CL Sr. Placement Specialist
- Full-time
General Description:
Provide expert technical support to clients and members of Commercial Lines Account Management and Sales Executive teams through the MidAtlantic Region. Analyze, design, market, price, and place risks. Make fact-based recommendations to clients to solve their most complex insurance issues.
Responsibilities:
- Critical focus on Mergers & Acquisitions: Provide detailed reports focusing on all Property & Casualty lines of coverage as part of an insured’s or a prospective client’s M&A deal. Must be able to evaluate current coverage terms and provide proposed solutions post-close. Coordinate and lead the effort across the Technical Resources team in preparing and finalizing the deliverable.
- May need to handle or assist on the post-close placement for all lines.
- Assist the sales teams to coordinate responses for Request for Proposals (RFPs).
- Create and coordinate pre-renewal strategy and stewardship meeting presentations.
- Make recommendations for improvement. Ability to understand client financial statements preferred. Support Sales Executives in providing data and proposals (including detailed marketing summary) for prospective clients.
- Assess clients’ contractual liabilities and alignment with their insurance policies and make recommendations for improvement.
- risk profile using analytical models and resources.
- Negotiate underwriting terms and pricing with carrier underwriting partners on behalf of clients. Responsible for complete and accurate documentation including real-time filing in ImageRight.
- and Account Management teams.
- Additional projects and duties as assigned.
Knowledge, Skills, and Abilities
- 10+ years in a Commercial Lines agency with underwriting and technical experience.
- Comprehensive understanding of all property & casualty insurance coverages, underwriting, and rating concepts.
- Bachelor’s degree strongly preferred.
- Must hold or be willing to earn Property & Casualty insurance license within 90 days.
- Industry designation such as ARM, CIC, CPCU preferred.
- Ability to carry out complex tasks with many concrete and abstract variables.
- Working knowledge of internet-based programs.
- Knowledge of Sagitta/ImageRight preferred.
- Strong working knowledge of Microsoft office suite of products.
- Ability to work in a fast-paced, team environment with minimal instruction.
- Sets priorities and manages workflow to ensure efficient, timely and accurate work.
- Ability to maintain relationships with clients, co-workers, carriers, vendors, and other business contacts.
- Strong verbal and written communication skills.
Physical Demands:
Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, and bending.
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Why USI?
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. We invite you to learn more about what makes USI an exceptional place to work!
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the , 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 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 to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning diversity, equity, and inclusion program educated 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 for six consecutive years (2018-2023).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
- Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
- Visit our for a complete list of 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 .
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