USI Insurance Services · 1 day ago
Commercial Lines Marketing Associate
Blue Bell, PA
Full-time
Onsite
Mid Level
$65K/yr - $80K/yr
3+ years expUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, dedicated to providing comprehensive risk management and benefit solutions. The Commercial Lines Marketing Associate will assist regional Marketing Specialists in the marketing and placement of new business with partner insurance carriers, while also supporting commercial lines producers with various technical tasks.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Assist regional Marketing Specialists with new business submissions. Review, input, submit, and accurately document in agency management systems
Help with preparation of applications, schedules, and summaries of insurance
Assist Marketing Specialists with quotes. Includes online via carrier rating tools or submitting to underwriter
Assist with completing marketing summaries and proposals. Includes outlining terms, rates, commission, and binding order documents/subjectivities
Request information from insurance carriers such as loss runs
Provide various proof of insurance documents. Includes auto ID cards, certificates of insurance, and evidence of property insurance forms
Invoice clients, including fee and premium finance agreements and complex invoicing
Assist with Surplus Lines documentation
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
Maintain a high degree of accuracy in agency management systems and technology platforms
Meet service standards and best practices developed by USI
Qualification
Required
3-5 years of experience in commercial property & casualty insurance agency
Comprehensive understanding of all property & casualty insurance coverages, placement, underwriting, and rating concepts
Must hold or be willing to earn state Property & Casualty insurance license
Experience with insurance carrier systems for submission and quoting
Ability to work in a fast-paced, team environment with minimal instruction
Sales driven and solution oriented to help meet production and growth goals
Strong problem-solving, negotiation, and communication skills
Sets priorities and manages workflow to ensure efficient, timely, and accurate work
Working knowledge of Microsoft Office suite, including Word and Excel
Ability to maintain relationships with sales team, co-workers, carriers, vendors, and other business contacts
Preferred
Knowledge of Workers' Compensation Experience Modification analysis tools and Property Valuation tools a plus
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
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10001+ employees
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
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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