Corporate Market Management Analyst

General Description: The Corp Market Management Analyst works with USI's smaller/regional employee benefits and/or property & casualty carriers to ensure smooth transfer of information and proper set up of acquired books of business in carrier systems.

Responsibilities:

• Under manager supervision, analyze acquired companies' carrier code structure to understand the financial implications of acquired USI business.

o Review incoming contracts for compliance with USI standards.

o Analyze incoming business to determine whether contract codes can be merged with carrier before integration into USI contracts.

• Under manager supervision, complete financial analysis of existing USI book of business to determine most advantageous approach to integrating acquired business into USI.

• Follow integration through completion of carrier changes including executed contracts, commissions paid to USI and business moved.

o Communicate with carrier regarding acquisitions and/or organizational changes with appropriate supporting documentation.

o Provide correct books of business for carrier to transfer from a larger database.

o Facilitate setup of associate access to carrier websites, download of carrier data, commission payments, tax reporting.

o Complete agency profiles and other paperwork required to get agency appointments.

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

• Track integration progress against department success metrics.

• Resolve field and carrier contract issues and inquiries.

o Investigate issues using available data and documents.

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

o Facilitate appointments to establish USI as broker for new carriers.

• Develop strong working relationships with regional carrier operations team.

• Escalate contracts and carrier issues to management when appropriate.

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

• Submit invoices to accounting for carrier Appointments Fees, if required.

Knowledge, Skills and Abilities:

• Manage multiple carrier tasks simultaneously
• Able to handle and adapt to high volume in a constantly changing environment
• Use resources available to develop creative solutions
• Determine appropriate time to escalate issues
• Communicate effectively both written and oral
• Work collaboratively across multiple locations
• Build partnerships and work well individually and as part of a team
• Prioritize work to meet deadlines and maintain focus on items with the most impact
• Must be proficient in word, excel, and data base management.
• Preferred experience in the insurance industry

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