USI Holdings Corporation
Producer Account Executive - LPL
USI Holdings Corporation, Newtown Square, Pennsylvania, United States, 19073
Description and Requirements
The Role:
As a Producer Account Executive, you will be responsible for retaining a significant book of business and ensuring that all service needs are met. You will play a key role in both new and renewal marketing, providing outstanding customer service and leadership to your accounts.
What You'll Do: Serve as the primary relationship manager for a complex book of business generating $1M+ in revenue, ensuring high retention rates. Provide technical expertise in evaluating client needs, coverage forms, and quotations. Develop and implement strategic plans tailored to each client's goals. Establish expectations for the service model and deliver on those commitments. Build and maintain strong relationships with C-suite executives. Oversee or manage account marketing efforts, leveraging established markets and potentially developing new ones. Research market trends, develop strategies, and negotiate favorable arrangements and relationships. Direct the development of submissions and proposals. Market, place, and review new and renewal insurance programs, including proposal preparation and presentation. Respond promptly to client requests for information, documents, and general insurance inquiries. Address underwriter questions in a timely and professional manner. Maintain a high degree of accuracy in agency management and document management systems. Develop Client Service Plans and coordinate with internal teams to meet deadlines. Negotiate final terms and conditions with carriers as needed. Identify client risks and exposures, summarize findings, and recommend strategic solutions aligned with organizational culture and mission. Educate, advise, and serve as a technical expert for clients on all lines of business insurance topics. Conduct on-site client meetings and maintain a strong presence through regular visits. Stay current on new product knowledge, legislation, coverages, and technology. What We're Looking For:
5-10 years of insurance brokerage experience. High school diploma or equivalent required; college degree preferred. Deep understanding of insurance line of business coverages, underwriting, and rating concepts. Must hold or be willing to obtain Property & Casualty and/or appropriate business licensure. Exceptional communication, presentation, and negotiation skills. Comfortable with internet-based programs and Microsoft Office products. Excellent organizational and follow-up skills. Ability to work in a fast-paced, team environment with minimal instruction. Demonstrated ability to engage with senior-level management and possess an executive presence.
#LI-CG3
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.
The Role:
As a Producer Account Executive, you will be responsible for retaining a significant book of business and ensuring that all service needs are met. You will play a key role in both new and renewal marketing, providing outstanding customer service and leadership to your accounts.
What You'll Do: Serve as the primary relationship manager for a complex book of business generating $1M+ in revenue, ensuring high retention rates. Provide technical expertise in evaluating client needs, coverage forms, and quotations. Develop and implement strategic plans tailored to each client's goals. Establish expectations for the service model and deliver on those commitments. Build and maintain strong relationships with C-suite executives. Oversee or manage account marketing efforts, leveraging established markets and potentially developing new ones. Research market trends, develop strategies, and negotiate favorable arrangements and relationships. Direct the development of submissions and proposals. Market, place, and review new and renewal insurance programs, including proposal preparation and presentation. Respond promptly to client requests for information, documents, and general insurance inquiries. Address underwriter questions in a timely and professional manner. Maintain a high degree of accuracy in agency management and document management systems. Develop Client Service Plans and coordinate with internal teams to meet deadlines. Negotiate final terms and conditions with carriers as needed. Identify client risks and exposures, summarize findings, and recommend strategic solutions aligned with organizational culture and mission. Educate, advise, and serve as a technical expert for clients on all lines of business insurance topics. Conduct on-site client meetings and maintain a strong presence through regular visits. Stay current on new product knowledge, legislation, coverages, and technology. What We're Looking For:
5-10 years of insurance brokerage experience. High school diploma or equivalent required; college degree preferred. Deep understanding of insurance line of business coverages, underwriting, and rating concepts. Must hold or be willing to obtain Property & Casualty and/or appropriate business licensure. Exceptional communication, presentation, and negotiation skills. Comfortable with internet-based programs and Microsoft Office products. Excellent organizational and follow-up skills. Ability to work in a fast-paced, team environment with minimal instruction. Demonstrated ability to engage with senior-level management and possess an executive presence.
#LI-CG3
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.