USI Insurance Services
Select Commercial Lines Marketing Specialist Team Lead
USI Insurance Services, Salt Lake City, Utah, United States, 84193
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Select Commercial Lines Marketing Specialist Team Lead
role at
USI Insurance Services .
As the Marketing Specialist Team Lead, you will oversee the operational activities of our regional marketing specialist department, actively market new prospective small commercial lines client accounts to carrier partners, and provide essential support to our commercial line's sales leaders. Your leadership will ensure the team delivers exceptional service and drives business growth.
What You’ll Do
Lead the full‑cycle recruitment, management, and development of your assigned team, including monitoring workload, training, coaching, and performance management.
Track team performance against service standards using KPIs, strategic initiatives, and resource utilization.
Generate and review monthly reports to ensure timely handling of new business, post‑binding activities, open items, and backlog.
Collaborate with sales leaders and producers to understand and support prospects' insurance needs.
Build and maintain strong carrier relationships while staying informed on market appetite.
Conduct periodic quality audits to ensure accuracy in agency and document management systems.
Provide technical expertise in onboarding new clients, supporting sales, account development, and issue resolution in alignment with company standards.
Contribute insights and recommendations during strategy meetings.
Support the full marketing cycle: develop submissions, negotiate terms, bind coverage, and execute client onboarding.
Serve as a subject matter expert on market trends, pricing, underwriting policies, and our proprietary platform and solutions, including the stewardship process.
Stay current on industry changes and assist with system testing as needed.
What We’re Looking For
7‑10 years of experience in commercial property & casualty insurance, with a comprehensive understanding of coverages, underwriting, and rating concepts.
5+ years in marketing or placement preferred.
College degree preferred.
management experience strongly preferred.
Must hold a Property & Casualty insurance license.
Industry designations such as ARM, CIC, and CPCU are a plus.
Proficient in Microsoft Office and internet‑based tools; familiarity with Sagitta/ImageRight is a plus.
Ability to thrive in a fast‑paced, team environment with minimal instruction.
Exceptional time‑management skills with the ability to prioritize and meet deadlines.
Strong interpersonal and communication skills, with the ability to maintain effective relationships with clients, carriers, vendors, and internal teams.
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. Our dynamic personal and professional development culture invests heavily in associates, celebrating their growth and success through unique employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers a robust set of risk‑management and benefit solutions with bottom‑line financial impact, combining Omni, Network, and Enterprise to meet clients’ needs in an easily understood manner.
Industry‑Leading Programs, Rewards, and Recognition
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.
Deep Community Engagement USI is committed to giving back to local communities and supporting environmental sustainability through partnerships, volunteer time, and reduced environmental footprint initiatives.
Committed to a Diverse, Equitable, and Inclusive Workplace Our award‑winning I’m With U program educates associates to better serve clients, prospects, and communities through curated education, training, and outreach.
USI offers a comprehensive benefits package including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long‑term disability, life insurance, paid family leave, paid holidays, and a generous paid time‑off policy.
Actual salary is dependent on skill set and experience, with an opportunity for a monthly incentive bonus, commissions, and equity program. $95,000‑$120,000.
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Select Commercial Lines Marketing Specialist Team Lead
role at
USI Insurance Services .
As the Marketing Specialist Team Lead, you will oversee the operational activities of our regional marketing specialist department, actively market new prospective small commercial lines client accounts to carrier partners, and provide essential support to our commercial line's sales leaders. Your leadership will ensure the team delivers exceptional service and drives business growth.
What You’ll Do
Lead the full‑cycle recruitment, management, and development of your assigned team, including monitoring workload, training, coaching, and performance management.
Track team performance against service standards using KPIs, strategic initiatives, and resource utilization.
Generate and review monthly reports to ensure timely handling of new business, post‑binding activities, open items, and backlog.
Collaborate with sales leaders and producers to understand and support prospects' insurance needs.
Build and maintain strong carrier relationships while staying informed on market appetite.
Conduct periodic quality audits to ensure accuracy in agency and document management systems.
Provide technical expertise in onboarding new clients, supporting sales, account development, and issue resolution in alignment with company standards.
Contribute insights and recommendations during strategy meetings.
Support the full marketing cycle: develop submissions, negotiate terms, bind coverage, and execute client onboarding.
Serve as a subject matter expert on market trends, pricing, underwriting policies, and our proprietary platform and solutions, including the stewardship process.
Stay current on industry changes and assist with system testing as needed.
What We’re Looking For
7‑10 years of experience in commercial property & casualty insurance, with a comprehensive understanding of coverages, underwriting, and rating concepts.
5+ years in marketing or placement preferred.
College degree preferred.
management experience strongly preferred.
Must hold a Property & Casualty insurance license.
Industry designations such as ARM, CIC, and CPCU are a plus.
Proficient in Microsoft Office and internet‑based tools; familiarity with Sagitta/ImageRight is a plus.
Ability to thrive in a fast‑paced, team environment with minimal instruction.
Exceptional time‑management skills with the ability to prioritize and meet deadlines.
Strong interpersonal and communication skills, with the ability to maintain effective relationships with clients, carriers, vendors, and internal teams.
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. Our dynamic personal and professional development culture invests heavily in associates, celebrating their growth and success through unique employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers a robust set of risk‑management and benefit solutions with bottom‑line financial impact, combining Omni, Network, and Enterprise to meet clients’ needs in an easily understood manner.
Industry‑Leading Programs, Rewards, and Recognition
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.
Deep Community Engagement USI is committed to giving back to local communities and supporting environmental sustainability through partnerships, volunteer time, and reduced environmental footprint initiatives.
Committed to a Diverse, Equitable, and Inclusive Workplace Our award‑winning I’m With U program educates associates to better serve clients, prospects, and communities through curated education, training, and outreach.
USI offers a comprehensive benefits package including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long‑term disability, life insurance, paid family leave, paid holidays, and a generous paid time‑off policy.
Actual salary is dependent on skill set and experience, with an opportunity for a monthly incentive bonus, commissions, and equity program. $95,000‑$120,000.
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