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USI Insurance Services · 3 days ago

Insurance Placement Assistant

St Louis, MO

Full-time

Hybrid

Mid Level

3+ years exp

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, investing heavily in the growth and success of its associates. The Insurance Placement Assistant will support Select Commercial Lines Producers and assist in the marketing and placement of new business with partner insurance carriers.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

Responsibilities

Assist the Regional Marketing Specialist to review, input, submit, and accurately document New Business Submissions in agency management systems

Assist the Regional Marketing Specialist to quote online via carrier rating tools, or submit to underwriter

Complete Workers’ Compensation Experience Modification Analyses in Mod Master or other similar resource

Complete Property Valuation Reports via Marshall and Swift or other similar resource

Assist the Regional Marketing Specialist to complete marketing summary outlining terms, rates, commission, bind order documents, and carrier responses including reason for declination

Required to perform essential functions; meeting service standards and best practices developed by USI

Qualification

Commercial Property & CasualtyAgency management systemInsurance carrier systemsWorkers’ Compensation AnalysisProperty Valuation ToolsProficient in WordExcelSales drivenCommunication skillsProblem solvingTeamwork

Required

Minimum of 3-5 years' experience in Commercial Property & Casualty; a comprehensive understanding of all Property & Casualty insurance coverages, placement, underwriting and rating concepts

Knowledge of agency management system, workflow procedures, underwriting, sales and service processes

Knowledge of insurance carrier systems for submission and quoting

Knowledge of Workers' Compensation Experience Modification Analysis Tools and Property Valuation Tools, not necessary but a plus

Proficient in Word and Excel

Strong written, oral and interpersonal communication skills

Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe

Ability to work in a fast-paced environment with minimal instruction, strong business acumen, and a high degree of frequency

Sales driven and solution oriented to help meet production and growth goals

Ability to creatively and proactively problem solve and negotiate

Sets priorities and manages workflow to ensure efficient, timely, and accurate work

Maintain a cordial and effective relationship with production team, co-workers, carriers, vendors, and other business contacts; ability to work in a team environment

Effective interactions/communications with others; cooperating purposefully and providing information, guidance, as needed, to achieve the business goals of USI