USI Insurance Services
Overview
Description and Requirements
– General Description: Manage 20 to 40 mid-to-large sized 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 Sales Executives and Account Executives. Responsibilities
Provide proactive, personalized support to assigned Commercial Lines clients. Provide insurance technical expertise to clients and other members of the Account Management team. Responsible for marketing and placement of client Commercial Lines insurance renewals. With assistance from Account Representatives, prepare client applications for review. Determine most-appropriate carriers for market pricing. Analyze and compare carrier quotes and coverage offerings. Make insurance program recommendations to clients. Manage client renewal expirations and avoid any lapse in coverage. 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. Regular in-person attendance at face-to-face client meetings. Knowledge, Skills and Abilities
5+ years experience in a Commercial Lines agency. College degree preferred. Strong understanding of Property & Casualty insurance. Must hold or be willing to earn Property & Casualty insurance license. Industry designation such as ARM, CIC, CPCU preferred. Comfortable with internet-based programs and Microsoft Office products. Knowledge of Sagitta / ImageRight preferred, but not required. Able to work in a fast-paced, team environment with minimal instruction. Keep informed about industry information, technology and trends. 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. USI offers programs that recognize outstanding achievement and support associates’ growth through rewards and wellness initiatives. USI ONE Advantage delivers risk management and benefit solutions with bottom-line impact. USI also emphasizes community engagement and a Diverse, Equitable, and Inclusive workplace through its I’m With U program. National recognition
Insurance Business America’s Top Insurance Employers (7th consecutive year, 2018-2024). Business Insurance’s 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). Visit our Awards and Accolades page for more. USI provides a full range of benefits including medical, dental, vision, 401(k), FSA/HSA, disability, life insurance, PTO, family leave, and holiday time. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries: Insurance Note: This description reflects the responsibilities and requirements of the role as provided and does not include non-essential boilerplate or site-specific notices.
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Description and Requirements
– General Description: Manage 20 to 40 mid-to-large sized 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 Sales Executives and Account Executives. Responsibilities
Provide proactive, personalized support to assigned Commercial Lines clients. Provide insurance technical expertise to clients and other members of the Account Management team. Responsible for marketing and placement of client Commercial Lines insurance renewals. With assistance from Account Representatives, prepare client applications for review. Determine most-appropriate carriers for market pricing. Analyze and compare carrier quotes and coverage offerings. Make insurance program recommendations to clients. Manage client renewal expirations and avoid any lapse in coverage. 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. Regular in-person attendance at face-to-face client meetings. Knowledge, Skills and Abilities
5+ years experience in a Commercial Lines agency. College degree preferred. Strong understanding of Property & Casualty insurance. Must hold or be willing to earn Property & Casualty insurance license. Industry designation such as ARM, CIC, CPCU preferred. Comfortable with internet-based programs and Microsoft Office products. Knowledge of Sagitta / ImageRight preferred, but not required. Able to work in a fast-paced, team environment with minimal instruction. Keep informed about industry information, technology and trends. 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. USI offers programs that recognize outstanding achievement and support associates’ growth through rewards and wellness initiatives. USI ONE Advantage delivers risk management and benefit solutions with bottom-line impact. USI also emphasizes community engagement and a Diverse, Equitable, and Inclusive workplace through its I’m With U program. National recognition
Insurance Business America’s Top Insurance Employers (7th consecutive year, 2018-2024). Business Insurance’s 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). Visit our Awards and Accolades page for more. USI provides a full range of benefits including medical, dental, vision, 401(k), FSA/HSA, disability, life insurance, PTO, family leave, and holiday time. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Industries: Insurance Note: This description reflects the responsibilities and requirements of the role as provided and does not include non-essential boilerplate or site-specific notices.
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