USI Holdings Corporation

Commercial Lines Senior Account Executive

USI Holdings Corporation • $140K — $150K *
Rancho Cordova, CA 95670In-Person
Finance & Insurance
11 - 15 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 15+ years of experience in a Commercial Lines agency.
  • Expert understanding of Property & Casualty insurance.
  • Property & Casualty insurance license required.
  • Preferred industry designations: ARM, CIC, CPCU.
  • Proficient with Microsoft Office and internet-based programs.
  • Familiarity with Sagitta / ImageRight is a plus.
  • Excellent communication and negotiation skills.

Responsibilities

  • Manage 10 to 20 complex Commercial Lines insurance accounts as the primary client contact.
  • Provide high-touch, personalized support to clients.
  • Market and place renewals for client Commercial Lines insurance.
  • Analyze and compare carrier quotes and make program recommendations to clients.
  • Negotiate complex coverage terms on behalf of clients.
  • Delegate administrative tasks to Account Representatives.
  • Champion cross-selling initiatives and support account development.

Benefits

  • Opportunity for significant client interaction and relationship building.
  • Involvement in high-stakes negotiations with insurance carriers.
  • Collaborative team environment with support from Sales Executives.
  • Opportunity to leverage extensive industry knowledge and expertise.
Full Job Description
Description and Requirements

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, but not required.
  • Strong communication and negotiation skills.
  • Able to work in a fast-paced, team environment with minimal instruction.
  • Keep informed about industry information, technology and trends.


#LI-AM2

$140,000 - $150,000

About USI Holdings Corporation

USI is a leading insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk, program and retirement solutions throughout the United States. Headquartered in Valhalla, New York, USI has over 200 offices across the United States. USI combines industry-leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI, we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting-edge solutions so our clients can continue to invest and grow.
Learn more about USI Holdings Corporation
Size
4,800 employees
Industry
Finance & Insurance
Founded
1994
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at USI Holdings Corporation

More Finance & Insurance Jobs

Find similar Commercial Lines Senior Account Executive jobs:

NationwideRancho Cordova, CA