New Business Marketing Specialist Team Lead

2 weeks ago


City of Daşşak, United States USI Insurance Services Full time

Position Overview

Role: Regional Marketing Specialist

Company: USI Insurance Services

Location: Midatlantic region (DE, MD, DC, PA, WV or VA)

Key Responsibilities:

  • Oversee the operational functions of the New Business Marketing Specialist team
  • Promote potential client accounts to insurance carrier partners
  • Assist commercial lines sales representatives
  • Provide analytical insights and negotiate coverage terms with carriers
  • Manage the onboarding process for new clients
  • Track team performance and workload, offering coaching and development
  • Ensure compliance with service standards and monitor KPI reporting
  • Generate and review monthly performance reports
  • Conduct quality assessments as required
  • Facilitate services for new clients and offer technical support
  • Serve as a subject matter expert on proprietary platforms and solutions
  • Contribute innovative ideas during strategic planning sessions
  • Engage with prospective clients as necessary
  • Collaborate with sales teams to identify insurance requirements
  • Prepare submissions for carriers and negotiate terms
  • Develop proposal presentations and manage client onboarding processes
  • Stay informed on market trends, industry developments, and technological advancements

Qualifications:

  • Minimum of 10 years' experience in commercial property and casualty insurance
  • In-depth knowledge of insurance coverages, underwriting, and rating principles
  • Preferred college degree
  • Previous managerial experience is a plus
  • Required state Property & Casualty insurance license
  • Industry certifications such as ARM, CIC, and CPCU are advantageous
  • Excellent time management and communication abilities
  • Capability to thrive in a fast-paced environment and effectively prioritize tasks
  • Proficiency in Microsoft Office Suite and web-based applications
  • Familiarity with Sagitta/ImageRight is beneficial

This role offers an exciting opportunity to contribute to the insurance sector.

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