Note: The job is a remote job and is open to candidates in USA. USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, and they are seeking a National Marketing Tech Assistant to support Personal Risk Producers and assist with marketing new business. The role involves reviewing submissions, following up with producers, quoting online, and maintaining accuracy in agency management systems.
Responsibilities
- Work with the Regional Marketing Specialist. Review, input, and submit new business submissions in company’s agency management systems
- Support Regional Marketing Specialist with follow-up information from Producers on recorded new business wins
- Assist the Regional Marketing Specialist to quote online via carrier rating tools or submit to underwriter
- Assist the Regional Marketing Specialist to complete marketing summary. Includes outlining terms, rates, commission, binding order documents, and carrier responses
- Meet service standards and best practices developed by USI
- Maintain a high degree of accuracy in agency management systems
- Keep informed about industry information, technology, and trends
Skills
- High School Graduate
- Must hold a state Property & Casualty insurance license or willing to obtain
- Knowledge of agency management systems, workflow procedures, underwriting, sales, and service processes
- Strong written, verbal, and interpersonal communication skills
- Must be comfortable with internet-based programs and knowledge of Microsoft Office suite
- Ability to work in a fast-paced, team environment with minimal instruction
- College degree preferred
- Knowledge of Sagitta/WorkSmart preferred
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
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services. It was founded in 1994, and is headquartered in Valhalla, New York, USA, with a workforce of 10001+ employees. Its website is https://www.usi.com/.
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