USI Insurance Services · 1 day ago
Premier Sr Client Advisor
Atlanta, GA
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, dedicated to personal and professional development. They are seeking a Premier Sr Client Advisor to manage high-net-worth and affluent client accounts, focusing on retention, risk assessment, and providing technical expertise in insurance coverage.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Maintain a minimum of 95% retention of Client Accounts by proactive client engagement to retain accounts; including contacting clients that have moved business by Broker of Record letter to determine why business was lost by USI
Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients. Consultative approach providing expertise in identifying exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards
Maintain renewal expirations, avoid any lapse in coverage
Make insurance program recommendations
Respond to underwriters’ questions in a timely and professional manner
Prepare proposals and summaries of insurance, as needed
Maintain a high degree of accuracy in agency management and document management systems
Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier
Identify exposure to loss and recommend appropriate coverage
Qualification
Required
8 years' experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts
Must hold state Property & Casualty insurance license
Hold an industry designation such as ARM, CIC, CPCU, CPRIA or expected to further industry knowledge through courses with intent to pursue an industry designation
Strong written, oral and interpersonal communication skills
Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy
Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities
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
Knowledge of Sagitta/WorkSmart 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
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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