USI Insurance

General Description:  Manage a dynamic and complex premier Commercial Lines Real Estate insurance account as the day-to-day client contact. Will work in concert with an Account Manager and an Account Rep on this account. 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 this assigned high-touch Commercial Lines client.
• Provide strong insurance technical expertise to client 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 client.
• 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. 
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management systems.
• In-person attendance at face-to-face client meetings, with and without Sales Executives, as needed. 
• Regular carrier interaction and face-to-face meetings with underwriters as needed. 

Knowledge, Skills and Abilities:

• 15+ years' experience in a Commercial Lines agency. College degree preferred.
• Knowledge of complex Real Estate risks preferred. 
• Expert understanding of Property & Casualty insurance.
• Must hold a Property & Casualty insurance license.
• Industry designation such as ARM, CIC, CPCU strongly preferred.
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Sagitta / ImageRight preferred, but not required.
• Strong communication and negotiation skills.
• Able to work in a fast-paced, team environment with minimal instruction.
• Keep informed about industry information, technology and trends.