USI Insurance Services · 4 days ago
Producer Account Executive - LPL
Newtown Square, PA
Full-time
Onsite
Senior Level
5+ years expUSI Insurance Services is seeking a Producer Account Executive to manage a significant book of business and ensure exceptional customer service. The role involves developing strategic plans for clients, maintaining relationships with executives, and overseeing marketing efforts for insurance programs.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Hiring Manager
Connita Griffin Turner
Responsibilities
Serve as the primary relationship manager for a complex book of business generating $1M+ in revenue, ensuring high retention rates
Provide technical expertise in evaluating client needs, coverage forms, and quotations
Develop and implement strategic plans tailored to each client's goals
Establish expectations for the service model and deliver on those commitments
Build and maintain strong relationships with C-suite executives
Oversee or manage account marketing efforts, leveraging established markets and potentially developing new ones
Research market trends, develop strategies, and negotiate favorable arrangements and relationships
Direct the development of submissions and proposals
Market, place, and review new and renewal insurance programs, including proposal preparation and presentation
Respond promptly to client requests for information, documents, and general insurance inquiries
Address underwriter questions in a timely and professional manner
Maintain a high degree of accuracy in agency management and document management systems
Develop Client Service Plans and coordinate with internal teams to meet deadlines
Negotiate final terms and conditions with carriers as needed
Identify client risks and exposures, summarize findings, and recommend strategic solutions aligned with organizational culture and mission
Educate, advise, and serve as a technical expert for clients on all lines of business insurance topics
Conduct on-site client meetings and maintain a strong presence through regular visits
Stay current on new product knowledge, legislation, coverages, and technology
Qualification
Required
5-10 years of insurance brokerage experience
High school diploma or equivalent required; college degree preferred
Deep understanding of insurance line of business coverages, underwriting, and rating concepts
Must hold or be willing to obtain Property & Casualty and/or appropriate business licensure
Exceptional communication, presentation, and negotiation skills
Comfortable with internet-based programs and Microsoft Office products
Excellent organizational and follow-up skills
Ability to work in a fast-paced, team environment with minimal instruction
Demonstrated ability to engage with senior-level management and possess an executive presence
Preferred
college degree preferred
Benefits
Medical
Wellness
Dental
Vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Other unique employer-sponsored and voluntary programs
Generous paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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