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 manage and retain high-value Select Commercial Lines client accounts with a focus on maintaining 92% or above retention rates.
Support USI’s sales process by participating in new business sales opportunities.
Attend weekly sales and marketing 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.
  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 on behalf of clients.
• Understanding of industry trends and technology.
• Technical expertise in insurance programs.
• Strong relationship-building skills.
• Ability to manage client accounts and renewals.
• Proficiency in internet-based programs and Microsoft Office.

Benefits

• Competitive salary range of $85k-$95k.
• Comprehensive health, welfare, and financial benefits.
• 401(k) plan.
• 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.

Pay

$85k-$95k

Schedule

Full-time position