USI Insurance Services
Personal Risk Marketing/Quoting Specialist
USI Insurance Services, Bedford, New Hampshire, us, 03110
Position Overview
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Personal Risk Marketing/Quoting Specialist
role at
USI Insurance Services .
General Description Responsible for the market evaluation and placement of new business and existing Premier accounts over $1,000 in revenue. Evaluate and negotiate terms for high net worth (HNW) clients with complex insurance or risk management needs. Establish and maintain strong relationships with management, producers, and carriers.
Job Responsibilities
Review and analyze insurance submissions for new and renewal business, including coverage, limits, deductibles, retentions, and classifications. Recommend improvements to insurance coverage.
Market new and renewal submissions to carriers, including application preparation and loss analysis.
Analyze and compare carrier quotes for proper coverages, terms, and conditions.
Negotiate competitive pricing and terms with carriers on client’s behalf.
Develop and maintain relationships with insurance company underwriters and brokers.
Respond to underwriters’ inquiries in a timely and professional manner.
Prepare new business proposals to assist with sales efforts of Personal Risk Specialists, including program recommendations and presentation documents.
Maintain a high degree of accuracy in agency management and document management systems.
Collaborate with Personal Risk Specialist and Client Advisors to ensure marketing expectations are met and agency procedures are followed.
Stay current on industry and new product information, legislation, coverages, and technology.
Knowledge, Skills & Abilities
5+ years of experience in Personal Risk Property & Casualty insurance.
High School Graduate. College degree preferred.
Comprehensive understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts, including HNW carrier markets.
Must hold or be willing to earn a Property & Casualty insurance license.
Industry designation such as ARM, CIC, CPCU preferred, or intent to pursue one.
Strong written, verbal, and interpersonal communication skills.
Ability to carry out complex tasks with many concrete and abstract variables.
Comfortable with internet-based programs and navigating carrier marketing websites; knowledge of Sagitta/WorkSmart preferred.
Intermediate knowledge of Microsoft Office products.
Ability to work in a fast‑paced, team environment with minimal instruction.
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions.
Why USI With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in our associates, celebrating their growth and success through unique employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers clients a robust set of risk‑management and benefit solutions with a bottom‑line financial impact. It features Omni, Network, Enterprise—three key elements that set us apart from the competition, empowering strategic, timely, and effective risk‑management programs.
Industry‑Leading Programs, Rewards, and Recognition Beyond competitive pay, incentives, and benefits, USI recognizes associates through the Summit Awards program, rewarding excellence in building our brand. We also provide wellness programs, scholarships for associates’ children, and financial assistance in times of need.
Deep Community Engagement We’re committed to giving back to local communities and supporting environmental sustainability, partnering with eco‑conscious vendors and reducing our footprint while helping local non‑profits and shelters.
Committed to a Diverse, Equitable, and Inclusive Workplace Our I’m With U diversity, equity, and inclusion program educates associates to better understand and serve clients, prospects, team members, and local communities through curated training resources and outreach initiatives.
Nationally Recognized
Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018‑2024).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020‑2024).
Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
Honored by Glassdoor as a Best‑Led Company in the U.S. in 2024.
Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024.
Benefits USI offers a wide range of health, welfare, and financial benefits including medical, dental, vision, 401(k), flexible spending and health savings accounts, disability, life insurance, and more. We also provide paid time off, paid family leave, and paid holidays.
Salary $63,650 – $70,350
Details Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Marketing and Sales
Industry: Insurance
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Personal Risk Marketing/Quoting Specialist
role at
USI Insurance Services .
General Description Responsible for the market evaluation and placement of new business and existing Premier accounts over $1,000 in revenue. Evaluate and negotiate terms for high net worth (HNW) clients with complex insurance or risk management needs. Establish and maintain strong relationships with management, producers, and carriers.
Job Responsibilities
Review and analyze insurance submissions for new and renewal business, including coverage, limits, deductibles, retentions, and classifications. Recommend improvements to insurance coverage.
Market new and renewal submissions to carriers, including application preparation and loss analysis.
Analyze and compare carrier quotes for proper coverages, terms, and conditions.
Negotiate competitive pricing and terms with carriers on client’s behalf.
Develop and maintain relationships with insurance company underwriters and brokers.
Respond to underwriters’ inquiries in a timely and professional manner.
Prepare new business proposals to assist with sales efforts of Personal Risk Specialists, including program recommendations and presentation documents.
Maintain a high degree of accuracy in agency management and document management systems.
Collaborate with Personal Risk Specialist and Client Advisors to ensure marketing expectations are met and agency procedures are followed.
Stay current on industry and new product information, legislation, coverages, and technology.
Knowledge, Skills & Abilities
5+ years of experience in Personal Risk Property & Casualty insurance.
High School Graduate. College degree preferred.
Comprehensive understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts, including HNW carrier markets.
Must hold or be willing to earn a Property & Casualty insurance license.
Industry designation such as ARM, CIC, CPCU preferred, or intent to pursue one.
Strong written, verbal, and interpersonal communication skills.
Ability to carry out complex tasks with many concrete and abstract variables.
Comfortable with internet-based programs and navigating carrier marketing websites; knowledge of Sagitta/WorkSmart preferred.
Intermediate knowledge of Microsoft Office products.
Ability to work in a fast‑paced, team environment with minimal instruction.
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions.
Why USI With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in our associates, celebrating their growth and success through unique employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers clients a robust set of risk‑management and benefit solutions with a bottom‑line financial impact. It features Omni, Network, Enterprise—three key elements that set us apart from the competition, empowering strategic, timely, and effective risk‑management programs.
Industry‑Leading Programs, Rewards, and Recognition Beyond competitive pay, incentives, and benefits, USI recognizes associates through the Summit Awards program, rewarding excellence in building our brand. We also provide wellness programs, scholarships for associates’ children, and financial assistance in times of need.
Deep Community Engagement We’re committed to giving back to local communities and supporting environmental sustainability, partnering with eco‑conscious vendors and reducing our footprint while helping local non‑profits and shelters.
Committed to a Diverse, Equitable, and Inclusive Workplace Our I’m With U diversity, equity, and inclusion program educates associates to better understand and serve clients, prospects, team members, and local communities through curated training resources and outreach initiatives.
Nationally Recognized
Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018‑2024).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020‑2024).
Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
Honored by Glassdoor as a Best‑Led Company in the U.S. in 2024.
Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024.
Benefits USI offers a wide range of health, welfare, and financial benefits including medical, dental, vision, 401(k), flexible spending and health savings accounts, disability, life insurance, and more. We also provide paid time off, paid family leave, and paid holidays.
Salary $63,650 – $70,350
Details Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Marketing and Sales
Industry: Insurance
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