USI Insurance Services
Commercial Lines Account Executive
USI Insurance Services, Sacramento, California, United States, 95828
Commercial Lines Account Executive
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USI Insurance Services
Overview Manage 20 to 30 large and complex Commercial Lines insurance accounts as the day‑to‑day client contact. Activities include new and renewal marketing, fielding questions and requests, and coverage review. Assist the Sales Executive team and provide guidance to Account Representatives and/or Account Managers.
Responsibilities
Provide proactive, personalized support to assigned high‑touch, complex Commercial Lines clients.
Act as the insurance technical expert for clients and members of the Account Management and Sales Executive team.
Market and place client Commercial Lines insurance renewals, preparing client applications for review.
Determine the most‑appropriate carriers for market pricing, analyze and compare carrier quotes and coverage offerings, and make insurance program recommendations to clients.
Manage client renewal expirations and avoid any lapse in coverage.
Complexly negotiate with carriers on behalf of clients.
Process policies, endorsements and audits as needed.
Champion client cross‑selling initiatives and develop customer accounts.
Represent client interests in internal USI account strategy meetings.
Delegate administrative client tasks to assigned Account Representatives.
Respond to underwriters’ questions in a timely and professional manner.
Maintain a high degree of accuracy in agency management systems.
Attend client meetings frequently, both face‑to‑face and via Sales Executives.
Interact regularly with underwriters, meeting face‑to‑face whenever possible.
Qualifications
10+ years of experience in a Commercial Lines agency; college degree preferred.
Expert understanding of Property & Casualty insurance and must hold a relevant license.
Industry designation such as ARM, CIC, CPCU strongly preferred.
Comfortable with internet‑based programs and Microsoft Office products.
Strong communication and negotiation skills; able to work in a fast‑paced team environment with minimal instruction.
Keep informed about industry information, technology and trends.
Why USI? USI is one of the largest insurance brokerage firms worldwide, investing heavily in associates and celebrating their growth through employee reward and recognition programs. The USI ONE Advantage® delivers robust risk management and benefit solutions with bottom‑line financial impact.
Pay & Benefits $100,000 – $130,000 Competitive pay, incentives, health, dental, vision, 401(k) and generous paid time off.
Seniority Level Mid‑Senior level – Full‑time – Sales and Business Development – Insurance
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–
USI Insurance Services
Overview Manage 20 to 30 large and complex Commercial Lines insurance accounts as the day‑to‑day client contact. Activities include new and renewal marketing, fielding questions and requests, and coverage review. Assist the Sales Executive team and provide guidance to Account Representatives and/or Account Managers.
Responsibilities
Provide proactive, personalized support to assigned high‑touch, complex Commercial Lines clients.
Act as the insurance technical expert for clients and members of the Account Management and Sales Executive team.
Market and place client Commercial Lines insurance renewals, preparing client applications for review.
Determine the most‑appropriate carriers for market pricing, analyze and compare carrier quotes and coverage offerings, and make insurance program recommendations to clients.
Manage client renewal expirations and avoid any lapse in coverage.
Complexly negotiate with carriers on behalf of clients.
Process policies, endorsements and audits as needed.
Champion client cross‑selling initiatives and develop customer accounts.
Represent client interests in internal USI account strategy meetings.
Delegate administrative client tasks to assigned Account Representatives.
Respond to underwriters’ questions in a timely and professional manner.
Maintain a high degree of accuracy in agency management systems.
Attend client meetings frequently, both face‑to‑face and via Sales Executives.
Interact regularly with underwriters, meeting face‑to‑face whenever possible.
Qualifications
10+ years of experience in a Commercial Lines agency; college degree preferred.
Expert understanding of Property & Casualty insurance and must hold a relevant license.
Industry designation such as ARM, CIC, CPCU strongly preferred.
Comfortable with internet‑based programs and Microsoft Office products.
Strong communication and negotiation skills; able to work in a fast‑paced team environment with minimal instruction.
Keep informed about industry information, technology and trends.
Why USI? USI is one of the largest insurance brokerage firms worldwide, investing heavily in associates and celebrating their growth through employee reward and recognition programs. The USI ONE Advantage® delivers robust risk management and benefit solutions with bottom‑line financial impact.
Pay & Benefits $100,000 – $130,000 Competitive pay, incentives, health, dental, vision, 401(k) and generous paid time off.
Seniority Level Mid‑Senior level – Full‑time – Sales and Business Development – Insurance
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