CL New Business Marketing Specialist

Job Title

Market new prospective client accounts to carrier partners. Support commercial lines sales associates. Provide marketing analytics, negotiate carrier coverages, and finalize marketing and client onboarding process.

Locations: TX - Dallas, TX - El Paso, TX - Houston

Job ID: 32450

Responsibilities

Work closely with sales associates to understand prospect's commercial lines insurance needs.

Develop submissions to carriers and obtain quotes. Respond to underwriters' inquiries.

Negotiate terms with carriers on prospect's behalf.

Finalize the marketing process and prepare appropriate proposal presentations.

Bind coverage for clients and execute client onboarding process.

Develop knowledge of insurance markets on behalf of USI.

Develop relationships with carrier underwriters and representatives.

Serve as technical expert on market trends, pricing practices, and other underwriting policies.

Maintain a high degree of accuracy in agency management systems and technology platforms.

Keep current with industry, new product information, legislation, coverages, and technology.

Knowledge, Skills and Abilities

10 years + experience in commercial property & casualty insurance agency. Comprehensive understanding of all property & casualty insurance coverages, underwriting, and rating concepts.

College degree preferred.

Must hold state Property & Casualty insurance license.

Industry designations such as ARM, CIC, CPCU preferred.

Ability to carry out complex tasks with many concrete and abstract variables.

Working knowledge of internet-based programs. Knowledge of Sagitta/ImageRight preferred.

Strong working knowledge of Microsoft office suite of products.

Ability to work in a fast-paced, team environment with minimal instruction.

Sets priorities and manages workflow to ensure efficient, timely and accurate work.

Ability to maintain relationships with clients, co-workers, carriers, vendors, and other business contacts.

Strong verbal and written communication skills.

Why USI?

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprisethe three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint we're working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

Our award-winning I'm With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America's Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer 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 other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.