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USI Insurance Services · 15 hours ago

Premier Client Advisor - CA

United States

Full-time

Remote

Mid, Senior Level

$60K/yr - $85K/yr

5+ years exp

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, committed to providing exceptional service to their clients. The Premier Client Advisor is responsible for managing client accounts and ensuring the retention of assigned Tier 1 Premier clients through proactive engagement and expert service.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

Responsibilities

Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI

Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients. Provide expertise in account development and/or identifying new exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards

Complete USI New Business Process for new clients, including establishing a communication plan with the client, reviewing all policies for accuracy, reviewing and delivering welcome packets and reviewing any necessary corrections with both client and carrier

Manage all pre-renewal activities for Premier clients, including delivering annual summary of insurance and scheduling client meeting/call to complete annual risk assessment. Holding client renewal meetings/calls to determine changes in exposures or client concerns with current program or marketplace. Deliver renewal proposal to Premier clients quoting additional lines and/or markets, as applicable

Execute on policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required. Maintain renewal expirations, to avoid any lapse in coverage

Respond to underwriters’ questions in a timely and professional manner

Maintain a high degree of accuracy in agency management and document management systems

Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier

Qualification

Property & Casualty InsuranceInsurance LicenseIndustry DesignationSagitta/WorkSmartCommunication SkillsTeamworkTime Management

Required

Up to 5 years experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts

High School Graduate. College degree preferred, but not required

Must hold state Property & Casualty insurance license

Hold an industry designation such as ARM, CIC, CPRIA, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation

Strong written, oral and interpersonal communication skills

Ability to work in a fast paced environment with a high degree of accuracy

Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities

Ability to work in a team environment

Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance

Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company