Regional Marketing Operations Manager

2 weeks 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 engage with potential client accounts and carrier partners. Assist commercial lines sales representatives. Deliver marketing insights, negotiate insurance terms, and manage the client onboarding process effectively.

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 create specifications, submissions, and engage with markets.
  • Responsible for the complete recruitment, management, and development of the assigned team, including monitoring staffing levels, workload distribution, training, coaching, and performance evaluations.
  • Ensure the team's compliance with service standards through Key Performance Indicator (KPI) assessments.
  • Generate and review various monthly reports to confirm that all new business opportunities are addressed promptly, including post-binding activities and team members' pending tasks.
  • Conduct periodic quality audits as required.
  • Provide specialized knowledge in managing the service of new clients, encompassing sales, account development, and issue resolution. Adhere to client objectives, service standards, and USI best practices.
  • Act as a subject matter expert on USI's proprietary platform and solutions, including the stewardship process.
  • Contribute valuable insights during strategic meetings.
  • Occasionally visit prospects as necessary.
  • Collaborate closely with sales representatives to assess the commercial lines insurance needs of prospects.
  • Develop submissions for carriers and secure quotes. Address inquiries from underwriters.
  • Negotiate terms with carriers on behalf of clients.
  • Complete the marketing process and prepare relevant proposal presentations.
  • Secure coverage for clients and manage the client onboarding process.
  • Enhance knowledge of insurance markets on behalf of USI.
  • Cultivate 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 informed about industry developments, new product information, regulations, coverages, and technology advancements.

Qualifications:

  • 6-7 years of experience in commercial property & casualty insurance agency, with a thorough understanding of all property & casualty insurance coverages, underwriting, and rating principles.
  • Previous experience in marketing and negotiating with insurance carriers and effective communication with producers is essential.
  • A college degree is preferred.
  • Prior experience in a managerial role is advantageous, with the ability to lead effectively.
  • Must possess a state Property & Casualty insurance license.
  • Industry designations such as ARM, CIC, and CPCU are preferred.
  • Ability to execute complex tasks involving various concrete and abstract variables.
  • Proficient in internet-based applications and Microsoft Office Suite.
  • Familiarity with Sagitta/ImageRight is preferred but not mandatory.
  • Capacity to thrive in a fast-paced, collaborative 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 partners.
  • Excellent verbal and written communication abilities.

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 have fostered a dynamic culture of personal and professional development within the industry, investing significantly in our associates and celebrating their growth through unique employee recognition programs.
Unmatched Resources and Support
USI distinguishes itself as a premier insurance brokerage through its innovative value proposition, delivering clients a comprehensive suite of risk management and benefit solutions with tangible financial benefits.
Leading Programs, Rewards, and Recognition
Beyond competitive compensation, incentives, and benefits, USI acknowledges associates through our Summit Awards program, celebrating excellence in those who enhance our brand daily. We also offer wellness initiatives, scholarships for associates' children, and financial assistance during challenging times.
Community Engagement
We are dedicated to supporting our local communities and promoting environmental sustainability through volunteer efforts and partnerships with eco-conscious vendors.
Diversity, Equity, and Inclusion Commitment
Our award-winning DEI program educates associates to better serve clients and communities through tailored training resources and outreach initiatives.
Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years.
  • Featured on Business Insurance's annual list of the Best Places to Work in Insurance for four years running.
  • Awarded Gold Status by the American Heart Association for maintaining a culture of health and well-being for five consecutive years.

USI is committed to providing a comprehensive suite of competitive benefits tailored to our diverse workforce, including health, welfare, and financial benefits, along with generous paid time off and family leave policies.


$115,000 - $120,000

  • Regional Marketing Operations Manager

    7 days 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: ...

  • Regional Marketing Specialist Supervisor

    2 weeks ago

    Clifton Park, New York, United States USI Insurance Services Full time

    Overview: Oversee the daily functions of the New Business Regional Marketing Specialist division. Proactively engage with potential client accounts and collaborate with carrier partners. Assist commercial lines sales representatives and provide comprehensive marketing analytics, negotiate coverage options, and manage the client onboarding process. Key...

  • Regional Business Development Manager

    5 days ago

    Clifton Park, New York, United States Westfield Full time

    Job DescriptionThe Regional Business Development Manager is responsible for representing Westfield in an assigned field territory, with responsibility for the marketing and profitable production of surety business through the agency distribution system and carrying out people management activities.Key ResponsibilitiesBusiness Development: Represents...

  • Regional Environmental Engineer

    2 weeks ago

    Clifton Park, New York, United States Casella Waste Systems Full time

    Position OverviewThe Regional Environmental Engineer plays a crucial role in ensuring adherence to environmental regulations and permit obligations while serving as the primary technical authority on engineering and environmental matters for designated sites. This role involves applying engineering methodologies to create detailed reports, perform regular...

  • Sales and Marketing Associate

    1 week ago

    Clifton Park, New York, United States DKR Solutions, Inc. Full time

    Job OverviewDKR Solutions, Inc. is seeking motivated individuals to fill an entry-level role within our Sales and Marketing Department. This position is ideal for those looking to kickstart their career in a dynamic environment. No prior experience is required, as we provide comprehensive training to ensure your success.About Us: DKR Solutions, Inc. stands...

  • Assistant General Manager

    2 days ago

    Clifton Park, New York, United States Gilbride Management Group (GMG) Full time

    Job DescriptionJob Title: Assistant General Manager - Aquatics OperationsReports to: General ManagerFLSA Status: ExemptFull time position: minimum of 40 hours per week, nights and weekends requiredSummary: Oversees the quality and success of Goldfish Swim School. This encompasses all daily operations including safety, staffing, pool operations, swim lesson...

  • Marketing Assistant Internship

    2 weeks ago

    Clifton Park, New York, United States GTM Payroll Services Inc Full time

    Job OverviewGTM Payroll Services Inc. is dedicated to providing user-friendly payroll and human capital management solutions, along with Human Resources consulting. We take pride in our commitment to excellence and are focused on fostering talent within our organization. We are currently seeking a passionate and driven Marketing Intern to support our...

  • Operations Manager

    2 days ago

    Clifton Park, New York, United States Casella Waste Systems Full time

    Job SummaryThe Operations Manager is a key role within Casella Waste Systems, responsible for overseeing the recycling and post-collections activities at our Material Recovery Facility (MRF). This position requires a strong leader who can collaborate with senior management to execute business strategy and drive functional excellence.Key...

  • Facilities Operations Manager

    1 week ago

    Clifton Park, New York, United States Peregrine Senior Living Full time

    Job Title: Facilities Operations ManagerLocation: Clifton Park, NYCompany: Peregrine Senior LivingJob Type: Full TimeSalary Range: $60,000 - $63,000 annually (based on experience)Position Overview:Peregrine Senior Living at Clifton Park is seeking a meticulous and committed Facilities Operations Manager to enhance our operational efficiency.Oversee and...

  • Service Operations Manager

    1 week ago

    Clifton Park, New York, United States A. Johnson Plumbing and Heating, Inc. Full time

    Job OverviewPosition: Plumbing and Heating Service ManagerCompany: A. Johnson Plumbing and Heating Inc.Location: Clifton Park, NYAbout Us:A. Johnson Plumbing and Heating is dedicated to providing exceptional plumbing and heating solutions to our community. Our team is composed of skilled professionals who prioritize customer satisfaction and quality service....

  • Front of House Operations Manager

    2 weeks ago

    Clifton Park, New York, United States Cooper Connect Full time

    Job OverviewCompany: Cooper ConnectAt Cooper Connect, we are committed to fostering a vibrant team culture that emphasizes stewardship, excellence, and enjoyment in the workplace.About UsCooper Connect has consistently achieved outstanding customer satisfaction ratings and is recognized as a leader in the Quick Service Restaurant industry.Employee Value...

  • Service Operations Manager

    7 days ago

    Clifton Park, New York, United States A. Johnson Plumbing and Heating, Inc. Full time

    Job OverviewPosition: Plumbing and Heating Service ManagerCompany: A. Johnson Plumbing and Heating Inc.Location: Clifton Park, NYAbout Us:A. Johnson Plumbing and Heating is dedicated to providing exceptional plumbing and heating solutions to our clients. Our professional team is committed to excellence and customer satisfaction. We are in search of a skilled...

  • Restaurant Operations Manager

    3 days ago

    Clifton Park Center, New York, United States Carrols Corporation Full time

    Restaurant Operations Manager Job SummaryCarrols LLC is the largest Burger King Franchise, with over 800 restaurants across the country. We're a dynamic and fast-paced organization that's always looking for talented individuals to join our team.About the RoleWe're seeking a highly motivated and organized Restaurant Operations Manager to join our team. As a...

  • Service Operations Manager

    2 weeks ago

    Clifton Park, New York, United States A. Johnson Plumbing and Heating, Inc. Full time

    Job OverviewPosition: Plumbing and Heating Service ManagerCompany: A. Johnson Plumbing and Heating Inc.Location: Clifton Park, NYAbout Us:A. Johnson Plumbing and Heating is dedicated to providing exceptional plumbing and heating solutions to our clients. Our team is composed of skilled professionals who are committed to excellence and customer satisfaction....

  • Clinical Social Services Supervisor

    2 weeks ago

    Clifton Springs, New York, United States Rochester Regional Health Full time

    OVERVIEW Under the guidance of the Director/Manager, this role is responsible for managing the daily functions of the department, including supervising staff. As a vital member of the interdisciplinary team, the individual will apply social work expertise to support the psychosocial health and welfare of residents and their families. This position also...

  • Surety Business Growth Leader

    5 days ago

    Clifton Park, New York, United States Westfield Full time

    Job DescriptionThe Regional Business Development Manager is responsible for representing Westfield in an assigned field territory, with responsibility for the marketing and profitable production of surety business through the agency distribution system and carrying out people management activities.Key ResponsibilitiesBusiness Development: Represents...

  • Client Relationship Manager

    5 days ago

    Clifton Park, New York, United States NESCO Inc Full time

    About the RoleNESCO Inc is seeking a highly skilled and experienced Business Development Representative to join our team. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building and maintaining strong relationships with clients, and driving revenue growth.Key ResponsibilitiesBusiness...

  • National Advertising Marketing Coordinator

    1 day ago

    Massapequa Park, New York, United States Sapphire Solutions Full time

    About Sapphire SolutionsSapphire Solutions is a leading food retailer with a strong presence in the market. Our company is built on the successful collaboration of three levels: Nationwide, around 3,600 independent merchants give us a face. They take on the role of the local supplier, representing food quality and enjoyment. They are supported by seven...

  • Lead Security Officer

    5 days ago

    Clifton Springs, New York, United States Rochester Regional Health Full time

    Job SummaryThe Safety and Security Manager preserves the peace and good order within Rochester Regional Health facilities. Ensuring a safe environment for all individuals on the property is a top priority. The role involves performing security patrols, responding to security calls, conducting initial investigations, and actively participating in visitor and...

  • Insurance Account Manager

    3 days ago

    Clifton Park, New York, United States GTM Insurance Agency Full time

    Job DescriptionJob Summary:The primary function of this role is to provide and ensure quality service to clients. As a Commercial & Personal Lines Account Manager at GTM Insurance Agency, you will be the liaison between insurance companies and our clients. Your client service skills will include addressing coverage issues, handling all internal service work...