USI Insurance Services · 1 day ago
Small Commercial Lines Account Executive
USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, seeking a Small Commercial Lines Account Executive. This role involves consultative account management for Commercial Lines clients, ensuring high retention rates and supporting sales processes.
Responsibilities
Provide proactive, personalized support to assigned Select Commercial Lines clients
Make recommendations for client insurance programs based on USI’s proprietary solution set
Provide advanced technical expertise to clients and prospects
Support sales and cross-selling opportunities. Accompany Producer and Practice Leaders to meet with prospective clients
Manage client account in accordance with USI guidelines and key performance indicators
Manage renewal workflow for assigned book of business, avoiding any lapse in coverage
Responsible for marketing and placement of client insurance renewals
Determine most-appropriate carriers for market pricing
Analyze and compare carrier quotes and coverage offerings
Make insurance program recommendations to clients
Develop strong relationships with insurance carriers to negotiate on client’s behalf
Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments
Request policy cancellations in accordance with company standards
Keep current on industry information, technology, and trends
Mentor more junior members of the Select Commercial Lines team
Attend sales and marketing weekly meetings
Qualification
Required
5+ years of experience in a Commercial Property & Casualty insurance agency
Strong understanding of Property & Casualty insurance
Must hold a Property & Casualty insurance license
Comfortable with internet-based programs and Microsoft Office products
Able to carry out complex tasks with many concrete and abstract variables
Proven ability to work in a fast-paced, team environment with minimal instruction
Strong written, verbal, and interpersonal communication skills
Preferred
College degree preferred
Knowledge of Sagitta/ImageRight preferred
Industry designation such as ARM, CIC, CPCU preferred
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.
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
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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