Select Commercial Lines Account Executive
USI Insurance Services · Latham, NY · Yesterday
HybridBusiness Development$85k–$95k/yrFull-time
Requirements
Consultative account management partner for Commercial Lines (Select) client accounts of $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 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 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.
- Mentor more junior members of the Select Commercial Lines team.
- 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.
Benefits
- $85k-$95k salary range.
- Comprehensive health, wellness, dental, and vision plans.
- 401(k) plan with matching contributions.
- Flexible spending and health savings accounts.
- Short and long-term disability insurance.
- Life insurance.
- Generous paid time off policy.
- Paid family leave benefit.
- Paid holiday time.
- Unrivaled resources and support through USI ONE Advantage.
- Employee reward and recognition programs.
- Community engagement initiatives.
- Diversity and inclusion programs.
- Nationally recognized as a top insurance employer.
Pay
- $85k-$95k
Schedule
- Full-time