New Business Marketing Team Lead
2 weeks ago
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 training as needed
- Ensure compliance with service standards and KPI metrics
- Generate and review monthly performance reports
- Conduct quality assessments when required
- Facilitate services for new clients and offer technical guidance
- Serve as a subject matter expert on proprietary platforms and solutions
- Contribute innovative ideas during strategic planning sessions
- Engage with prospects as necessary
- Collaborate with sales representatives to assess insurance requirements
- Prepare submissions for carriers and negotiate contract terms
- Develop proposal presentations and manage client onboarding processes
- Stay informed on insurance 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 practices, and rating methodologies
- Bachelor's degree preferred
- Previous managerial experience is advantageous
- Valid State Property & Casualty insurance license required
- Industry certifications such as ARM, CIC, and CPCU are preferred
- Excellent time management and communication abilities
- Capacity to thrive in a fast-paced environment and prioritize effectively
- Proficiency in Microsoft Office Suite and web-based applications
- Familiarity with Sagitta/ImageRight is a plus
This role offers a unique opportunity to impact the insurance sector positively.
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