USI Insurance Services · 1 week ago
National Marketing Specialist
USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, committed to providing dynamic personal and professional development for its associates. The National Marketing Specialist is responsible for market evaluation and placement of new business and existing accounts, negotiating terms for high net worth clients, and maintaining strong relationships with management and carriers.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Review and analyze insurance submissions for new and renewal business. Includes coverage, limits, deductibles, retentions, and classifications. Recommend improvements to insurance coverage
Market new and renewal submissions to carriers. Includes application preparation and loss analysis
Analyze and compare carrier quotes for proper coverages, terms, and conditions
Negotiate competitive pricing and terms with carriers on client’s behalf
Develop and maintain relationships with insurance company underwriters and brokers
Respond to underwriters’ inquiries in a timely and professional manner
Prepare new business proposals to assist with sales efforts of Personal Risk Specialists. Includes program recommendations and presentation documents
Maintain a high degree of accuracy in agency management and document management systems
Collaborate with Personal Risk Specialist and Client Advisors. Ensure marketing expectations are met and agency procedures are followed
Stay current on industry and new product information, legislation, coverages, and technology
Qualification
Required
5 years + experience in Personal Risk Property & Casualty insurance
High School Graduate
Comprehensive understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts. Includes underwriting knowledge of the affluent/HNW carrier markets
Must hold or be willing to earn a Property & Casualty insurance license
Strong written, verbal, and interpersonal communication skills
Ability to carry out complex tasks with many concrete and abstract variables
Comfortable with internet-based programs and navigating carrier marketing websites
Intermediate knowledge of Microsoft Office products
Ability to work in a fast-paced, team environment with minimal instruction
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions
Preferred
College degree preferred
Industry designation such as ARM, CIC, CPCU preferred, or intent to pursue a designation
Knowledge of Sagitta/WorkSmart preferred, but not required
Benefits
Employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives
Award-winning wellness program
College scholarships for associates' children
Financial help in times of need
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Generous paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Recent News
USI Insurance Services
2025-10-25
2025-10-21
Company data provided by crunchbase