USI Insurance Services · 2 weeks ago
EB Team Account Executive
Chicago, IL
Full-time
Hybrid
Mid Level
$135K/yr - $150K/yrUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, dedicated to providing dynamic personal and professional development cultures. The EB Team Account Executive is responsible for managing client accounts, ensuring retention and growth, and providing technical support to Sales Executives while adhering to company standards and best practices.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Manage or direct client accounts/relationships to ensure retention and growth of book of business
Provide technical support to Sales Executives, specifically in analyzing client needs, coverage forms and quotations
Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards
Expertise in understanding USI ONE Advantage; Stewardship process; and deliverables identified via the USI Omni engine. Contribute information and ideas during strategy meetings
Manage or directs account marketing, generally utilizing established markets but may be responsible for market development
Research market trends, develops strategies and negotiates favorable arrangement and relationships
Manages or directs the development of submissions as well as proposals
Market, place and review of new and renewal insurance programs, including proposal preparation and presentation
Respond to client requests for information, documents, and general insurance inquiries. Handle all aspects of Commercial Lines Property & Casualty Insurance
Frequent, outside service visits, to the client, are required
Respond to underwriters questions in a timely and professional manner
Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices. Maintain a high degree of accuracy in agency management and document management systems
Initiate, analyze and prepare exposures and deficiencies
Identify exposure to loss and recommend appropriate coverage’s in coordination with Sales Executives
Generate Client Service Plan and coordinate with team to meet assigned deadlines
Lead team on preparation and presentation of Stewardship report
Follow Stewardship Account protocol and engage USI resources when required
Qualification
Required
High School Graduate
Must hold state Property & Casualty insurance license
Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts
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
Preferred
College degree preferred but not required
Hold an industry designation such as ARM, CIC, CPCU
Knowledge of Sagitta/ImageRight preferred but not required
Benefits
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
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.
Founded in 1994
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
Company data provided by crunchbase