Manage or direct client accounts/relationships to ensure retention and growth of book of business.Provide technical support to Sales Executives, specifically in analyzing client needs, coverage forms and quotations.Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.Expertise in understanding USI ONE Advantage; Stewardship process; and deliverables identified via the USI Omni engine. Contribute information and ideas during strategy meetings. Manage or directs account marketing, generally utilizing established markets but may be responsible for market development. Research market trends, develops strategies and negotiates favorable arrangement and relationships.Manages or directs the development of submissions as well as proposals.Market, place and review of new and renewal insurance programs, including proposal preparation and presentation.Respond to client requests for information, documents, and general insurance inquiries. Handle all aspects of Commercial Lines Property & Casualty Insurance.Frequent, outside service visits, to the client, are required.Respond to underwriters questions in a timely and professional manner.Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices. Maintain a high degree of accuracy in agency management and document management systems.Initiate, analyze and prepare exposures and deficiencies.Identify exposure to loss and recommend appropriate coverage’s in coordination with Sales Executives.Generate Client Service Plan and coordinate with team to meet assigned deadlines.Lead team on preparation and presentation of Stewardship report.Follow Stewardship Account protocol and engage USI resources when required
Knowledge, Skills and Abilities:
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.Must be comfortable with internet-based programs as well as intermediate knowledge of Microsoft office products. Knowledge of Sagitta/ImageRight preferred but not required.Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. 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.#LI-CS4
#Hybrid
Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of 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. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Actual salary is dependent on skill set and experience, and an opportunity to participate in a Standard Incentive Plan is also offered. USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of 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. USI also offers a generous paid time off policy, paid family leave benefits as well as paid holiday time.
$135,000-$150,000
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