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Regional Marketing Operations Manager

2 months ago

Clifton Park, New York, United States USI Insurance Services Full time
Overview: Oversee the operational functions of the New Business Regional Marketing Specialist division. Proactively promote new potential client accounts to insurance carrier partners. Assist commercial lines sales representatives. Provide marketing insights, negotiate insurance terms, and complete the client onboarding process.

Key Responsibilities:

· Spearhead marketing initiatives and negotiate insurance placements for middle market clients in the designated region.

  • Collaborate with production, operations, and technology teams to develop specifications, submissions, and engage with markets.
  • Responsible for the full-cycle recruitment, management, and growth of the assigned team. This includes monitoring staffing levels, workload distribution, training, coaching, and performance evaluations.
  • Ensure the team's compliance with service standards through Key Performance Indicator (KPI) analysis.
  • Generate and review various monthly reports to guarantee timely attention to all new business. This encompasses post-binding activities, team members' pending items, workloads, and backlog management.
  • Conduct periodic quality assessments as necessary.
  • Provide expert guidance in coordinating the service of new clients, including sales, account development, and issue resolution. Align with client objectives, service standards, and USI best practices.
  • Act as a subject matter expert in USI's proprietary platform and solutions, including the stewardship process.
  • Contribute valuable insights during strategic meetings.
  • Occasionally visit prospects as required.
  • Collaborate closely with sales representatives to assess prospects' commercial lines insurance requirements.
  • Prepare submissions for carriers and secure quotes. Address underwriters' inquiries promptly.
  • Negotiate terms with carriers on behalf of clients.
  • Conclude the marketing process and prepare suitable proposal presentations.
  • Secure coverage for clients and execute the client onboarding procedure.
  • Enhance knowledge of insurance markets on behalf of USI.
  • Build relationships with carrier underwriters and representatives.
  • Serve as a technical authority on market trends, pricing strategies, and underwriting policies.
  • Maintain high accuracy in agency management and documentation systems.
  • Stay updated with industry developments, new product information, legislation, coverages, and technology.

Required Knowledge, Skills, and Abilities:

  • 6-7 years of experience in commercial property & casualty insurance agency. Thorough understanding of all property & casualty insurance coverages, underwriting, and rating principles.
  • Previous marketing and negotiation experience with insurance carriers and effective communication with producers is essential.
  • A college degree is preferred.
  • Prior managerial experience is advantageous. Ability to lead others effectively.
  • Must possess a state Property & Casualty insurance license.
  • Industry designations such as ARM, CIC, and CPCU are preferred.
  • Capability to execute complex tasks involving numerous concrete and abstract variables.
  • Proficient in internet-based applications and Microsoft Office suite.
  • Familiarity with Sagitta/ImageRight is preferred but not mandatory.
  • Ability to thrive in a fast-paced, team-oriented environment with minimal supervision.
  • Exceptional time management skills with the ability to prioritize tasks and meet deadlines.
  • Maintain strong relationships with clients, colleagues, carriers, vendors, and other business contacts.
  • Excellent verbal and written communication skills.

Salary Range: $115,000 - $120,000



Why Choose USI? With over $2.5 billion in revenue and a workforce exceeding 10,000 across more than 200 offices nationwide, USI stands as one of the largest insurance brokerage and consulting firms globally. We foster a dynamic culture of personal and professional development within the industry. Our commitment to our associates is evident in our robust employee reward and recognition programs. Discover what makes USI an outstanding workplace.
Unmatched Resources and Support USI distinguishes itself as a premier insurance brokerage and consulting firm through our innovative value proposition, delivering clients a comprehensive suite of risk management and benefit solutions with tangible financial impact. Our approach encompasses Omni, Network, and Enterprise—the three essential elements that set USI apart from competitors. Through this framework, we design strategic, timely, and effective risk management and benefit programs that are easily comprehensible, demonstrating their positive economic impact.
Leading Programs, Rewards, and Recognition Beyond competitive compensation, incentives, and benefits, USI acknowledges associates through our Summit Awards program, celebrating excellence among those who enhance our brand daily. We offer initiatives that recognize outstanding achievements and support our associates in leading healthy, productive lives. Our award-winning wellness program, college scholarships for associates' children, and financial assistance during challenging times exemplify our commitment to our team.
Community Engagement We are dedicated to giving back to our local communities and fostering a culture of environmental sustainability. Our efforts include volunteering our time, talent, and resources to support local non-profits, animal shelters, and environmental restoration projects, as well as partnering with eco-conscious vendors to minimize our environmental footprint.
Commitment to Diversity, Equity, and Inclusion Our acclaimed diversity, equity, and inclusion program educates our associates to better understand and serve our clients, prospects, fellow team members, and local communities through tailored education and training resources, employee support programs, and community outreach initiatives aimed at cultivating a more diverse, equitable, and inclusive culture.
Recognized as a Top Insurance Employer
  • Acknowledged as one of Insurance Business America's Top Insurance Employers for six consecutive years
  • Featured in Business Insurance's annual list of the Best Places to Work in Insurance for four consecutive years
  • Honored with the American Heart Association's Gold Status for maintaining a culture of health and well-being for five consecutive years
  • Visit our website for a comprehensive list of industry awards and recognitions

USI is dedicated to providing a comprehensive suite of competitive benefits tailored to our diverse workforce. We offer an extensive range of health, welfare, and financial benefits, including medical, wellness, dental, and vision plans, 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 provides a generous paid time off policy, paid family leave benefits, and paid holiday time.


$115,000 - $120,000