10+ years of experience in a Commercial Lines agency
Expert understanding of Property & Casualty insurance
Must hold a Property & Casualty insurance license
Industry designations such as ARM, CIC, CPCU preferred
Proficient with Microsoft Office and internet-based programs
Strong communication and negotiation skills
Ability to thrive in a fast-paced, team-oriented environment
Responsibilities
Provide proactive, personalized support to complex Commercial Lines clients
Offer technical insurance expertise to clients and internal teams
Market and place client insurance renewals, including preparing applications
Analyze and compare carrier quotes and coverage offerings
Manage client renewal expirations to prevent coverage lapses
Negotiate complex terms with carriers on behalf of clients
Champion cross-selling initiatives and develop customer accounts
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 additional voluntary programs
Generous paid time off policy and paid family leave
Paid holiday time
Full Job Description
Description and Requirements
General Description: Manage 20 to 30 large and/or complex 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 team and provide guidance to Account Representatives and/or Account Managers.
Responsibilities:
Provide proactive, personalized support to assigned high-touch, complex Commercial Lines clients.
Provide 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.
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:
10+ 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.
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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 paid holiday time.
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.
