Premier Account Executive

Responsibilities

• Maintain a minimum of 95% retention of Client Accounts by proactive client engagement to retain accounts; including contacting clients that have moved business by Broker of Record letter to determine why business was lost by USI.
• Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients through cross-selling opportunities, account development, execution of client requests and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
• Annual or semi-annual client meetings, to the client and / or client advisors required, per client request
• Manage USI New Business Process for new clients, including establishing amunication plan with the client, reviewing all policies for accuracy, reviewing and delivering wee packets and reviewing any necessary corrections with both client and carrier.
• Manage client pre-renewal process by reviewing current coverage, claims history, loss analysis and summary of risk mitigation rmendations.

Prepare and present renewal proposal with overview of the risk exposures, current carrier marketplace, and rmendations (obtaining alternative quotes as needed).

Manage renewal process meeting with Client's trusted advisors or family office management teams.

• Huddle with other Premier Client Advisors providing technical assistance and market knowledge as needed.
• Execute on policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required.

Maintain renewal expirations, to avoid any lapse in coverage.

• Respond to underwriters' questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management and document management systems.
• Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
• Identify exposure to loss and rmend appropriate coverage or loss mitigation strategies.

Knowledge, Skills and Abilities :

• 8-10 years experience in Personal Lines Property & Casualty Insurance along withprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.
• High School Graduate. College degree preferred, but not required.
• Must hold state Property & Casualty insurance license
• Hold an industry designation such as ARM, CIC, CPCU, CPRIA or expected to further industry knowledge through courses with intent to pursue an industry designation.
• Strong written, oral and interpersonalmunication skills.
• Ability to carry outplex tasks with many concrete and abstract variables.
• Must befortable with internet based programs as well as intermediate knowledge of Microsoft office products. Knowledge of Sagitta / WorkSmart preferred, but not required.
• Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy.
• Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.

Ability to work in a team environment.

• Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Interact with others effectively by utilizing goodmunication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of thepany.

GLDR

LI-JM2

LI-Hybrid

Why USI?

With more than $ billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world.

At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

We invite you to learn more about what makes USI an exceptional place to work!

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact.

USI ONE® represents Omni, Network, Enterprise-the three key elements that set USI apart from thepetition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition topetitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives.

We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deepmunity Engagement

We aremitted to giving back to our localmunities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.

Our award-winning I'm With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and localmunities through curated education and training resources, employee support programs, andmunity outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years (2018-2023).
• Named to Business Insurance's annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
• Recipient of the American Heart Association's Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
• Visit our Awards and Accolades page for aplete list of industry awards and recognitions!

USI ismitted to providing a full-suite ofpetitive 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.

Job ID : 28391 Job ID 28391

28391 Job ID 28391