USI Insurance Services
CL Renewal Marketing Specialists
USI Insurance Services, San Francisco, California, United States, 94199
CL Renewal Marketing Specialist
Join USI Insurance Services as a Renewal Marketing Specialist and lead the end-to-end marketing process for commercial lines renewals.
Responsibilities
Collaborate with sales associates and client service teams to develop effective renewal marketing strategies.
Review and validate submissions for completeness and adherence to best practices, then send to carriers and obtain quotes.
Respond to underwriters’ inquiries and negotiate coverage terms with carriers on behalf of clients.
Review carrier quotations and prepare detailed comparison summaries.
Finalize marketing efforts and create client-ready proposal presentations.
Bind coverage and execute a seamless hand-off to the appropriate client service team.
Build and maintain strong relationships with carrier underwriters and representatives.
Serve as a technical resource on market trends, pricing practices, and underwriting policies.
Maintain a high degree of accuracy in agency management systems and technology platforms.
Stay current on industry developments, new products, legislation, coverages, and technology.
Qualifications
5+ years of experience in commercial property & casualty insurance.
College degree preferred; Property & Casualty insurance license required.
Comprehensive understanding of property & casualty coverages, underwriting, and rating concepts.
Vertical expertise preferred (e.g., construction, manufacturing, real estate, healthcare, financial services).
Industry designations such as ARM, CIC, CPCU are a plus.
Exceptional critical thinking, negotiation, and organizational skills with the ability to manage complex tasks.
Proficiency in Microsoft Office; knowledge of Sagitta/ImageRight is preferred.
Ability to thrive in a fast-paced, team-oriented environment with minimal supervision.
Excellent verbal and written communication skills, along with strong relationship management abilities.
Benefits USI offers a comprehensive benefits package that includes medical, dental, vision, 401(k) with employer match, flexible spending accounts, short and long-term disability, life insurance, generous paid time off, paid family leave, holidays, and wellness programs.
Salary Range $80,000 – $100,000 annually.
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Responsibilities
Collaborate with sales associates and client service teams to develop effective renewal marketing strategies.
Review and validate submissions for completeness and adherence to best practices, then send to carriers and obtain quotes.
Respond to underwriters’ inquiries and negotiate coverage terms with carriers on behalf of clients.
Review carrier quotations and prepare detailed comparison summaries.
Finalize marketing efforts and create client-ready proposal presentations.
Bind coverage and execute a seamless hand-off to the appropriate client service team.
Build and maintain strong relationships with carrier underwriters and representatives.
Serve as a technical resource on market trends, pricing practices, and underwriting policies.
Maintain a high degree of accuracy in agency management systems and technology platforms.
Stay current on industry developments, new products, legislation, coverages, and technology.
Qualifications
5+ years of experience in commercial property & casualty insurance.
College degree preferred; Property & Casualty insurance license required.
Comprehensive understanding of property & casualty coverages, underwriting, and rating concepts.
Vertical expertise preferred (e.g., construction, manufacturing, real estate, healthcare, financial services).
Industry designations such as ARM, CIC, CPCU are a plus.
Exceptional critical thinking, negotiation, and organizational skills with the ability to manage complex tasks.
Proficiency in Microsoft Office; knowledge of Sagitta/ImageRight is preferred.
Ability to thrive in a fast-paced, team-oriented environment with minimal supervision.
Excellent verbal and written communication skills, along with strong relationship management abilities.
Benefits USI offers a comprehensive benefits package that includes medical, dental, vision, 401(k) with employer match, flexible spending accounts, short and long-term disability, life insurance, generous paid time off, paid family leave, holidays, and wellness programs.
Salary Range $80,000 – $100,000 annually.
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