Usi Holdings Corporation - Uniondale, NY

posted 3 days ago

Full-time - Mid Level
Uniondale, NY
5,001-10,000 employees
Insurance Carriers and Related Activities

About the position

The Regional Marketing Technical Assistant will support Select Commercial Lines Producers by completing technical resource tasks necessary for securing new business. This role also involves assisting the Select Marketing Specialist with the marketing and placement of new small 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.

Requirements

  • Minimum of 3-5 years' experience in Commercial Property & Casualty insurance.
  • 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 be willing to obtain one within an agreed-upon timeframe.

Nice-to-haves

  • Knowledge of Workers' Compensation Experience Modification Analysis Tools and Property Valuation Tools.

Benefits

  • 401(k)
  • Dental insurance
  • Disability insurance
  • Family leave
  • Health insurance
  • Health savings account
  • Life insurance
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