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