General Description: Manage 10 to 20 large and complex Commercial Lines insurance accounts as the day-to-day client contact. May occasionally work in concert with an Account Manager on the largest and most complex accounts. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives team and provide guidance to Account Representatives and/or Account Managers.
Responsibilities:- Provide proactive, personalized support to assigned high-touch, most-complex Commercial Lines clients.
- Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.
- Responsible for marketing and placement of client Commercial Lines insurance renewals.
- With assistance from Account Representatives, prepare client applications for review.
- Determine most-appropriate carriers for market pricing.
- Analyze and compare carrier quotes and coverage offerings.
- Make insurance program recommendations to clients.
- Manage client renewal expirations and avoid any lapse in coverage.
- Complex negotiation with carriers on behalf of clients.
- Process policies, endorsements and audits as needed.
- Champion client cross-selling initiatives and develop customer accounts.
- Represent client interests in internal USI account strategy meetings.
- Delegate administrative client tasks to assigned Account Representatives.
- Provide account oversight and guidance when acting as a third layer of account management on largest, most complex accounts.
- Respond to underwriters' questions in a timely and professional manner.
- Maintain a high degree of accuracy in agency management systems.
- Frequent in-person attendance at face-to-face client meetings, with and without Sales Executives.
- Regular carrier interaction and frequent face-to-face meetings with underwriters.
Knowledge, Skills and Abilities:- 15 years + experience in a Commercial Lines agency.
- College degree preferred.
- Expert understanding of Property & Casualty insurance.
- Must hold a Property & Casualty insurance license.
- Industry designation such as ARM, CIC, CPCU strongly preferred.
- Comfortable with internet-based programs and Microsoft Office products.
- Knowledge of Sagitta/ImageRight preferred.
- Strong communication and negotiation skills.
- Able to carry out complex tasks with many concrete and abstract variables.
- Able to work in a fast-paced, team environment with minimal instruction.
- Keep informed about industry information, technology, and trends.
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Why USI?USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 9,000 associates across the U.S. and abroad - and we invite you to learn more.
Unrivaled Resources and SupportThe USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.
Unique Employee Programs and Deep Community EngagementWe turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.
Industry-Leading Associate Rewards and RecognitionIn addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.
Committed to a Diverse and Inclusive Work EnvironmentUSI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.
Nationally Recognized as a Top Insurance WorkplaceUSI has been recognized as one of:
- The Top Insurance Employers by Insurance Business America five years in a row (2018-2022).
- Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row.
- Forbes Best Large Employers in America (2018-2019).
- Ranked as one of Forbes Best Large Employers in America (2018-2019).
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Job ID:
27862
