Commercial Lines Account Executive, Select
USI Insurance Services, Goerkes Corner, Wisconsin, United States
Overview
General Description : 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 accounts in accordance with USI guidelines and key performance indicators. Manage renewal workflow for assigned book of business, avoiding any lapses in coverage. Responsible for marketing and placement of client insurance renewals. Determine most appropriate carriers for market pricing. Analyze and compare carrier quotes and coverage offerings. Make insurance program recommendations to clients. Develop strong relationships with insurance carriers to negotiate on client’s behalf. Adherent to company’s credit and collection policy in invoicing and pursuing prompt payments. Request policy cancellations in accordance with company standards. Keep current on industry information, technology, and trends. 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. Strong understanding of Property & Casualty insurance. Must hold a Property & Casualty insurance license. Knowledge of Sagitta/ImageRight preferred. Industry designations such as ARM, CIC, CPCU preferred. Comfortable with internet-based programs and Microsoft Office products. Able to conduct 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. Nationally Recognized as a Top Insurance Employer Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025). Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025). Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). Certified as a Great Place To Work two years in a row (2024-2025). 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.
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General Description : 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 accounts in accordance with USI guidelines and key performance indicators. Manage renewal workflow for assigned book of business, avoiding any lapses in coverage. Responsible for marketing and placement of client insurance renewals. Determine most appropriate carriers for market pricing. Analyze and compare carrier quotes and coverage offerings. Make insurance program recommendations to clients. Develop strong relationships with insurance carriers to negotiate on client’s behalf. Adherent to company’s credit and collection policy in invoicing and pursuing prompt payments. Request policy cancellations in accordance with company standards. Keep current on industry information, technology, and trends. 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. Strong understanding of Property & Casualty insurance. Must hold a Property & Casualty insurance license. Knowledge of Sagitta/ImageRight preferred. Industry designations such as ARM, CIC, CPCU preferred. Comfortable with internet-based programs and Microsoft Office products. Able to conduct 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. Nationally Recognized as a Top Insurance Employer Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025). Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025). Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). Certified as a Great Place To Work two years in a row (2024-2025). 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.
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