Commercial Lines Marketing Team Leader

USI Insurance Services; Irvine (CA); On-site; USD 130,000 - 140,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

USI, Inc. is seeking a Marketing Team Leader to oversee Renewal and New Business Marketing Specialist teams in a fast-paced, multi-location environment. You will optimize workflows, ensure compliance, and collaborate with Regional Leaders, Managers, and sales teams to drive growth.

The role requires advanced data/tech skills, process mindset, and a commitment to consistent standards across all locations. You'll coach the team, manage workload, and support change management initiatives in

Qualifications

• Bachelor’s degree preferred; industry designations such as ARM, CIC, or CPCU are a plus.
• Strong understanding of P&C coverages, underwriting, and rating concepts.
• Prior experience supervising or managing insurance operations teams.
• Advanced Microsoft Excel skills with experience analyzing large data sets.

Responsibilities

• Lead day-to-day marketing operations, ensuring efficient, consistent execution and timely delivery.
• Recruit, coach, and develop team members; support onboarding and training with the Training team.
• Partner with leaders to prioritize renewal and new business marketing opportunities and align strategies.
• Manage team workload and performance to meet deadlines and service expectations.
• Ensure adherence to workflows, tools, templates, and KPIs; support compliance and data integrity.
• Use reporting tools and dashboards to track renewals, remarketing activity, and team performance.
• Support rollout and adoption of marketing processes and change management initiatives.
• Serve as the subject matter resource, including U Submit support and training for Producers.
• Provide direct marketing support as needed.

Skills

Excel advanced

Data analysis

Leadership

Communication

Time management

Change management

Education

Bachelor’s degree

ARM/CIC/CPCU a plus

Tools

Sagitta

ImageRight

Job description

About the Role:

The Marketing Team Leader plays a pivotal role in supporting and executing marketing processes within Commercial Lines. You will oversee both Renewal and New Business Marketing Specialist teams, working closely with Regional Marketing Leaders, Commercial Lines Managers, and local sales and operations teams. Your focus will be on optimizing workflows, ensuring compliance, and delivering outstanding outcomes for clients and prospects. This position requires advanced data and technology skills, a process-driven mindset, and the ability to thrive in a fast-paced, multi-location environment. Additionally, you will support team development, drive change management initiatives, and help maintain consistency in standards across all locations.

About the Role:

The Marketing Team Leader plays a pivotal role in supporting and executing marketing processes within Commercial Lines. You will oversee both Renewal and New Business Marketing Specialist teams, working closely with Regional Marketing Leaders, Commercial Lines Managers, and local sales and operations teams. Your focus will be on optimizing workflows, ensuring compliance, and delivering outstanding outcomes for clients and prospects. This position requires advanced data and technology skills, a process-driven mindset, and the ability to thrive in a fast-paced, multi-location environment. Additionally, you will support team development, drive change management initiatives, and help maintain consistency in standards across all locations.

What You’ll Do

• Lead day-to-day marketing operations, ensuring efficient, consistent execution and timely delivery.
• Recruit, coach, and develop team members; support onboarding and training in partnership with the Commercial Lines Training team.
• Partner with Regional Marketing Leaders, Commercial Lines Managers, and sales leadership to prioritize renewal and new business marketing opportunities and align marketing strategies.
• Manage team workload and performance to meet deadlines and service expectations.
• Ensure adherence to workflows, tools, templates, and KPIs; follow up with local teams to support compliance and data integrity.
• Use reporting tools and dashboards to track renewals, remarketing activity, and team performance.
• Support rollout and adoption of marketing processes and related change management initiatives.
• Serve as the subject matter resource, including U Submit support and training for Producers.
• Provide direct marketing support as needed, though not a routine responsibility.
• Remain current on industry trends, products, and technology.

What We’re Looking For

• 10+ years of experience in commercial Property & Casualty (P&C) insurance strongly preferred.
• Property & Casualty insurance license required.
• Bachelor’s degree preferred; industry designations such as ARM, CIC, or CPCU are a plus.
• Strong understanding of P&C coverages, underwriting, and rating concepts.
• Prior experience supervising or managing insurance operations teams.
• Advanced Microsoft Excel skills with experience analyzing large data sets.
• Experience with agency/document management systems (Sagitta/ImageRight preferred).
• Exceptional communication, organization, and time management skills.
• Ability to manage multiple priorities in a fast-paced, team environment.
• Commitment to continuous learning and development.

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 .

$130,000 - $140,000