USI Insurance Services · 1 day ago
EB Producer Account Executive
Norwalk, CT
Full-time
Onsite
Mid Level
$145K/yr - $155K/yr
3+ years expUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, with a strong focus on personal and professional development for its associates. The Producer Account Executive is responsible for maintaining client relationships and managing a significant book of business, while also strategizing and collaborating with other teams to drive growth and client satisfaction.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Maintain a book of business that is over 500k in revenue
Act as the Account Executive on client accounts
Establishes Strategic Plan for clients
Establishes general expectations for service model
Responsible for C-Suite relationships
Strategize with sales leader and senior account staff to retain a minimum of 92% of business year over year utilizing the OMNI and Risk Assessment as part of our “Keep” process
Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issues
Prepare for and participate actively in the Get, Prep, Close and Keep meetings and individual Producer 1:1 meetings
Create positive synergy and pursue cross selling opportunities with other practices (Property/Casualty, EB, USICG, etc.) to enhance prospect and client relationships
Manage overall client relationship; Drive consistent and predictable profitability, client satisfaction and organic growth
Collaborate with leaders in the selection of appropriate account management staff and subject matter experts in order to effectively conduct sales presentations to prospects with subject matter experts for each opportunity
Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI’s position in the marketplace
Positively and proactively represent USI in meetings, seminars, trade shows and networking events
Work collaboratively with the account management team and national/regional resources to maximize results
Understand and communicate client objectives to account management personnel
Drive appropriate staff utilization for assigned book of business and collaborate with account management staff to keep current
Qualification
Required
3-5 years in insurance brokerage, carrier, or related business to business sales experience
Must be personable and highly motivated to grow personal success
Superior written and verbal communication and presentation skills
Excellent organizational and follow-up skills
Strong understanding of Employee Benefits or Property and Casualty
A consultative, positive and resourceful approach to dealing with prospect, clients and associates
Highly developed organization and time management skills
Excellent listening skills with strong customer focus
Goal orientated
Ability to deal with senior level management and have a top level executive presence
Preferred
College degree and current insurance licensing are preferred
Benefits
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
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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