National Marketing Tech Assistant

USI Insurance Services; Northern (KY); Hybrid; USD 42,000 - 54,000; Full time

Job summary

USI Insurance Services in the United States seeks a Marketing Support Coordinator to assist Personal Risk Producers by completing tasks to secure new business and to assist the Marketing Specialist with marketing/placement of new business with carriers. You will review, input, and submit new business submissions, quote online via carrier tools, and help prepare marketing summaries.

Strong communication and familiarity with agency systems are required for success.

Qualifications

• High School Graduate. College degree preferred.
• Must hold a state Property & Casualty insurance license or willing to obtain.
• Knowledge of agency management systems, workflow procedures, underwriting, sales, and service processes.
• Knowledge of Sagitta/WorkSmart preferred.
• Strong written, verbal, and interpersonal communication skills.
• Comfortable with internet-based programs and Microsoft Office suite.
• Ability to work in a fast-paced, team environment with minimal instruction.

Responsibilities

• Work with the Regional Marketing Specialist. Review, input, and submit new business submissions in company’s agency management systems.
• Support Regional Marketing Specialist with follow-up information from Producers on recorded new business wins.
• Assist the Regional Marketing Specialist to quote online via carrier rating tools or submit to underwriter.
• Assist the Regional Marketing Specialist to complete marketing summary. Includes outlining terms, rates, commission, binding order documents, and carrier responses.
• Meet service standards and best practices developed by USI.
• Maintain a high degree of accuracy in agency management systems.
• Keep informed about industry information, technology, and trends.

Skills

Communication

Teamwork

MS Office

Fast-paced environment

Education

High school diploma

Bachelor's degree preferred

Tools

Sagitta/WorkSmart

Job description

Job ID

32831

Description and Requirements

General Description: Support Personal Risk Producers by completing tasks to secure new business. Assist the Marketing Specialist with marketing/placement of new business with insurance carriers.

Responsibilities

• Work with the Regional Marketing Specialist. Review, input, and submit new business submissions in company’s agency management systems.
• Support Regional Marketing Specialist with follow-up information from Producers on recorded new business wins.
• Assist the Regional Marketing Specialist to quote online via carrier rating tools or submit to underwriter.
• Assist the Regional Marketing Specialist to complete marketing summary. Includes outlining terms, rates, commission, binding order documents, and carrier responses.
• Meet service standards and best practices developed by USI.
• Maintain a high degree of accuracy in agency management systems.
• Keep informed about industry information, technology, and trends.

Knowledge, Skills and Abilities

• High School Graduate. College degree preferred.
• Must hold a state Property & Casualty insurance license or willing to obtain.
• Knowledge of agency management systems, workflow procedures, underwriting, sales, and service processes.
• Knowledge of Sagitta/WorkSmart preferred.
• Strong written, verbal, and interpersonal communication skills.
• Must be comfortable with internet-based programs and knowledge of Microsoft Office suite.
• Ability to work in a fast-paced, team environment with minimal instruction.

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).

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 .