USI Insurance Services
Overview
Commercial Lines Account Executive, Select – Description and Requirements. 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. Why USI?
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest in our associates and celebrate growth and success through employee reward and recognition programs. Unrivaled Resources and Support USI ONE Advantage delivers risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart. 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 to competitive pay, incentives, and benefits, USI recognizes associates through awards and wellness programs, scholarships for associates’ children, and financial assistance in times of need. Deep Community Engagement We are committed to giving back to local communities and supporting environmental sustainability. We collaborate with non-profit organizations and eco-conscious vendors to reduce our environmental footprint. Committed to a Diverse, Equitable, and Inclusive Workplace Our I’m With U program educates associates to better serve clients, prospects, colleagues, and communities through education, training, and outreach initiatives to build a more diverse, equitable, and inclusive culture. Nationally Recognized as a Top Insurance Employer Insurance Business America’s Top Insurance Employers (2018-2024). Best Places to Work in Insurance (2020-2024). Fortune’s Best Workplaces in Financial Services & Insurance (2024). Glassdoor Best-Led Company in the U.S. (2024). Newsweek America’s Greatest Workplaces for Diversity (2024). USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs, including medical, wellness, dental and vision, 401(k), flexible spending accounts, health savings accounts, disability, life insurance, paid time off, paid family leave, and holidays. Seniority level
Mid-Senior level Employment type
Full-time Job function
Sales and Business Development Industries: Insurance Referrals increase your chances of interviewing at USI Insurance Services by 2x Sign in to set job alerts for “Commercial Account Executive” roles. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Commercial Lines Account Executive, Select – Description and Requirements. 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. Why USI?
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest in our associates and celebrate growth and success through employee reward and recognition programs. Unrivaled Resources and Support USI ONE Advantage delivers risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart. 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 to competitive pay, incentives, and benefits, USI recognizes associates through awards and wellness programs, scholarships for associates’ children, and financial assistance in times of need. Deep Community Engagement We are committed to giving back to local communities and supporting environmental sustainability. We collaborate with non-profit organizations and eco-conscious vendors to reduce our environmental footprint. Committed to a Diverse, Equitable, and Inclusive Workplace Our I’m With U program educates associates to better serve clients, prospects, colleagues, and communities through education, training, and outreach initiatives to build a more diverse, equitable, and inclusive culture. Nationally Recognized as a Top Insurance Employer Insurance Business America’s Top Insurance Employers (2018-2024). Best Places to Work in Insurance (2020-2024). Fortune’s Best Workplaces in Financial Services & Insurance (2024). Glassdoor Best-Led Company in the U.S. (2024). Newsweek America’s Greatest Workplaces for Diversity (2024). USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs, including medical, wellness, dental and vision, 401(k), flexible spending accounts, health savings accounts, disability, life insurance, paid time off, paid family leave, and holidays. Seniority level
Mid-Senior level Employment type
Full-time Job function
Sales and Business Development Industries: Insurance Referrals increase your chances of interviewing at USI Insurance Services by 2x Sign in to set job alerts for “Commercial Account Executive” roles. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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