CL Producer AE - Service

Responsibilities

Provides technical expertise in analyzing client needs, coverage forms and quotations. Establishes Strategic Plan for clients. Establishes general expectations for service model. Responsible for C‑Suite relationships. Manages 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. 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 line of business. 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. Generate Client Service Plan and coordinate with team to meet assigned deadlines. Negotiate final terms and conditions with carrier as needed. Identify problems, exposures, summarize and develop strategic solutions with the client by incorporating the company's culture, mission and future staffing needs into our recommended strategic solutions. Educate, advise and be a technical expert for clients on all line of business insurance topics. Frequent, outside service visits, to the client, are required.
Knowledge, Skills and Abilities

5-10 years' experience in Insurance line of business along with comprehensive understanding of insurance line of business coverages, underwriting and rating concepts. High School Graduate. 4-year College degree preferred but not required. Must hold state Property & Casualty insurance license. Hold an industry designation as appropriate for line of business. Strong written, oral and interpersonal communication skills. Strong ability to problem solves, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast-paced environment. Keep informed and further industry education, new product knowledge, legislation, coverages and technology to continuously improve knowledge and performance with the ability to articulate and educate those around them. Strong presentation skills. Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy. 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. Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self‑motivated, creative and innovative. Project a professional image of leadership in action and appearance.
Benefits

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 family leave benefit as well as paid holiday time.

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