Select Commercial Lines Account Executive

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 engage with and support assigned Select Commercial Lines clients.
Present insurance program recommendations based on USI’s proprietary solution set.
Offer advanced technical expertise to clients and prospects.
Participate in and support new business sales opportunities.
Attend and accompany Producer and Practice Leaders to meet with prospective clients.
Manage client account according to USI guidelines and key performance indicators.
Oversee renewal workflow for assigned book of business, ensuring no lapses in coverage.
Research and analyze market pricing for most appropriate carriers.
Select and recommend coverage options to clients.
Negotiate on behalf of clients with insurance carriers.
Ensure compliance with company’s credit and collection policies in invoicing and payment collection.
Request policy cancellations as per company standards.

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.
• 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.

Skills

• Knowledge of Property & Casualty insurance.
• Ability to negotiate with insurance carriers.
• Strong analytical and problem-solving skills.
• Excellent customer service and relationship-building skills.
• Proficiency in internet-based programs and Microsoft Office products.

Benefits

• Health, wellness, dental, and vision insurance.
• 401(k) plan with matching contributions.
• Flexible spending and health savings accounts.
• Short and long-term disability insurance.
• Life insurance.
• Unique employer-sponsored and voluntary programs.
• Generous paid time off policy.
• Paid family leave benefit.
• Paid holiday time.
• Comprehensive benefits package.

Pay

$85k-$95k

Schedule

Full-time position