Commercial Lines Account Assistant

Job TitleThis 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.ResponsibilitiesAssist the Regional Marketing Specialist to review, input, submit, and accurately document New Business Submissions in agency management systemsAssist the Regional Marketing Specialist to quote online via carrier rating tools, or submit to underwriterComplete Workers' Compensation Experience Modification Analyses in Mod Master or other similar resourceComplete Property Valuation Reports via Marshall and Swift or other similar resourceAssist the Regional Marketing Specialist to complete marketing summary outlining terms, rates, commission, bind order documents, and carrier responses including reason for declinationRequired to perform essential functions; meeting service standards and best practices developed by USIKnowledge, Skills and AbilitiesAbility to work in a fast-paced environment with minimal instruction, strong business acumen, and a high degree of frequencySales driven and solution oriented to help meet production and growth goalsAbility to creatively and proactively problem solve and negotiateSets priorities and manages workflow to ensure efficient, timely, and accurate workMinimum of 3-5 years' experience in Commercial Property & Casualty; a comprehensive understanding of all Property & Casualty insurance coverages, placement, underwriting and rating conceptsKnowledge of agency management system, workflow procedures, underwriting, sales and service processesKnowledge of insurance carrier systems for submission and quotingKnowledge of Workers' Compensation Experience Modification Analysis Tools and Property Valuation Tools, not necessary but a plusProficient in Word and ExcelStrong written, oral and interpersonal communication skillsMust hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframeMaintain a cordial and effective relationship with production team, co-workers, carriers, vendors, and other business contacts; ability to work in a team environmentEffective interactions/communications with others; cooperating purposefully and providing information, guidance, as needed, to achieve the business goals of USIWhy 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 SupportWhat 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 RecognitionIn 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 EngagementWe 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 WorkplaceOur 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 EmployerRecognized 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.