CL Renewal Marketing Specialist

USI Insurance Services; Concord (CA); On-site; USD 95,000 - 115,000; Full time

Job summary

USI Insurance Services is seeking a Renewal Marketing Specialist in Concord, CA to manage end-to-end renewal marketing for commercial lines. You will collaborate with sales and client service teams, review submissions, and negotiate terms with carriers to deliver client-ready proposals.

Candidate should have 5+ years in commercial P&C, a PTY&C license, and a strong understanding of underwriting and rating concepts. Proficiency in MS Office and familiarity with Sagitta/ImageRight are preferred.

Qualifications

• 5+ years of experience in commercial property & casualty insurance.
• Property & Casualty license required.
• Understanding of property & casualty coverages, underwriting, and rating concepts.
• Industry designations such as ARM, CIC, CPCU are a plus.

Responsibilities

• Collaborate with sales and client service teams to develop renewal marketing strategies.
• Review submissions for completeness and obtain carrier quotes.
• Negotiate coverage terms with carriers on behalf of clients.
• Prepare detailed comparison summaries of carrier quotations.

Skills

Critical thinking

Negotiation

Organizational skills

Communication skills

Education

College degree

Property & Casualty license

Tools

Microsoft Office

Sagitta/ImageRight

Job description

About the Role

As a Renewal Marketing Specialist, you will manage the end-to-end marketing process for commercial lines renewals. Your responsibilities will include examining coverage needs, negotiating carrier terms, preparing proposals, binding coverage, and ensuring a smooth transition of accounts to the local client service team.

What You'll Do

• 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.

What We're Looking For

• 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.

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, Enterprise—the 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 .

95,000-115,000