3-5 years in insurance brokerage or related sales experience, especially with senior executives.
Preferred college degree.
Must hold or will obtain Property & Casualty license or relevant business licensure.
Extensive knowledge of insurance products and coverages.
Proven ability to build and maintain strong client relationships.
Strong problem-solving capabilities with a customer-centric approach.
Excellent communication skills, both verbal and written.
Responsibilities
Develop and nurture relationships with sales associates, underwriters, and insurers.
Solicit submissions from sales associates to drive business growth.
Provide competitive quotes for insurance coverage and successfully place accounts.
Manage full cycle recruitment, development, and performance of the client service team.
Address and resolve client complaints and inquiries promptly.
Communicate key account issues and business problems to management.
Collect unpaid receipts from sales associates using company accounting systems.
Stay updated on industry trends and insurance product offerings.
Benefits
Comprehensive health and wellness plans including medical and dental coverage.
401(k) plan with employer contributions.
Flexible spending and health savings accounts available.
Short and long-term disability coverage provided.
Life insurance options offered.
Paid family leave to support work-life balance.
Paid holiday time for enhanced personal time off.
Full Job Description
Description and Requirements
Job Description: Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth. Manage a team of client service and underwriting staff.
Responsibilities:
Develop and maintain business relationships with sales associates, underwriters, and insurance company representatives.
Solicit submissions from sales associates.
Provide quotes for insurance coverage and successfully place accounts.
Accountable for full cycle recruitment, management, and development of assigned team. Includes monitoring and directing work, performance management, and training.
Handle complaints and inquiries.
Communicate account and business problems to branch or division manager. Includes complaints and potential errors and omissions incidents.
Collect unpaid receivables from sales associates. Utilize company's accounting system.
Obtain and maintain production levels established by branch or division manager.
Keep current with insurance products offerings and industry trends, including advantages and disadvantages.
Knowledge, Skills and Abilities:
3-5 years of experience in insurance brokerage, carrier, or related business sales experience. Includes calling on senior executives.
College degree preferred.
Must hold or will obtain Property & Casualty and/or appropriate business licensure.
Extensive knowledge of insurance coverages/products.
Experience developing and maintaining strong working relationships with customers and prospects.
Strong problem-solving skills. Ability to comprehend customer needs and recommend solutions.
Ability to work effectively in a team environment and across all organizational levels.
Excellent verbal, written, and interpersonal communication skills.
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 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.
