USI Insurance Services
CL Renewal Marketing Specialist
USI Insurance Services, Clifton Park, New York, United States
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CL Renewal Marketing Specialist
role at
USI Insurance Services .
Position Summary As a Renewal Marketing Specialist, you will manage the end-to-end marketing process for commercial lines renewals. Your responsibilities include examining coverage needs, negotiating carrier terms, preparing proposals, binding coverage, and ensuring a smooth transition of accounts to the local client service team.
Responsibilities
Collaborate closely 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 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 paid time off, paid family leave, and holidays.
Salary $85,000 - $95,000
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CL Renewal Marketing Specialist
role at
USI Insurance Services .
Position Summary As a Renewal Marketing Specialist, you will manage the end-to-end marketing process for commercial lines renewals. Your responsibilities include examining coverage needs, negotiating carrier terms, preparing proposals, binding coverage, and ensuring a smooth transition of accounts to the local client service team.
Responsibilities
Collaborate closely 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 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 paid time off, paid family leave, and holidays.
Salary $85,000 - $95,000
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