Premier Senior Client Advisor

Requirements

Responsible for independently and proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but not limited to renewal marketing, handling client questions and requests, completing an annual client review with thorough risk assessment of current and future exposures.

Responsibilities

• Maintain a minimum of 95% retention of Client Accounts by proactive client engagement to retain accounts; including contacting clients that have moved business by Broker of Record letter to determine why business was lost by USI.
• Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients.
• Consultative approach providing expertise in identifying exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
• Maintain renewal expirations, avoid any lapse in coverage.
• Make insurance program recommendations.
• Respond to underwriters’ questions in a timely and professional manner.
• Prepare proposals and summaries of insurance, as needed.
• Maintain a high degree of accuracy in agency management and document management systems.
• Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
• Identify exposure to loss and recommend appropriate coverage.

  Qualifications

  • 8 years’ experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.
  • High School Graduate. College degree preferred, but not required.
  • Must hold state Property & Casualty insurance license.
  • Hold an industry designation such as ARM, CIC, CPCU, CPRIA or expected to further industry knowledge through courses with intent to pursue an industry designation.
  • Strong written, oral and interpersonal communication skills.
  • Knowledge of Sagitta/WorkSmart preferred, but not required.
  • Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy.
  • Set priorities and manage work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Ability to work in a team environment.
  • Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

    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.
    • Generous paid time off policy, paid family leave benefit as well as 12 paid holidays.
    • This is a Paid Time Off/Paid Sick Leave eligible position.
    • This is a bonus eligible position with a target incentive of 5%.