Insurance Assistant Job at USI Holdings Corporation

USI Holdings Corporation Minneapolis, MN 55437

Commercial Insurance Assistant

General Description: This role will have two primary responsibilities. The first will be to provide support to the Select Commercial Lines Producers by completing technical resource-related tasks required to secure new business. Additionally, the position will be responsible for assisting the Select Marketing Specialist with the marketing/placement of new business (small business) with partner insurance carriers.

Responsibilities:

Assist the Regional Marketing Specialist to review, input, submit, and accurately document New Business Submissions in agency management systems

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 outlining terms, rates, commission, bind order documents, and carrier responses including reason for declination

Required to perform essential functions; meeting service standards and best practices developed by USI

Knowledge, Skills, and Abilities:

  • Ability to work in a fast-paced environment with minimal instruction, strong business acumen, and a high degree of frequency
  • Sales driven and solution oriented to help meet production and growth goals
  • Ability to creatively and proactively problem solve and negotiate
  • Sets priorities and manages workflow to ensure efficient, timely, and accurate work
  • Some experience in Commercial Property & Casualty; a basic understanding of all Property & Casualty insurance coverages, placement, underwriting and rating concepts
  • Knowledge of agency management system, workflow procedures, underwriting, sales, and service processes
  • Knowledge of insurance carrier systems for submission and quoting
  • Proficient in Word and Excel
  • Strong written, oral, and interpersonal communication skills
  • Must either hold state Property & Casualty insurance license or be willing to obtain one within six months
  • Maintain a cordial and effective relationship with production team, co-workers, carriers, vendors, and other business contacts; ability to work in a team environment
  • Effective interactions/communications with others; cooperating purposefully and providing information, guidance, as needed, to achieve the business goals of USI

Job Type: Full-time

Pay: $55,000.00 - $56,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Paid time off
  • Parental leave
  • Vision insurance

Contract type:

  • Permanent

Supplemental pay types:

  • Bonus pay

Weekly day range:

  • Monday to Friday

Work setting:

  • Hybrid remote

Ability to commute/relocate:

  • Minneapolis, MN 55437: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Bachelor's (Preferred)

Experience:

  • Insurance: 1 year (Required)

License/Certification:

  • Property & Casualty License (Preferred)

Work Location: Hybrid remote in Minneapolis, MN 55437




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