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Account Executive/Team Lead - Lawyers' Professional Liability


NJ - Matawan

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General Description:

The Program Account Executive/Team Lead is responsible for ensuring renewal practices and procedures are done in a timely, effective and accurate manner. Personally services 60-80 1-4 attorney firms per month which meet our program requirements. Is also responsible for training and coaching assigned Professional Liability team members who also service 1-4 attorney firms which meet our program requirements.


• Retain and develop existing customer accounts from assigned book of business. Provide management status reports on book.

• Identify customer needs and exposures. Counsel customers and/or brokers on appropriate coverage and provide cautionary advice. Present proposals to customers.

• Solidify relationships with underwriters and customers.

• Respond to or appropriately redirect phone calls and correspondence from internal and external customers with urgency.

• Expedite service responses to external customers.

• Conduct in person visits with customers as needed.

• Cross sell, round accounts and refer new business opportunities.

• Communicate with underwriters to obtain information or inform them about account status or changes.

• Negotiate terms of policies with underwriters with the guidance of manager or supervisor.

• Keep abreast of market and product changes and communicate such changes to all stakeholders. Participate in assigned/recommended training/development.

• Review and verify data, such as name, address, attorney roster for insurance applications and policies to ensure company database integrity.

• Complete and submit policy change requests in a timely and accurate manner.

• Review and manage outstanding accounts receivables.

• Assist with resolving customer complaints that come in via fellow team members as well as providing first point of contact for escalated issues.

• Provide onboarding, training and coaching to new Account Executives

• Provide recommendations of processes and procedures.

• Assist in the training, mentoring and development of new hires including Assisting in development and implementation of a training program to ensure effective onboarding and ongoing staff training to ensure usage of appropriate procedures to ensure optimum performance and efficient operations. Includes documentation of training materials and policies and procedures.

• Participate in recruiting and interviewing to ensure appropriate staffing.

• Escalate problems to managers as appropriate.

• Provide feedback to manager regarding performance levels and related performance concerns

Knowledge, Skills and Abilities:

• High School Diploma or G.E.D. is required.

• Customer Service experience in a call center environment is required.

• Experience servicing accounts is required.

• Professional Liability insurance knowledge is required.

• Property & Casualty License is required.

• Knowledge of the Microsoft Office Suite of products, including Word; Excel; Access; and Outlook.

• Sales and customer service orientation is required.

• Must be able to develop and maintain strong business relationships as well as the ability to deal effectively with difficult or sensitive situations.

• Must have excellent organizational skills and attention to detail.

• Must be able to work independently and as part of a team.

• Must be a self-starter; be able to work independently and be goal oriented.

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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