USI Insurance Services · 4 days ago
EB Producing Account Executive
USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, and they are seeking an EB Team Account Executive. This role is responsible for retaining and growing a significant book of business by managing client relationships and supporting sales efforts to ensure client satisfaction and business growth.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Develop strategic plans, set service expectations, and manage client relationships to drive retention, growth, and profitability
Build and maintain relationships with C-Suite executives
Provide technical support to Sales Executives, including coverage analysis and quotations, and coordinate internal service for new and existing clients
Oversee account marketing, including submissions, proposals, and placement for new and renewal business. Research market trends and negotiate favorable terms
Apply expertise in USI ONE Advantage, Stewardship process, and Omni deliverables; contribute to strategy meetings
Identify cross-selling opportunities across practices and maintain regular client engagement through visits
Ensure accurate documentation and compliance within agency and document management systems
Partner with leadership to select account management staff and subject matter experts for sales presentations
Develop and execute sales and marketing strategies to enhance USI’s market position; represent USI at industry events
Collaborate with account management teams and national/regional resources to maximize results. Communicate client goals and ensure optimal resource utilization
Respond promptly to underwriter inquiries and engage USI resources as needed. Stay current on industry trends, products, legislation, and technology
Qualification
Required
10+ years of experience in insurance brokerage, carrier, or related B2B sales
Strong understanding of Employee Benefits or Property & Casualty
Ability to engage senior-level management with executive presence
Highly motivated, goal-oriented, and able to work independently in a fast-paced environment
Exceptional communication, presentation, organizational, and follow-up skills
Consultative and resourceful approach with excellent customer focus and listening skills
Proficient in Microsoft Office
Ability to prioritize, manage workflows, and maintain accuracy
Team-oriented with strong relationship-building skills
Preferred
College degree and current insurance license preferred
Familiarity with Sagitta/ImageRight is a plus
Benefits
Employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives
Award-winning wellness program
College scholarships for associates' children
Financial help in times of need
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
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.
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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