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USI Insurance Services · 1 day ago

Small Commercial Lines Account Executive

Glen Allen, VA

Full-time

Hybrid

Senior Level

5+ years exp

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.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

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

Property & Casualty insuranceProperty & Casualty licenseSagitta/ImageRightIndustry designations ARMIndustry designations CICIndustry designations CPCUMicrosoft OfficeConsultative account managementCommunication skills