USI Holdings Corporation

EB Producer Acct Exec

USI Holdings Corporation • $225K *
Norwalk, CT 06854In-Person
Finance & Insurance
Less than 5 years of experience
4 days ago
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Job Overview by Ladders

Qualifications

  • 3-5 years in insurance brokerage or related B2B sales experience
  • Strong understanding of Employee Benefits or Property and Casualty
  • Excellent written and verbal communication skills
  • Highly developed organization and time management skills
  • Must be personable, motivated, and goal-oriented
  • Ability to interact with C-Suite executives; top-level executive presence
  • Preferred: College degree and current insurance licensing

Responsibilities

  • Maintain a book of business generating over $500K in revenue
  • Act as the primary Account Executive for client accounts
  • Establish strategic plans for client relationships
  • Set expectations for the service model provided
  • Manage relationships with C-Suite executives
  • Retain a minimum of 92% of business year over year
  • Drive organic growth and client satisfaction through effective strategy

Benefits

  • Collaborative work environment
  • Opportunities for professional growth
  • Involvement in networking events and trade shows
  • Access to subject matter experts for sales presentations
  • Participation in strategic meetings for client and business development
Full Job Description
Description and Requirements

General Description: The Producer Account Executive is responsible for maintaining the relationship on their book of business

Responsibilities:
  • Maintain a book of business that is over 500k in revenue
  • Act as the Account Executive on client accounts
  • Establishes Strategic Plan for clients
  • Establishes general expectations for service model
  • Responsible for C-Suite relationships
  • Strategize with sales leader and senior account staff to retain a minimum of 92% of business year over year utilizing the OMNI and Risk Assessment as part of our "Keep" process
  • Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issues
  • Prepare for and participate actively in the Get, Prep, Close and Keep meetings and individual Producer 1:1 meetings.
  • Create positive synergy and pursue cross selling opportunities with other practices (Property/Casualty, EB, USICG, etc.) to enhance prospect and client relationships.
  • Manage overall client relationship; Drive consistent and predictable profitability, client satisfaction and organic growth.
  • Collaborate with leaders in the selection of appropriate account management staff and subject matter experts in order to effectively conduct sales presentations to prospects with subject matter experts for each opportunity
  • Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace.
  • Positively and proactively represent USI in meetings, seminars, trade shows and networking events.
  • Work collaboratively with the account management team and national/regional resources to maximize results.
  • Understand and communicate client objectives to account management personnel.
  • Drive appropriate staff utilization for assigned book of business and collaborate with account management staff to keep current.

Knowledge, Skills and Abilities:
  • 3-5 years in insurance brokerage, carrier, or related business to business sales experience

• Must be personable and highly motivated to grow personal success
  • Superior written and verbal communication and presentation skills.
  • Excellent organizational and follow-up skills.

• Strong understanding of Employee Benefits or Property and Casualty
  • A consultative, positive and resourceful approach to dealing with prospect, clients and associates
  • Highly developed organization and time management skills
  • Excellent listening skills with strong customer focus.
  • Goal orientated
  • Ability to deal with senior level management and have a top level executive presence
  • College degree and current insurance licensing are preferred.


$225,000

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

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