Marketing Administrator
USI Holdings Corporation 4 reviews - Dallas, TX

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USI Consulting Group is currently conducting a search for a Marketing Administrator to join the team in the Houston, TX office. This department works in the areas of non-qualified executive deferred compensation plans and individual planning for high net worth individuals. The team works collectively to design, install, fund and administer plans for select groups of management and highly-compensated employees of public and large private companies and works with individual clients in their investment and estate planning, acting as a "personal economist" to those individuals.

The primary responsibilities for the Marketing Administrator role include:

Entering daily NAV’s for the AccuTrak system

Preparing paperwork for all insurance underwriting

Arranging exams and other underwriting requirements

Communicating with insurance carriers

Following up on underwriting requirements

Preparing cases for delivery

Contacting clients to arrange meetings

Reserving facilities for meetings as necessary

Setting online meetings

Assisting in preparation of meeting materials

Coordinating post-meeting follow up activities

Coordinating travel arrangements

Monthly marketing planning

Expense report generation

Job Qualifications

Bachelors degree in business preferred or a minimum of 2+ years experience in sales & marketing, administration or related industry

Background in financial retirement services desired

Strong PC skills, including; intermediate to advanced levels of Microsoft Office; Word,

Excel, PowerPoint, Adobe Creative Suite: InDesign, Photoshop ( Illustrator a plus)

Ability to work under pressure in a fast-paced environment and meet deadlines

Excellent people skills

Detail oriented and ability to prioritize

For immediate consideration, please send your resume and salary requirements via e-mail to:

Please visit our website at .

USI Holdings Corporation is an Equal Opportunity Employer and values diversity in the

About this company
4 reviews
USI Holdings Corporation (USI) is a distributor of property and casualty insurance, and employee benefits products. The Company operates in...