Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives team and provide guidance to Account Representatives and/or Account Managers.Responsibilities:Provide proactive, personalized support to assigned high-touch, most-complex Commercial Lines clients.Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.Responsible for marketing and placement of client Commercial Lines insurance renewals.With assistance from Account Representatives, prepare client applications for review.Determine most-appropriate carriers for market pricing.Analyze and compare carrier quotes and coverage offerings.Make insurance program recommendations to clients.Manage client renewal expirations and avoid any lapse in coverage.Complex negotiation with carriers on behalf of clients.Process policies, endorsements and audits as needed.Champion client cross-selling initiatives and develop customer accounts.Represent client interests in internal USI account strategy meetings.Delegate administrative client tasks to assigned Account Representatives.Provide account oversight and guidance when acting as a third-layer of account management on largest, most complex accounts.Respond to underwriters’ questions in a timely and professional manner.Maintain a high degree of accuracy in agency management systems.Frequent in-person attendance at face-to-face client meetings, with and without Sales Executives.Regular carrier interaction and frequent face-to-face meetings with underwriters.Knowledge, Skills and Abilities:15+ years experience in a Commercial Lines agency. We invite you to learn more about what makes USI an exceptional place to work!Unrivaled Resources and SupportWhat truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. 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 RecognitionIn 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. 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 to build a better future.Committed to a Diverse, Equitable, and Inclusive WorkplaceOur award-winning diversity, equity, 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 EmployerRecognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
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