National Transportation Marketing Specialist

$75,000 - $90,000/Yr

Usi Holdings Corporation - Valhalla, NY

Full-time - Senior

Valhalla, NY

Insurance Carriers and Related Activities

About the position

The National Transportation Marketing Specialist at USI Holdings Corporation is responsible for the marketing and placement of small commercial lines accounts with various carriers. This role involves negotiating coverage terms, preparing proposals, and managing the binding process. The specialist will also provide national support and training to regional marketing teams, ensuring effective communication and collaboration across the organization.

Responsibilities

• Establish and maintain strong relationships with the sales team.
• Lead marketing review meetings to understand client's insurance needs and objectives.
• Market insurance opportunities to carrier partners for interest.
• Develop submissions to carriers and obtain comprehensive and competitive quotes.
• Complete follow-up calls to carrier underwriters.
• Negotiate terms with carriers on client's behalf.
• Manage submission inventory, including terms, rates, commission, and carrier responses.
• Prepare comprehensive proposals and bind coverage with underwriters.
• Act as a technical expert on market trends, pricing practices, and underwriting policies.
• Participate in carrier meetings and communicate information to Select operations and sales teams.
• Foster strong relationships with carrier partners.
• Utilize Power BI system to identify training and coaching opportunities.
• Maintain a high degree of accuracy in agency management systems.
• Provide coaching and mentoring to regional team members.
• Assist with onboarding and training.
• Keep current with industry, new product information, coverages, and technology.

Requirements

• 5+ years of small Property & Casualty marketing and placement experience.
• Bachelor's degree preferred.
• Comprehensive knowledge of Property & Casualty coverages, placement, underwriting, and rating concepts.
• Must hold Property & Casualty insurance license or be willing to obtain one within six months of hire.
• Desire to pursue industry designations such as CIC, ARM, AAI, CPCU, preferred.
• Comprehension of data and analytics.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Strong negotiation and communication skills.
• Sets priorities and manages workflow to ensure efficient, timely, and accurate work.
• Strong working knowledge of Microsoft Office suite, including Word and Excel.

Nice-to-haves

• Desire to pursue industry designations such as CIC, ARM, AAI, CPCU.

Benefits

• Health savings account
• Paid holidays
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Family leave
• Vision insurance
• Life insurance