Commercial Lines New Business Marketing Team Lead

USI Insurance Services • Seattle, WA

305d • $105,000 - $140,000

About The Position

Manage the operational activities of the New Business Regional Marketing Specialist unit/department. Actively market new prospective client accounts to carrier partners. Support commercial lines sales associates. Provide marketing analytics, negotiate carrier coverages, and finalize marketing and client onboarding process.

Requirements

• 10 years + experience in commercial property & casualty insurance agency.
• Comprehensive understanding of all property & casualty insurance coverages, underwriting, and rating concepts.
• College degree preferred.
• Prior managerial experience preferred.
• Must hold state Property & Casualty insurance license.
• Industry designations such as ARM, CIC, and CPCU preferred.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Working knowledge of internet-based programs and Microsoft Office products.
• Knowledge of Sagitta/ImageRight preferred, but not required.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Exceptional time management skills with the ability to prioritize and meet deadlines.
• Strong verbal and written communication skills.

Responsibilities

• Accountable for full-cycle recruitment, management, and development of assigned team. Includes monitoring staffing and workload, training, coaching, and performance management.
• Monitor team's adherence to service standards through Key Performance Indicator (KPI) reporting.
• Produce and monitor various monthly reports to ensure all new business has been addressed in a timely manner. Includes post-binding activities, team members open items, workloads, and backlog.
• Perform periodic quality audits, when necessary.
• Provide technical expertise in coordinating the service of new clients. Includes sales, account development, and problem solving. Act in accordance with client objectives, standards of service, and USI best practices.
• Serve as subject matter expert in USI's proprietary platform and solutions. Includes the stewardship process.
• Contribute information and ideas during strategy meetings.
• Occasional outside visits to prospects as needed.
• Work closely with sales associates to understand prospect's commercial lines insurance needs.
• Develop submissions to carriers and obtain quotes. Respond to underwriters' inquiries.
• Negotiate terms with carriers on prospect's behalf.
• Finalize the marketing process and prepare appropriate proposal presentations.
• Bind coverage for clients and execute client onboarding process.
• Develop knowledge of insurance markets on behalf of USI.
• Develop relationships with carrier underwriters and representatives.
• Serve as technical expert on market trends, pricing practices, and other underwriting policies.
• Maintain a high degree of accuracy in agency management and document management systems.
• Keep current with industry, new product information, legislation, coverages, and technology.

Benefits

• Medical, wellness, dental and vision insurance.
• 401(k) plan.
• Flexible spending and health savings accounts.
• Short and long-term disability insurance.
• Life insurance.
• Generous paid time off policy.
• Paid family leave benefit.
• 12 paid holidays.
• Bonus eligible position with a target incentive of 10%.
• 18 days of Paid Time Off/Paid Sick Leave per year.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree