Insurance Operations Specialist

7 days ago


Dallas, Texas, United States USI Holdings Corporation Full time

About the Role

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As an Insurance Operations Specialist at USI Holdings Corporation, you will be part of a dynamic team responsible for delivering exceptional insurance solutions to clients. This role is ideal for individuals with a strong background in commercial property and casualty insurance.

Key Responsibilities

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  • Collaborate with Regional Marketing Specialists to review, input, submit, and document new business submissions in agency management systems.">
  • Utilize carrier rating tools to obtain comprehensive and competitive quotes for accounts up to $5,000 in revenue. Under guidance, complete follow-up calls to carrier underwriters.">
  • Negotiate terms with carriers on behalf of clients.">
  • Assist with client proposal preparation and binding coverage with underwriters.">
  • Develop and maintain strong relationships with the sales team.">
  • Participate in marketing review meetings to understand client insurance needs.">
  • Build effective relationships with carrier partners.">
  • Assist Regional Marketing Specialists with submission inventory, including terms, rates, commission, and carrier responses.">
  • Coordinate carrier engagement meetings with guidance.">
  • Adhere to the National Code Strategy in assigned regions.">
  • Stay current with industry developments, new products, coverages, and technology.">
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Requirements

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  • 1-2 years of experience in commercial property and casualty insurance, with a basic understanding of Property & Casualty insurance coverages, placement, underwriting, and rating concepts.">
  • A valid Property & Casualty insurance license or willingness to obtain one within six months of hire.">
  • A desire to pursue industry designations such as CIC, ARM, AAI, CPCU (preferred).">
  • Familiarity with Power BI and data analytic tools, including ability to read data.">
  • Knowledge of insurance carrier systems for submission and quoting (a plus).">
  • Ability to work in a fast-paced team environment.">
  • Prioritize tasks and manage workflow to ensure efficient, timely, and accurate work.">
  • Working knowledge of Microsoft Office products, including Word and Excel (preferred).">
  • Strong communication and organizational skills.">
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Benefits

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USI offers a competitive salary range of $55,000-$70,000 per year, depending on location and experience. Additionally, benefits include medical, wellness, dental, and vision plans, 401(k), flexible spending accounts, short and long-term disability, life insurance, and paid time off.

About USI

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With over $2.5 billion in revenue and 10,000+ associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms globally. We foster a dynamic culture of personal and professional growth, offering unparalleled resources and support to our associates.

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