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, dedicated to personal and professional development. The National Marketing Tech Assistant role supports Personal Risk Producers by assisting in the marketing and placement of new business with insurance carriers, ensuring accuracy in agency management systems, and maintaining service standards.

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

• In addition to competitive pay, incentives, and benefits
• Summit Awards program, rewarding excellence in those who build our brand each day
• Employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives
• Award-winning wellness program
• College scholarships for associates' children
• Financial help in times of need
• A full-suite of competitive benefits for our growing population and its diverse needs
• A wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs
• A generous paid time off policy
• Paid family leave benefit
• Paid holiday time

Company Overview