USI Insurance Services
Select Commercial Lines Account Executive
USI Insurance Services, Coral Gables, Florida, United States
Overview
Consultative account management partner for Commercial Lines (Select) client accounts with $10,000 to $20,000 in revenue. Activities include marketing, analyzing coverage options, presenting recommendations, and implementing insurance programs while maintaining 92% or higher retention on the assigned book of business. Supports USI sales process by participating in new business 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 by accompanying Producers and Practice Leaders to meet prospective clients. Manage client account in accordance with USI guidelines and key performance indicators. Manage renewal workflow for the assigned book of business, avoiding any lapse in coverage. Market and place client insurance renewals. Determine the most appropriate carriers for market pricing. Analyze and compare carrier quotes and coverage offerings. Recommend insurance programs to clients. Develop strong relationships with insurance carriers to negotiate on the client’s behalf. Follow the company’s credit and collection policy when 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. Must hold a Property & Casualty insurance license. Strong understanding of Property & Casualty insurance. 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 approximately $3 billion in revenue and over 10,500 associates across roughly 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. USI invests heavily in associate development and celebrates growth through unique reward and recognition programs. Unrivaled Resources and Support
USI ONE Advantage® delivers a robust set of risk management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in clear, easy‑to‑understand terms. Industry‑Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in brand building. USI offers employee programs that recognize outstanding achievement and help associates lead healthy, productive lives. We support well‑being with award‑winning wellness programs, college scholarships for children, and financial help during times of need. Deep Community Engagement
USI commits to giving back locally and supporting environmental sustainability. We partner with eco‑conscious vendors and work to reduce our own footprint, building a better future together as one. Committed to a Diverse and Inclusive Workplace
USI’S i’m With U diversity and inclusion program educates associates to better understand and serve clients, prospects, and communities. The program builds a more diverse, equitable, and inclusive culture through curated education, employee support, and community outreach. Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018–2025). Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020–2025). Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024–2025). Certified as a Great Place To Work two years in a row (2024–2025). Benefits
USI offers a full suite of competitive benefits including medical, dental, vision, 401(k), flexible spending, health savings accounts, short- and long-term disability, life insurance, and more. USI also provides generous paid time off, paid family leave, and paid holiday time.
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Consultative account management partner for Commercial Lines (Select) client accounts with $10,000 to $20,000 in revenue. Activities include marketing, analyzing coverage options, presenting recommendations, and implementing insurance programs while maintaining 92% or higher retention on the assigned book of business. Supports USI sales process by participating in new business 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 by accompanying Producers and Practice Leaders to meet prospective clients. Manage client account in accordance with USI guidelines and key performance indicators. Manage renewal workflow for the assigned book of business, avoiding any lapse in coverage. Market and place client insurance renewals. Determine the most appropriate carriers for market pricing. Analyze and compare carrier quotes and coverage offerings. Recommend insurance programs to clients. Develop strong relationships with insurance carriers to negotiate on the client’s behalf. Follow the company’s credit and collection policy when 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. Must hold a Property & Casualty insurance license. Strong understanding of Property & Casualty insurance. 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 approximately $3 billion in revenue and over 10,500 associates across roughly 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. USI invests heavily in associate development and celebrates growth through unique reward and recognition programs. Unrivaled Resources and Support
USI ONE Advantage® delivers a robust set of risk management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in clear, easy‑to‑understand terms. Industry‑Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in brand building. USI offers employee programs that recognize outstanding achievement and help associates lead healthy, productive lives. We support well‑being with award‑winning wellness programs, college scholarships for children, and financial help during times of need. Deep Community Engagement
USI commits to giving back locally and supporting environmental sustainability. We partner with eco‑conscious vendors and work to reduce our own footprint, building a better future together as one. Committed to a Diverse and Inclusive Workplace
USI’S i’m With U diversity and inclusion program educates associates to better understand and serve clients, prospects, and communities. The program builds a more diverse, equitable, and inclusive culture through curated education, employee support, and community outreach. Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018–2025). Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020–2025). Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024–2025). Certified as a Great Place To Work two years in a row (2024–2025). Benefits
USI offers a full suite of competitive benefits including medical, dental, vision, 401(k), flexible spending, health savings accounts, short- and long-term disability, life insurance, and more. USI also provides generous paid time off, paid family leave, and paid holiday time.
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