USI Insurance Services
Private Risk Management Account Executive
USI Insurance Services, San Francisco, California, United States, 94199
General Description :
The Premier Account Executive is responsible for providing comprehensive risk management and insurance consultation for high net worth individuals and family offices. The role involves partnering with Private Risk Advisors, onboarding new clients with complex insurance portfolios, and conducting annual/semiannual reviews. The position requires evaluating client assets and exposures, recommending coverage levels, and negotiating premiums with carriers, while adhering to USI's service standards and Best Practices. Responsibilities : Maintain at least 95% client account retention through proactive engagement, including contacting clients who have moved their business via Broker of Record letter to understand reasons for loss. Provide technical expertise on insurance coverage and products, staying updated on industry changes, and supporting new and existing clients through cross-selling, account development, and problem solving in line with USI values and standards. Conduct annual or semi-annual client meetings as requested. Manage the USI New Business Process: establish communication plans, review policies for accuracy, deliver welcome packets, and coordinate corrections with clients and carriers. Oversee the client pre-renewal process: review coverage, claims history, and risks; prepare and present renewal proposals, including market overview and recommendations; and facilitate renewal meetings with clients and advisors. Collaborate with other Premier Client Advisors for technical support and market insights. Execute policy renewals, issue proof of insurance, and manage policy deliveries or cancellations to prevent coverage lapses. Respond promptly and professionally to underwriter inquiries. Maintain high accuracy in agency management and documentation systems. Guide clients in submitting claims reports and facilitate prompt carrier responses. Identify potential losses and recommend coverage adjustments or mitigation strategies. Knowledge, Skills and Abilities : 8-10 years of experience in Personal Lines Property & Casualty Insurance, with a thorough understanding of coverages, underwriting, and rating. High school diploma required; college degree preferred. Valid state Property & Casualty insurance license required. Industry designations such as ARM, CIC, CPCU, CPRIA are preferred; ongoing education to pursue such designations is encouraged. Strong communication skills, both written and oral. Ability to manage complex tasks with multiple variables. Proficiency with internet-based programs and intermediate Microsoft Office skills; knowledge of Sagitta / WorkSmart is a plus. Ability to work efficiently in a fast-paced environment with minimal supervision, ensuring accuracy. Effective prioritization and workflow management. Ability to build and maintain professional relationships with clients, colleagues, carriers, and vendors. Commitment to continuous industry knowledge improvement. Effective interpersonal communication, cooperation, and guidance to achieve business goals. GLDR LI-Remote LI-AG1 Why USI? USI is a leading insurance brokerage with over $2.5 billion revenue and 10,000+ associates nationwide. We foster a dynamic culture of professional growth, investing heavily in our team and celebrating success through unique recognition programs. Learn more about what makes USI an exceptional workplace! Resources and Support:
USI ONE offers strategic risk management and benefit solutions with significant economic impact. Our programs include industry-leading rewards, wellness initiatives, scholarships, and support for community and environmental efforts. Diversity and Inclusion:
We are dedicated to fostering a diverse, equitable, and inclusive workplace through education, support programs, and community initiatives. Awards and Recognitions:
Recognized as a Top Insurance Employer (2018-2023), among the Best Places to Work in Insurance (2020-2023), and recipient of the American Heart Association’s Gold Status (2018-2022). USI offers comprehensive benefits, including health, wellness, dental, vision, 401(k), paid time off, and more. Salary Range: $110,000 - $125,000
#J-18808-Ljbffr
The Premier Account Executive is responsible for providing comprehensive risk management and insurance consultation for high net worth individuals and family offices. The role involves partnering with Private Risk Advisors, onboarding new clients with complex insurance portfolios, and conducting annual/semiannual reviews. The position requires evaluating client assets and exposures, recommending coverage levels, and negotiating premiums with carriers, while adhering to USI's service standards and Best Practices. Responsibilities : Maintain at least 95% client account retention through proactive engagement, including contacting clients who have moved their business via Broker of Record letter to understand reasons for loss. Provide technical expertise on insurance coverage and products, staying updated on industry changes, and supporting new and existing clients through cross-selling, account development, and problem solving in line with USI values and standards. Conduct annual or semi-annual client meetings as requested. Manage the USI New Business Process: establish communication plans, review policies for accuracy, deliver welcome packets, and coordinate corrections with clients and carriers. Oversee the client pre-renewal process: review coverage, claims history, and risks; prepare and present renewal proposals, including market overview and recommendations; and facilitate renewal meetings with clients and advisors. Collaborate with other Premier Client Advisors for technical support and market insights. Execute policy renewals, issue proof of insurance, and manage policy deliveries or cancellations to prevent coverage lapses. Respond promptly and professionally to underwriter inquiries. Maintain high accuracy in agency management and documentation systems. Guide clients in submitting claims reports and facilitate prompt carrier responses. Identify potential losses and recommend coverage adjustments or mitigation strategies. Knowledge, Skills and Abilities : 8-10 years of experience in Personal Lines Property & Casualty Insurance, with a thorough understanding of coverages, underwriting, and rating. High school diploma required; college degree preferred. Valid state Property & Casualty insurance license required. Industry designations such as ARM, CIC, CPCU, CPRIA are preferred; ongoing education to pursue such designations is encouraged. Strong communication skills, both written and oral. Ability to manage complex tasks with multiple variables. Proficiency with internet-based programs and intermediate Microsoft Office skills; knowledge of Sagitta / WorkSmart is a plus. Ability to work efficiently in a fast-paced environment with minimal supervision, ensuring accuracy. Effective prioritization and workflow management. Ability to build and maintain professional relationships with clients, colleagues, carriers, and vendors. Commitment to continuous industry knowledge improvement. Effective interpersonal communication, cooperation, and guidance to achieve business goals. GLDR LI-Remote LI-AG1 Why USI? USI is a leading insurance brokerage with over $2.5 billion revenue and 10,000+ associates nationwide. We foster a dynamic culture of professional growth, investing heavily in our team and celebrating success through unique recognition programs. Learn more about what makes USI an exceptional workplace! Resources and Support:
USI ONE offers strategic risk management and benefit solutions with significant economic impact. Our programs include industry-leading rewards, wellness initiatives, scholarships, and support for community and environmental efforts. Diversity and Inclusion:
We are dedicated to fostering a diverse, equitable, and inclusive workplace through education, support programs, and community initiatives. Awards and Recognitions:
Recognized as a Top Insurance Employer (2018-2023), among the Best Places to Work in Insurance (2020-2023), and recipient of the American Heart Association’s Gold Status (2018-2022). USI offers comprehensive benefits, including health, wellness, dental, vision, 401(k), paid time off, and more. Salary Range: $110,000 - $125,000
#J-18808-Ljbffr