Commercial Insurance Placement, Renewals

USI Insurance Services; San Francisco (CA); À distance; USD 80 000 - 93 000; Plein temps

Résumé du poste

USI Insurance Services seeks a Renewal Marketing Specialist to manage the end-to-end marketing process for small commercial lines (Select) renewals. You will examine coverage needs, negotiate terms with carriers, prepare proposals, and bind coverage while ensuring a smooth hand-off to the client service team.

This remote role sits in the West Region and requires proximity to a USI location in CA or AZ. You will use carrier rating tools to secure quotes on accounts up to $10K in revenue, review

Qualifications

• 3–5 years of experience in Commercial Property & Casualty insurance.
• Bachelor’s degree preferred.
• Property & Casualty license required.
• Professional designations such as CIC, ARM, AAI, CPCU preferred.

Responsabilités

• Use carrier rating tools to secure competitive quotes for accounts up to $10K in revenue.
• Review and validate submissions for completeness and adherence to best practices.
• 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 relationships with carrier underwriters and representatives.
• Serve as a technical resource on market trends, pricing practices, and underwriting policies.
• Participate in carrier meetings and share updates with Select operations and sales teams.
• Maintain a high degree of accuracy in agency management systems and technology platforms.
• Stay current on industry developments, new products, legislation, coverages, and technology.

Connaissances

Negotiation

Relationship management

Communication

MS Office

Formation

Bachelor's degree

Outils

Sagitta

ImageRight

Description du poste

Description and Requirements

As a Renewal Marketing Specialist, you will manage the end-to-end marketing process for small commercial lines (Select) 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.

• This is a Remote role but must sit within our West Region near a USI in CA or AZ

The Role

Description and Requirements

As a Renewal Marketing Specialist, you will manage the end-to-end marketing process for small commercial lines (Select) 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

• Use carrier rating tools to secure competitive quotes for accounts up to $10K in revenue.
• Review and validate submissions for completeness and adherence to best practices.
• 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 relationships with carrier underwriters and representatives.
• Serve as a technical resource on market trends, pricing practices, and underwriting policies.
• Participate in carrier meetings and share updates with Select operations and sales teams.
• 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

• 3-5 years of experience in Commercial Property & Casualty insurance.
• Bachelor’s degree preferred.
• Property & Casualty insurance license required.
• Comprehensive understanding of property & casualty coverages, underwriting, and rating concepts.
• Industry designations such as CIC, ARM, AAI, CPCU preferred.
• Exceptional critical, negotiation, and organizational skills; ability to manage complex tasks.
• Proficiency in Microsoft Office; knowledge of Sagitta/ImageRight preferred.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Comfortable navigating carrier marketing platforms and internet-based tools.
• Excellent verbal and written communication skills; 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.

$80,000-$92,5000