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Professional Liability Account Executive

Location:

NJ - Matawan, PA - Newtown Square

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The Lawyers’ Professional Liability Account Executive is responsible for servicing solo and two attorney firm accounts including responding to inquiries from customers and/or brokers to ensure service requirements are met or exceeded.  Documents company records; retains and develops business relationships and provides management reports relative to book profile and performance while adhering to Service Level Standards.

In this role you will: 

  • 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.
  • Attend meetings, seminars, conferences, etc. to keep abreast of market and product changes and communicate such changes to all stakeholders.
  • Escalate problems to managers as appropriate.
  • 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.

 Knowledge, Skills and Abilities:

 

  • High School Diploma or G.E.D.  is required;
  • Customer Service experience in a call center environment is required;
  • Insurance industry experience servicing accounts is required. 
  • Commercial insurance experience is preferred, and Professional Liability experience is a PLUS.
  • Property & Casualty License is required, or the ability to successfully obtain P&C license within 45 days of employment.
  • have knowledge of the Microsoft Office Suite of products, including Word; Excel 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.

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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.


Job ID:

23764

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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