Commercial Lines Account Executive, Select jobs in United States
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USI Insurance Services · 1 week ago

Commercial Lines Account Executive, Select

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, and they are seeking a Commercial Lines Account Executive to manage Select client accounts. The role involves providing personalized support to clients, making insurance program recommendations, and managing renewal workflows to ensure client satisfaction and retention.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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Growth Opportunities

Responsibilities

Provide proactive, personalized support to assigned Select Commercial Lines clients
Make recommendations for client insurance programs based on USI’s proprietary solution set
Provide advanced technical expertise to clients and prospects
Support sales and cross-selling opportunities. Accompany Producer and Practice Leaders to meet with prospective clients
Manage client account in accordance with USI guidelines and key performance indicators
Manage renewal workflow for assigned book of business, avoiding any lapse in coverage
Responsible for marketing and placement of client insurance renewals
Determine most-appropriate carriers for market pricing
Analyze and compare carrier quotes and coverage offerings
Make insurance program recommendations to clients
Develop strong relationships with insurance carriers to negotiate on client’s behalf
Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments
Request policy cancellations in accordance with company standards
Keep current on industry information, technology, and trends
Mentor more junior members of the Select Commercial Lines team
Attend sales and marketing weekly meetings

Qualification

Property & Casualty insuranceProperty & Casualty licenseSagitta/ImageRight knowledgeIndustry designations ARMIndustry designations CICIndustry designations CPCUMicrosoft Office proficiencyCommunication skillsTeamwork ability

Required

5+ years of experience in a Commercial Property & Casualty insurance agency
Strong understanding of Property & Casualty insurance
Must hold a Property & Casualty insurance license
Comfortable with internet-based programs and Microsoft Office products
Able to carry out complex tasks with many concrete and abstract variables
Proven ability to work in a fast-paced, team environment with minimal instruction
Strong written, verbal, and interpersonal communication skills

Preferred

College degree preferred
Knowledge of Sagitta/ImageRight preferred
Industry designation such as ARM, CIC, CPCU preferred

Benefits

Employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives
Award-winning wellness program
College scholarships for associates' children
Financial help in times of need
Medical, wellness, dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Paid time off policy
Paid family leave benefit
Paid holiday time

Company

USI Insurance Services

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USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.

Funding

Current Stage
Late Stage
Total Funding
$1B
Key Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired

Leadership Team

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Stew Gibson
Senior Vice President and Chief Information Officer
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Dave Petno
Vice President, Employee Benefits Consultant
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Company data provided by crunchbase