5+ years of experience in a Commercial Lines agency
Strong understanding of Property & Casualty insurance
Willingness to earn Property & Casualty insurance license
Preferred industry designations: ARM, CIC, CPCU
Proficient with Microsoft Office and internet-based programs
Knowledge of Sagitta / ImageRight is a plus
Ability to thrive in a fast-paced, team-oriented environment
Responsibilities
Provide proactive, personalized support to Commercial Lines clients
Offer insurance technical expertise to clients and the Account Management team
Market and place client Commercial Lines insurance renewals
Analyze and compare carrier quotes and coverage offerings
Negotiate with carriers on behalf of clients
Champion client cross-selling initiatives and develop customer accounts
Maintain accuracy in agency management systems
Benefits
Comprehensive health, dental, and vision insurance
401(k) plan with employer contributions
Flexible spending and health savings accounts
Short and long-term disability insurance
Life insurance and voluntary programs
Generous paid time off policy with 18 days per year
Paid family leave and 12 paid holidays
Bonus eligibility with a target incentive of 5%
Full Job Description
Description and Requirements
General Description: Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives.
Responsibilities:
Provide proactive, personalized support to assigned Commercial Lines clients.
Provide insurance technical expertise to clients and other members of the Account Management 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.
Negotiate 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.
Respond to underwriters' questions in a timely and professional manner.
Maintain a high degree of accuracy in agency management systems.
Regular in-person attendance at face-to-face client meetings.
Knowledge, Skills and Abilities:
5+ years experience in a Commercial Lines agency. College degree preferred.
Strong understanding of Property & Casualty insurance.
Must hold or be willing to earn Property & Casualty insurance license.
Industry designation such as ARM, CIC, CPCU preferred
Comfortable with internet-based programs and Microsoft Office products.
Knowledge of Sagitta / ImageRight preferred, but not required.
Able to work in a fast-paced, team environment with minimal instruction.
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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 12 paid holidays.
This is a Paid Time Off/Paid Sick Leave eligible position. 18 days per year.
This is a bonus eligible position with a target incentive of 5%.
Salary Range: $80,000-$120,000
Applications will be accepted on an on-going basis.
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.
