CL Senior Account Executive jobs in United States
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USI Insurance Services · 6 hours ago

CL Senior Account Executive

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, seeking a Senior Account Executive to manage large and complex Commercial Lines insurance accounts. The role involves providing personalized support to clients, managing renewals, and collaborating with internal teams to ensure effective risk management solutions.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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Growth Opportunities
Hiring Manager
Adriana Montijo
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Responsibilities

Provide proactive, personalized support to assigned high-touch, most-complex Commercial Lines clients
Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team
Responsible for marketing and placement of client Commercial Lines insurance renewals
With assistance from Account Representatives, prepare client applications for review
Determine most-appropriate carriers for market pricing
Analyze and compare carrier quotes and coverage offerings
Make insurance program recommendations to clients
Manage client renewal expirations and avoid any lapse in coverage
Complex negotiation with carriers on behalf of clients
Process policies, endorsements and audits as needed
Champion client cross-selling initiatives and develop customer accounts
Represent client interests in internal USI account strategy meetings
Delegate administrative client tasks to assigned Account Representatives
Provide account oversight and guidance when acting as a third-layer of account management on largest, most complex accounts
Respond to underwriters’ questions in a timely and professional manner
Maintain a high degree of accuracy in agency management systems
Frequent in-person attendance at face-to-face client meetings, with and without Sales Executives
Regular carrier interaction and frequent face-to-face meetings with underwriters

Qualification

Commercial Lines experienceProperty & Casualty insuranceProperty & Casualty licenseIndustry designations ARMIndustry designations CICIndustry designations CPCUMicrosoft Office proficiencyCommunication skillsNegotiation skillsTeamworkAdaptability

Required

15+ years experience in a Commercial Lines agency
Expert understanding of Property & Casualty insurance
Must hold a Property & Casualty insurance license
Comfortable with internet-based programs and Microsoft Office products
Strong communication and negotiation skills
Able to work in a fast-paced, team environment with minimal instruction
Keep informed about industry information, technology and trends

Preferred

College degree preferred
Industry designation such as ARM, CIC, CPCU strongly preferred
Knowledge of Sagitta / ImageRight preferred, but not required

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

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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