5+ years of experience in a Commercial Property & Casualty insurance agency.
Property & Casualty insurance license required.
College degree preferred.
Knowledge of Sagitta/ImageRight is a plus.
Industry designations like ARM, CIC, or CPCU are preferred.
Responsibilities
Provide proactive, personalized support to assigned Commercial Lines clients.
Make tailored recommendations for client insurance programs.
Deliver advanced technical expertise to clients and prospects.
Support sales efforts and assist Producers during client meetings.
Manage renewal workflow to prevent coverage lapses.
Market and place client insurance renewals effectively.
Analyze and compare carrier quotes for optimal client recommendations.
Benefits
Access to USI's proprietary solution set for insurance programs.
Opportunity for mentorship and collaboration with Producers and Practice Leaders.
Participation in weekly sales and marketing meetings.
Ability to develop strong relationships with insurers for negotiation benefits.
Supportive team environment emphasizing fast-paced and independent work.
Full Job Description
Description and Requirements
General Description: Consultative account management partner for Commercial Lines (Select) client accounts of $10,000 to $15,000 in revenue. Activities include marketing, analyzing coverage options, presenting recommendations, and implementing insurance programs. Maintain 92% or above retention on assigned book of business. Support USI sales process by participating in new business sales opportunities.
Responsibilities:
Provide proactive, personalized support to assigned Select Commercial Lines clients.
Make recommendations for client insurance programs based on USI's proprietary solution set.
Provide advanced technical expertise to clients and prospects.
Support sales and cross-selling opportunities. Accompany Producer and Practice Leaders to meet with prospective clients.
Manage client account in accordance with USI guidelines and key performance indicators.
Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.
Responsible for marketing and placement of client insurance renewals.
Determine most-appropriate carriers for market pricing.
Analyze and compare carrier quotes and coverage offerings.
Make insurance program recommendations to clients.
Develop strong relationships with insurance carriers to negotiate on client's behalf.
Adhere to company's credit and collection policy in invoicing and pursuing prompt payments.
Request policy cancellations in accordance with company standards.
Keep current on industry information, technology, and trends.
Mentor more junior members of the Select Commercial Lines team.
Attend sales and marketing weekly meetings.
Knowledge, Skills and Abilities:
5+ years of experience in a Commercial Property & Casualty insurance agency.
College degree preferred.
Strong understanding of Property & Casualty insurance.
Must hold a Property & Casualty insurance license.
Knowledge of Sagitta/ImageRight preferred.
Industry designation such as ARM, CIC, CPCU preferred.
Comfortable with internet-based programs and Microsoft Office products.
Able to carry out complex tasks with many concrete and abstract variables.
Proven ability to work in a fast-paced, team environment with minimal instruction.
Strong written, verbal, and interpersonal communication skills.
#LI-JK2
GLDR
#LI-hybrid
$90,000-$100,000
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.
