Commercial Lines Sr Account Executive

Requirements

Manage 10 to 20 large and complex Commercial Lines insurance accounts as the day-to-day client contact. May occasionally work in concert with an Account Manager on the largest and most complex accounts.

• Activities include new and renewal marketing, fielding questions and requests and coverage review.
• Aid Sales Executives team and provide guidance to Account Representatives and/or Account Managers.

Responsibilities

Provide proactive, personalized support to assigned high-touch, most-complex Commercial Lines clients. Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.

• 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.
• Complex negotiation 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.
• Provide account oversight and guidance when acting as a third-layer of account management on largest, most complex accounts.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management systems.
• Frequent in-person attendance at face-to-face client meetings, with and without Sales Executives.
• Regular carrier interaction and frequent face-to-face meetings with underwriters.

Knowledge, Skills And Abilities

• 15+ years experience in a Commercial Lines agency.
• College degree preferred.
• Expert understanding of Property & Casualty insurance.
• Must hold a Property & Casualty insurance license.
• Industry designation such as ARM, CIC, CPCU strongly preferred.
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Sagitta / ImageRight preferred, but not required.
• 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.

Pay

N/A

Schedule

N/A

Benefits

• Comprehensive health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.
• A generous paid time off policy, paid family leave benefit as well as paid holiday time.

About the role

USI is one of the largest insurance brokerage and consulting firms in the world, with approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide. USI is committed to providing a full-suite of competitive benefits for its growing population and diverse needs.