Select Commercial Lines Account Executive

About the role

Consultative account management partner for Commercial Lines (Select) client accounts generating $10,000 to $15,000 in revenue. Activities include marketing, analyzing coverage options, presenting recommendations, and implementing insurance programs. Maintain 92% or above retention on assigned book of business. Support the USI sales process by participating in new business sales 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.
• Accompany Producer and Practice Leaders to meet with prospective clients.
• Manage client accounts in accordance with USI guidelines and key performance indicators.
• Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.
• Responsible for marketing and placement of client insurance renewals.
• Determine most-appropriate carriers for market pricing.
• Analyze and compare carrier quotes and coverage offerings.
• Make insurance program recommendations to clients.
• Develop strong relationships with insurance carriers to negotiate on client’s behalf.
• Adhere to company’s credit and collection policy in 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.

Requirements

• 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.
• 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.

Benefits

• Comprehensive health, welfare, and financial benefits including medical, wellness, dental, and vision.
• 401(k) retirement plan.
• 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, including 12 paid holidays and paid family leave.
• 18 days of paid time off per year, plus paid sick leave.
• Bonus eligible position with a target incentive of 5%.
• Employee programs recognizing outstanding achievement and supporting work-life balance.
• Award-winning wellness program.
• College scholarships for associates' children.
• Financial assistance in times of need.

Pay

Salary Range: $75,000 - $120,000