USI Insurance Services
Personal Risk Premier Sr. Client Advisor
2 weeks ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from USI Insurance Services Sr. Talent Acquisition Partner at USI Insurance Services
Requirements Description and Requirements General Description:
Responsible for independently and proactively managing assigned Premier clients in Tiers 2 and 3 (HNW & Affluent). Activities include renewal marketing, handling client questions and requests, and conducting annual client reviews with thorough risk assessments of current and future exposures. Must perform essential functions, meet service standards, and adhere to Best Practices developed by USI. Responsibilities Maintain at least 95% retention of client accounts through proactive engagement, including contacting clients who have moved business by Broker of Record letter to understand reasons for loss. Provide technical expertise on insurance coverage and products, stay updated on industry changes, and offer consultative advice to clients. Manage renewal expirations to prevent coverage lapses. Make insurance program recommendations. Respond promptly and professionally to underwriters inquiries. Prepare proposals and insurance summaries as needed. Ensure high accuracy in agency and document management systems. Guide clients in submitting first reports of claims and facilitate prompt carrier responses. Identify exposures to loss and recommend appropriate coverage. Knowledge, Skills And Abilities At least 8 years of experience in Personal Lines Property & Casualty Insurance, with comprehensive knowledge of coverages, underwriting, and rating. High School diploma required; college degree preferred. Must hold a state Property & Casualty insurance license. Industry designations such as ARM, CIC, CPCU, CPRIA preferred or pursued. Strong communication skills (written, oral, interpersonal). Knowledge of Sagitta/WorkSmart is a plus. Ability to work efficiently in a fast-paced environment with minimal supervision. Effective prioritization and workflow management skills. Team-oriented with continuous learning about industry trends and products. USI offers a comprehensive benefits package including health, wellness, dental, vision, 401(k), flexible spending accounts, disability, life insurance, paid time off, family leave, and holidays. Additional Information
Seniority level: Mid-Senior level Employment type: Full-time Job function: Consulting, IT, Sales Industry: Insurance
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2 weeks ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from USI Insurance Services Sr. Talent Acquisition Partner at USI Insurance Services
Requirements Description and Requirements General Description:
Responsible for independently and proactively managing assigned Premier clients in Tiers 2 and 3 (HNW & Affluent). Activities include renewal marketing, handling client questions and requests, and conducting annual client reviews with thorough risk assessments of current and future exposures. Must perform essential functions, meet service standards, and adhere to Best Practices developed by USI. Responsibilities Maintain at least 95% retention of client accounts through proactive engagement, including contacting clients who have moved business by Broker of Record letter to understand reasons for loss. Provide technical expertise on insurance coverage and products, stay updated on industry changes, and offer consultative advice to clients. Manage renewal expirations to prevent coverage lapses. Make insurance program recommendations. Respond promptly and professionally to underwriters inquiries. Prepare proposals and insurance summaries as needed. Ensure high accuracy in agency and document management systems. Guide clients in submitting first reports of claims and facilitate prompt carrier responses. Identify exposures to loss and recommend appropriate coverage. Knowledge, Skills And Abilities At least 8 years of experience in Personal Lines Property & Casualty Insurance, with comprehensive knowledge of coverages, underwriting, and rating. High School diploma required; college degree preferred. Must hold a state Property & Casualty insurance license. Industry designations such as ARM, CIC, CPCU, CPRIA preferred or pursued. Strong communication skills (written, oral, interpersonal). Knowledge of Sagitta/WorkSmart is a plus. Ability to work efficiently in a fast-paced environment with minimal supervision. Effective prioritization and workflow management skills. Team-oriented with continuous learning about industry trends and products. USI offers a comprehensive benefits package including health, wellness, dental, vision, 401(k), flexible spending accounts, disability, life insurance, paid time off, family leave, and holidays. Additional Information
Seniority level: Mid-Senior level Employment type: Full-time Job function: Consulting, IT, Sales Industry: Insurance
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