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Account Executive


NJ - Matawan, PA - Newtown Square

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General Description: Responsible for account management of complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review.


·         Work at a strategic level to develop and retain consultative partnerships with customers/prospects. 

·         Develop, execute, and monitor comprehensive customer service plans. Ensure plans reflect the customer's business and risk management goals and objectives. 

·         Accountable for marketing. Includes advising customers regarding renewals and recommending coverage products/risk control approaches.  

·         Contribute to new business development. Identify cross-sell opportunities and seek referrals from existing customers. 

·         Manage or direct client accounts/relationships. Ensure retention and growth of book of business.

·         Provide technical support to Program Managers. Includes analyzing client needs, coverage forms, and quotations.

·         Provide technical expertise to new and existing clients. Includes coordinating the servicing of clients through sales, account development, and problem solving.

·         Respond to client requests for information, documents, and general insurance inquiries. 

·         Respond to Underwriters questions in a timely and professional manner.

·         Maintain a high degree of accuracy in agency management and document management systems.

·         Identify exposure to loss and recommend appropriate coverages.

·         Provide leadership and guidance to less experienced staff as needed.

Knowledge, Skills and Abilities:

·         7 years + of insurance experience. 

·         Must hold state Property & Casualty insurance license.

·         High school diploma or graduate equivalent degree required

·         Experience managing complex commercial property and casualty accounts 

·         Experience developing and maintaining strong working relationships with customers and prospects.

·         Experience effectively marketing to carriers and customers. 

·         Working knowledge of Microsoft Office suite of products.

·         Excellent verbal, written, and interpersonal communication skills.

·         Strong problem-solving skills. Ability to comprehend customer needs and recommend solutions.

·         Ability to work effectively in a team environment and across all organizational levels.

·         Ability to be flexible and adaptable to changing priorities and deadlines. 

Physical Demands:

Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, bending, and typing.

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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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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