USI Insurance Services
Select Commercial Lines Marketing Specialist Team Lead
USI Insurance Services, San Francisco, California, United States, 94199
Join to apply for the
SELECT Commercial Lines Marketing Specialist Team Lead
role at
USI Insurance Services .
Job Summary As the Marketing Specialist Team Lead, you will oversee the operational activities of our regional marketing specialist department, actively marketing new prospective small commercial lines client accounts to carrier partners and supporting our commercial line’s sales leaders. Your leadership will ensure the team delivers exceptional service and drives business growth.
Responsibilities
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.
Qualifications
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.
Prior 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 USI is one of the largest insurance brokerage and consulting firms in the world, with more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide. We invest heavily in our associates, celebrating their growth and success through employee reward and recognition programs, wellness initiatives, scholarships, and financial support. USI offers competitive pay, incentives, and benefits including health, dental, vision, 401(k), flexible spending, life insurance, paid family leave, and paid holidays, with base salary ranging from $95,000–$120,000.
Location: San Francisco, CA.
#J-18808-Ljbffr
SELECT Commercial Lines Marketing Specialist Team Lead
role at
USI Insurance Services .
Job Summary As the Marketing Specialist Team Lead, you will oversee the operational activities of our regional marketing specialist department, actively marketing new prospective small commercial lines client accounts to carrier partners and supporting our commercial line’s sales leaders. Your leadership will ensure the team delivers exceptional service and drives business growth.
Responsibilities
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.
Qualifications
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.
Prior 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 USI is one of the largest insurance brokerage and consulting firms in the world, with more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide. We invest heavily in our associates, celebrating their growth and success through employee reward and recognition programs, wellness initiatives, scholarships, and financial support. USI offers competitive pay, incentives, and benefits including health, dental, vision, 401(k), flexible spending, life insurance, paid family leave, and paid holidays, with base salary ranging from $95,000–$120,000.
Location: San Francisco, CA.
#J-18808-Ljbffr