Corporate Market Management Analyst (Insurance)

APPLICANTS MUST HAVE PRIOR INSURANCE EXPERIENCE TO QUALIFY FOR THIS ROLE

General Description: The Corporate Market Management Analyst will work with insurance carriers and field associates to ensure smooth transfer of information and the acquired books of business in the USI systems.

Responsibilities:

• Communicate with insurance carriers regarding acquisitions and/or organizational changes with appropriate supporting documentation.

• Analyze insurance carrier code structure to be able to communicate the business being acquired.

• Review incoming insurance carrier contracts for compliance with USI standards.

• Agency appointments which include completing agency profiles and other required paperwork.

• Investigate and resolve field and carrier inquiries using available data and documents.

• Handle calls and meetings with insurance carrier and USI associates at various levels.

• Facilitate setup of associate access to carrier websites, download of carrier data, commission payments, tax reporting and invoices to accounting for carrier Appointments Fees, if required

• Communicate with field associates, accounting and operations regarding any changes to agency/producer codes.

• Escalate contracts and carrier issues when appropriate.

• Follow through until completion of carrier changes such as: executed contracts, agency appointments, commissions paid to USI and business moved.

• Refer producers for appointments and provide support to the Enterprise Licensing Center "ELC" with licensing guidance and information.

• Track progress against metrics.

Knowledge, Skills and Abilities:

• EXPERIENCE WORKING FOR AN INSURANCE BROKER OR CARRIER IS REQUIRED

• Manage multiple insurance carrier tasks simultaneously.

• Ability to handle and adapt to high volume in a constantly changing environment.

• Work collaboratively across multiple locations and with team members

• Ability to prioritize deadlines

• Excellent written and oral communication skills

• Proficient in word, excel, and database management.



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, bending, and typing.

Analysis of Physical Demands:

• Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.

• Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend.

• Occasionally (1%-33% of time) walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.

• Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting.

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.

Salary Range: $55,000- $70,000. This is a bonus eligible position with a target incentive of 5%.

Job ID:

28884