USI Insurance Services
Select Commercial Lines Account Executive
USI Insurance Services, Seattle, Washington, us, 98127
General Description: Consultative account management partner for Commercial Lines (Select) client accounts for $10,000 to $20,000 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 accounts in accordance with USI guidelines and key performance indicators. * Manage renewal workflow for assigned book of business, avoiding any lapses 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 designations such as ARM, CIC, CPCU preferred. * Comfortable with internet-based programs and Microsoft Office products. * Able to conduct 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.
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 accounts in accordance with USI guidelines and key performance indicators. * Manage renewal workflow for assigned book of business, avoiding any lapses 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 designations such as ARM, CIC, CPCU preferred. * Comfortable with internet-based programs and Microsoft Office products. * Able to conduct 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.