Account Executive, Select Commercial Lines
Requirements
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.
Determine most-appropriate carriers for market pricing.
Analyze and compare carrier quotes and coverage offerings.
Make insurance program recommendations to clients.
Negotiate on client’s behalf with insurance carriers.
Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments.
Request policy cancellations in accordance with company standards.
Responsibilities
Proactively manage and retain 92% or above retention on assigned book of business.
Support USI sales process by participating in new business sales opportunities.
Attend sales and marketing weekly meetings.
Qualifications
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.
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.
Skills
Knowledge of internet-based programs and Microsoft Office products.
Ability to negotiate on behalf of clients with insurance carriers.
Understanding of industry trends and technology.
Benefits
Competitive salary range of $100,000 - $120,000.
401(k) plan.
Flexible spending and health savings accounts.
Short and long-term disability insurance.
Life insurance.
Unique employer-sponsored and voluntary programs.
Paid time off policy.
Paid family leave benefits.
Paid holiday time.
Schedule
Full-time position.