Select Commercial Lines Regional Marketing Technical Assistant

USI Insurance Services; Phoenix (AZ); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical

Wellness

Dental and vision

401(k)

Flexible spending and health savings

Short and long-term disability

Life insurance

Other employer-sponsored programs

Generous paid time off policy

Paid family leave benefit

Paid holiday time

Job summary

USI Insurance Services is seeking a support-focused professional to assist small commercial lines producers with technical tasks to secure new business and market small business accounts with carriers. The role emphasizes reviewing submissions, obtaining quotes, negotiating terms, and coordinating with underwriters while developing strong relationships with the sales team and carrier partners.

Ideal candidates have 1–2 years in Commercial Property & Casualty, a P&C license or willingness to

Qualifications

• 1–2 years of experience in Commercial Property & Casualty.
• Must hold Property & Casualty insurance license or willing to obtain within six months of hire.
• Desire to pursue industry designations such as CIC, ARM, AAI, CPCU preferred.
• Familiarity with Power BI and data analytic tools, including ability to read data.
• Knowledge of insurance carrier systems for submission and quoting is a plus.
• Ability to work in a fast-paced, team environment.
• Working knowledge of Microsoft Office products, including Word and Excel preferred.
• Strong communication and organizational skills.

Responsibilities

• Review, input, submit, and document new business submissions in agency management systems.
• Obtain competitive quotes using carrier rating tools for accounts up to 15k in revenue.
• Negotiate terms with carriers under guidance.
• Assist with client proposal preparation and binding coverage with underwriters.
• Develop and maintain relationships with the sales team and carrier partners.
• Support marketing meetings to understand client insurance needs.

Skills

Commercial Property & Casualty

Power BI

Microsoft Office

Communication skills

Education

P&C Insurance License

Tools

Agency management systems

Carrier rating tools

Excel

Job description

General Description:

Provide support to the small commercial lines (Select) producers by completing technical resource related tasks required to secure new business. Assist with the marketing/placement of small business accounts with carriers.

Responsibilities:

• Assist the Regional Marketing Specialist to review, input, submit, and document new business submissions in agency management systems.
• Utilize carrier rating tools to obtain comprehensive and competitive quotes for accounts up to 15k in revenue. Under guidance, complete follow-up calls to carrier underwriters.
• Under guidance, negotiate terms with carriers on client’s behalf.
• Assist with client’s proposal preparation and binding coverage with underwriters.
• Develop and maintain strong relationships with the sales team.
• Participate in marketing review meetings to understand client’s insurance needs.
• Build effective relationships with carrier partners.
• Assist the Regional Marketing Specialist with submission inventory. Includes terms, rates, commission, and carrier responses.
• With guidance, assist in coordinating carrier engagement meetings.
• Adhere to the National Code Strategy in assigned region.
• Keep current with industry, new product information, coverages, and technology.

Knowledge, Skills and Abilities:

• 1-2 years of experience in Commercial Property & Casualty. Basic understanding of Property & Casualty insurance coverages, placement, underwriting, and rating concepts.
• Must hold Property & Casualty insurance license or willing to obtain within six months of hire.
• Desire to pursue industry designations such as CIC, ARM, AAI, CPCU preferred.
• Familiarity with Power BI and data analytic tools, including ability to read data.
• Knowledge of insurance carrier systems for submission and quoting is a plus.
• Ability to work in a fast-paced, team environment.
• Sets priorities and manages workflow to ensure efficient, timely, and accurate work.
• Working knowledge of Microsoft Office products, including Word and Excel preferred.
• Strong communication and organizational skills.

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GLDR

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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.

• medical
• wellness
• dental and vision
• 401(k)
• flexible spending and health savings accounts
• short and long-term disability
• life insurance
• other unique employer-sponsored and voluntary programs
• generous paid time off policy
• paid family leave benefit
• paid holiday time