USI Insurance Services · 17 hours ago
Commercial Lines Producer Account Executive
USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, dedicated to providing dynamic personal and professional development for its associates. The Commercial Lines Producer Account Executive is responsible for managing a significant book of business, ensuring client satisfaction, and providing technical expertise in insurance coverage and client relationships.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Manages or directs a complex book of business over 500k in revenue to ensure retention of book of business
Provides technical expertise in analyzing client needs, coverage forms and quotations
Establishes Strategic Plan for clients
Establishes general expectations for service model
Responsible for C-Suite relationships
Manages 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 line of business
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
Generate Client Service Plan and coordinate with team to meet assigned deadlines
Negotiate final terms and conditions with carrier as needed
Identify problems, exposures, summarize and develop strategic solutions with the client by incorporating the company’s culture, mission and future staffing needs into our recommended strategic solutions
Educate, advise and be a technical expert for clients on all line of business insurance topics
Frequent, outside service visits, to the client, are required
Qualification
Required
5-10 years experience in Insurance line of business along with comprehensive understanding of insurance line of business coverages, underwriting and rating concepts
High School Graduate. 4 year College degree preferred, but not required
Must hold state Property & Casualty insurance license
Hold an industry designations as appropriate for line of business
Strong written, oral and interpersonal communication skills
Strong ability to problem solve, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast paced environment
Keep informed and further industry education, new product knowledge, legislation, coverages and technology to continuously improve knowledge and performance with the ability to articulate and educate those around them
Strong presentation skills
Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy
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
Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative
Project a professional image of leadership in action and appearance
Preferred
4 year College degree 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 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
Company data provided by crunchbase