marketing Specialist to quote online via carrier rating tools or submit to underwriter. • Assist the Regional Marketing Specialist to complete marketing summary. Includes outlining terms, rates, commission, binding order documents, and carrier responses. • Meet service standards and best practices developed by USI. • Maintain a high degree of accuracy in agency management systems. • Keep informed about industry information, technology, and trends. Knowledge, Skills and Abilities: • High School Graduate. College degree preferred. • Must hold a state Property & Casualty insurance license or willing to obtain. • Knowledge of agency management systems, workflow procedures, underwriting, sales, and service processes. • Knowledge of Sagitta/WorkSmart preferred. • Strong written, verbal, and interpersonal communication skills. • Must be comfortable with internet-based programs and knowledge of Microsoft Office suite. • Ability to work in a fast-paced, team environment with minimal instruction.
Compensation $45-$55k & 5% Bonus Listed by USI Apply now Share this job