Insurance Placement Assistant

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world. The Insurance Placement Assistant role involves supporting Select Commercial Lines Producers with technical tasks and assisting in the marketing and placement of new business with partner insurance carriers.

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

Skills

• Minimum of 1 year of 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
• 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
• Knowledge of Workers' Compensation Experience Modification Analysis Tools and Property Valuation Tools, not necessary but 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 Overview