USI Insurance Services
Premier Account Executive
USI Insurance Services
Overview The Premier Account Executive is responsible for providing comprehensive risk management and insurance consultation for high‑net‑worth individuals and family offices. The role partners with Private Risk Advisors, onboards new clients, conducts portfolio reviews, evaluates assets and exposures, recommends coverage, and negotiates premiums. All work follows USI’s service standards and Best Practices.
Responsibilities
Maintain a minimum of 95% retention of Client Accounts through proactive engagement, including contacting clients who have moved business to determine why the business was lost.
Provide technical expertise on insurance coverage and products, stay abreast of industry updates, and serve new and existing clients via cross‑selling opportunities and account development.
Conduct annual or semi‑annual client meetings with clients and their advisors as requested.
Manage the USI New Business Process: establish communication plans, review policies for accuracy, deliver welcome packets, and correct any issues with both client and carrier.
Lead the client pre‑renewal process: review current coverage, claims history, loss analysis, and recommend risk mitigation strategies. Prepare and present renewal proposals and manage the renewal process with client advisors.
Collaborate with other Premier Client Advisors to provide technical assistance and market knowledge.
Execute policy renewals, issue proof of insurance, deliver or cancel policies, and maintain renewal calendars to avoid coverage lapses.
Respond promptly and professionally to underwriters’ questions.
Maintain high accuracy in agency management and document management systems.
Guide clients in submitting first reports of claims and facilitate prompt carrier responses.
Identify loss exposures and recommend appropriate coverage or mitigation strategies.
Qualifications
8–10 years of experience in Personal Lines Property & Casualty Insurance with a comprehensive understanding of all coverage, underwriting, and rating concepts.
High school graduate; college degree preferred but not required.
Must hold a state Property & Casualty insurance license.
Industry designation (ARM, CIC, CPCU, CPRIA) preferred; otherwise, a demonstrated intent to pursue a designation.
Strong written, oral, and interpersonal communication skills.
Ability to handle complex tasks with many variables.
Comfortable with internet‑based programs and intermediate Microsoft Office skills; knowledge of Sagitta/WorkSmart preferred.
Able to work in a fast‑paced environment with minimal instruction and high accuracy.
Proficiency in setting priorities and managing workflow for efficient, timely, and accurate processing of transactions.
Maintains cordial and effective relationships with clients, co‑workers, carriers, vendors, and other contacts; works well in a team environment.
Keeps informed about industry information, new products, legislation, coverages, and technology to improve knowledge and performance.
Effectively utilizes good communication skills to collaborate and provide guidance toward business goals.
Why USI? With more than $2.7 billion in revenue and over 10,000 associates nationwide, USI is one of the largest insurance brokerage and consulting firms globally. We invest heavily in personal and professional development, offer competitive pay, incentives, and a comprehensive benefits package that includes medical, dental, vision, 401(k), wellness, and paid time off.
Unrivaled Resources and Support USI’s ONE Advantage® delivers a robust set of risk management and benefit solutions with bottom‑line financial impact, combining Omni, Network, and Enterprise to provide strategic, timely, and effective risk programs.
Industry‑Leading Programs, Rewards, and Recognition
Recognized as a Top Insurance Employer by Insurance Business America (2018‑2024).
Named to Business Insurance’s Best Places to Work (2020‑2024).
Listed on Fortune’s 2024 Best Workplaces in Financial Services & Insurance.
Honored by Glassdoor as a Best‑Led Company in 2024.
Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024.
Benefits USI offers a full suite of competitive benefits: medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, disability, life insurance, and unique employer‑sponsored programs. Generous paid time off, paid family leave, and paid holiday time are also provided.
SENIORITY LEVEL
Mid‑Senior level
EMPLOYMENT TYPE
Full‑time
JOB FUNCTION
Sales and Business Development
Insurance
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Overview The Premier Account Executive is responsible for providing comprehensive risk management and insurance consultation for high‑net‑worth individuals and family offices. The role partners with Private Risk Advisors, onboards new clients, conducts portfolio reviews, evaluates assets and exposures, recommends coverage, and negotiates premiums. All work follows USI’s service standards and Best Practices.
Responsibilities
Maintain a minimum of 95% retention of Client Accounts through proactive engagement, including contacting clients who have moved business to determine why the business was lost.
Provide technical expertise on insurance coverage and products, stay abreast of industry updates, and serve new and existing clients via cross‑selling opportunities and account development.
Conduct annual or semi‑annual client meetings with clients and their advisors as requested.
Manage the USI New Business Process: establish communication plans, review policies for accuracy, deliver welcome packets, and correct any issues with both client and carrier.
Lead the client pre‑renewal process: review current coverage, claims history, loss analysis, and recommend risk mitigation strategies. Prepare and present renewal proposals and manage the renewal process with client advisors.
Collaborate with other Premier Client Advisors to provide technical assistance and market knowledge.
Execute policy renewals, issue proof of insurance, deliver or cancel policies, and maintain renewal calendars to avoid coverage lapses.
Respond promptly and professionally to underwriters’ questions.
Maintain high accuracy in agency management and document management systems.
Guide clients in submitting first reports of claims and facilitate prompt carrier responses.
Identify loss exposures and recommend appropriate coverage or mitigation strategies.
Qualifications
8–10 years of experience in Personal Lines Property & Casualty Insurance with a comprehensive understanding of all coverage, underwriting, and rating concepts.
High school graduate; college degree preferred but not required.
Must hold a state Property & Casualty insurance license.
Industry designation (ARM, CIC, CPCU, CPRIA) preferred; otherwise, a demonstrated intent to pursue a designation.
Strong written, oral, and interpersonal communication skills.
Ability to handle complex tasks with many variables.
Comfortable with internet‑based programs and intermediate Microsoft Office skills; knowledge of Sagitta/WorkSmart preferred.
Able to work in a fast‑paced environment with minimal instruction and high accuracy.
Proficiency in setting priorities and managing workflow for efficient, timely, and accurate processing of transactions.
Maintains cordial and effective relationships with clients, co‑workers, carriers, vendors, and other contacts; works well in a team environment.
Keeps informed about industry information, new products, legislation, coverages, and technology to improve knowledge and performance.
Effectively utilizes good communication skills to collaborate and provide guidance toward business goals.
Why USI? With more than $2.7 billion in revenue and over 10,000 associates nationwide, USI is one of the largest insurance brokerage and consulting firms globally. We invest heavily in personal and professional development, offer competitive pay, incentives, and a comprehensive benefits package that includes medical, dental, vision, 401(k), wellness, and paid time off.
Unrivaled Resources and Support USI’s ONE Advantage® delivers a robust set of risk management and benefit solutions with bottom‑line financial impact, combining Omni, Network, and Enterprise to provide strategic, timely, and effective risk programs.
Industry‑Leading Programs, Rewards, and Recognition
Recognized as a Top Insurance Employer by Insurance Business America (2018‑2024).
Named to Business Insurance’s Best Places to Work (2020‑2024).
Listed on Fortune’s 2024 Best Workplaces in Financial Services & Insurance.
Honored by Glassdoor as a Best‑Led Company in 2024.
Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024.
Benefits USI offers a full suite of competitive benefits: medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, disability, life insurance, and unique employer‑sponsored programs. Generous paid time off, paid family leave, and paid holiday time are also provided.
SENIORITY LEVEL
Mid‑Senior level
EMPLOYMENT TYPE
Full‑time
JOB FUNCTION
Sales and Business Development
Insurance
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