National Marketing Tech Assistant jobs in United States
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USI Insurance Services · 1 day ago

National Marketing Tech Assistant

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, and they are seeking a National Marketing Tech Assistant to support Personal Risk Producers and assist with marketing new business. The role involves reviewing submissions, following up with producers, quoting online, and maintaining accuracy in agency management systems.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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Growth Opportunities

Responsibilities

Work with the Regional Marketing Specialist. Review, input, and submit new business submissions in company’s agency management systems
Support Regional Marketing Specialist with follow-up information from Producers on recorded new business wins
Assist the Regional Marketing Specialist to quote online via carrier rating tools or submit to underwriter
Assist the Regional Marketing Specialist to complete marketing summary. Includes outlining terms, rates, commission, binding order documents, and carrier responses
Meet service standards and best practices developed by USI
Maintain a high degree of accuracy in agency management systems
Keep informed about industry information, technology, and trends

Qualification

Property & Casualty licenseAgency management systemsSagitta/WorkSmartMicrosoft OfficeCommunication skills

Required

High School Graduate
Must hold a state Property & Casualty insurance license or willing to obtain
Knowledge of agency management systems, workflow procedures, underwriting, sales, and service processes
Strong written, verbal, and interpersonal communication skills
Must be comfortable with internet-based programs and knowledge of Microsoft Office suite
Ability to work in a fast-paced, team environment with minimal instruction

Preferred

College degree preferred
Knowledge of Sagitta/WorkSmart preferred

Benefits

Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Paid time off policy
Paid family leave benefit
Paid holiday time

Company

USI Insurance Services

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USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.

Funding

Current Stage
Late Stage
Total Funding
$1B
Key Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired

Leadership Team

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Stew Gibson
Senior Vice President and Chief Information Officer
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Dave Petno
Vice President, Employee Benefits Consultant
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Company data provided by crunchbase