USI Insurance Services · 1 day ago
Account Executive Team Manager
Fort Wayne, IN
Full-time
Onsite
Senior Level
7+ years expUSI Insurance Services is seeking an Account Executive Team Manager to oversee operational activities and ensure high standards of service. This role involves managing a team, developing customer service plans, and maintaining client relationships while ensuring the retention and growth of commercial accounts.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Accountable for full-cycle recruitment, management, and development to a team of account service providers. Includes providing guidance, training, and performance management
Identify, plan, and resolve routine department coverage and workload issues
Maintain quality control of renewal expirations, avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner
Work at a strategic level to develop and retain consultative partnerships with customers/prospects
Develop, execute, and monitor comprehensive customer service plans. Ensure plans reflect the customer's business and risk management goals and objectives
Accountable for marketing. Includes advising customers regarding renewals and recommending coverage products/risk control approaches
Contribute to new business development. Identify cross-sell opportunities and seek referrals from existing customers
Manage or direct client accounts/relationships. Ensure retention and growth of book of business
Provide technical support to Program Managers. Includes analyzing client needs, coverage forms, and quotations
Provide technical expertise to new and existing clients. Includes coordinating the servicing of clients through sales, account development, and problem solving
Respond to client requests for information, documents, and general insurance inquiries
Respond to underwriters’ questions in a timely and professional manner
Maintain a high degree of accuracy in agency management and document management systems
Identify exposure to loss and recommend appropriate coverages
Qualification
Required
7+ years of underwriting experience. Includes 2+ years of supervisory experience
High school diploma or graduate equivalent degree required
Must hold or will obtain Property & Casualty and/or appropriate business licensure
Ability to manage a team effectively
Experience managing complex commercial property and casualty accounts
Experience developing and maintaining strong working relationships with customers and prospects
Experience effectively marketing to carriers and customers
Working knowledge of Microsoft Office suite of products
Excellent verbal, written, and interpersonal communication skills
Strong problem-solving skills. Ability to comprehend customer needs and recommend solutions
Ability to work effectively in a team environment and across all organizational levels
Ability to be flexible and adaptable to changing priorities and deadlines
Benefits
Medical
Wellness
Dental and 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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