Corporate Business Marketing Coordinator

USI Holdings Corporation - Valhalla, NY3.1

Contract | CommissionEstimated: $38,000 - $53,000 a year
General Description: The Corporate Business Integration Coordinator will work with carriers to ensure smooth transfer of information and proper set up of acquired books of business in the USI systems.

Communicate with carrier regarding acquisitions and/or organizational changes with appropriate supporting documentation
Analyze carrier code structure to be able to communicate the business being acquired
Provide correct books of business for carrier to transfer from a larger database
Review incoming contracts for compliance with USI standards
Complete agency profiles and other paperwork required to get agency appointments
Track progress against metrics
Investigate and resolve field and carrier inquiries using available data and documents
Handle calls and meetings with carrier and USI associates at various levels
Facilitate setup of: associate access to carrier websites, download of carrier data, commission payments, tax reporting
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, 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.
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