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New Business Marketing Specialist Team Lead
2 months ago
Position Overview
Company: USI Insurance Services
Location: Midatlantic region (DE, MD, DC, PA, WV or VA)
Key Responsibilities:
- Oversee the daily operations of the New Business Marketing Specialist team
- Engage with potential client accounts and present to carrier partners
- Assist commercial lines sales representatives
- Analyze marketing data and negotiate coverage options with carriers
- Facilitate the onboarding process for new clients
- Assess team performance and manage workload, providing guidance and training
- Ensure compliance with service standards and monitor KPI metrics
- Generate and review monthly performance reports
- Conduct quality assurance audits as required
- Coordinate services for new clients and offer technical support
- Serve as a subject matter expert on proprietary platforms and solutions
- Contribute strategic insights during team meetings
- Conduct client visits as necessary
- Collaborate with sales teams to identify insurance requirements
- Prepare submissions for carriers and negotiate terms
- Develop and deliver proposal presentations and manage client onboarding
- Stay informed on industry trends, insurance markets, 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
- Prior experience in a managerial role is advantageous
- State Property & Casualty insurance license is mandatory
- Relevant industry designations such as ARM, CIC, and CPCU are preferred
- Excellent time management and communication abilities
- Capacity to thrive in a fast-paced environment and effectively prioritize tasks
- Proficient in Microsoft Office and web-based applications
- Familiarity with Sagitta/ImageRight is beneficial
This role offers a unique opportunity to impact the insurance sector positively.