Commercial Lines New Business Marketing Specialist Team Lead
4 weeks ago
We are seeking a highly skilled and experienced Marketing Team Lead to join our Commercial Lines New Business team at USI Insurance Services. As a key member of our team, you will be responsible for leading the operational activities of the New Business Regional Marketing Specialist unit/department, actively marketing new prospective client accounts to carrier partners, and supporting commercial lines sales associates.
Key Responsibilities- Manage the full-cycle recruitment, management, and development of assigned team members, including monitoring staffing and workload, training, coaching, and performance management.
- Monitor team's adherence to service standards through Key Performance Indicator (KPI) reporting.
- Produce and monitor various monthly reports to ensure all new business has been addressed in a timely manner, including post-binding activities, team members' open items, workloads, and backlog.
- Perform periodic quality audits, when necessary.
- Provide technical expertise in coordinating the service of new clients, including sales, account development, and problem-solving.
- Serve as a subject matter expert in USI's proprietary platform and solutions, including the stewardship process.
- Contribute information and ideas during strategy meetings.
- Occasional outside visits to prospects as needed.
- Work closely with sales associates to understand prospects' commercial lines insurance needs.
- Develop submissions to carriers and obtain quotes. Respond to underwriters' inquiries.
- Negotiate terms with carriers on prospects' behalf.
- Finalize the marketing process and prepare appropriate proposal presentations.
- Bind coverage for clients and execute client onboarding process.
- Develop knowledge of insurance markets on behalf of USI.
- Develop relationships with carrier underwriters and representatives.
- Serve as a technical expert on market trends, pricing practices, and other underwriting policies.
- Maintain a high degree of accuracy in agency management and document management systems.
- Keep current with industry, new product information, legislation, coverages, and technology.
- 10 years + experience in commercial property & casualty insurance agency.
- Comprehensive understanding of all property & casualty insurance coverages, underwriting, and rating concepts.
- College degree preferred.
- Prior managerial experience preferred. Ability to manage others effectively.
- Must hold state Property & Casualty insurance license.
- Industry designations such as ARM, CIC, and CPCU preferred.
- Ability to carry out complex tasks with many concrete and abstract variables.
- Working knowledge of internet-based programs and Microsoft Office products.
- Knowledge of Sagitta/ImageRight preferred, but not required.
- Ability to work in a fast-paced, team environment with minimal instruction.
- Exceptional time management skills with the ability to prioritize and meet deadlines.
- Maintain relationships with clients, co-workers, carriers, vendors, and other business contacts.
- Strong verbal and written communication skills.
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