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Personal Risk Regional Manager


NJ - Florham Park, NY - New York, NY - Uniondale, NY - White Plains

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USI is an Insurance Brokerage and Consulting firm that delivers property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. We are a leading national middle market broker approaching $2 billion in revenue, and have uniquely invested in tools and resources to aid our associates in their success. USI has more than 8,000+ dedicated and innovative professionals in approximately 200 offices serving clients in all 50 states. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and expertise, and enterprise-wide collaboration to deliver customized results with positive, bottom line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit

The Opportunity:

We are hiring for a talented Leader to manage growth and client retention for all Personal Insurance in the Region. This individual will be responsible for day-to-day management of High Net Worth as well as internal service center operations, and will ensure consistent standards of sales, service and professionalism as defined by USI's Best Practices, Core Values and Risk Management Quality Control standards.

 Regional Leadership and Relationship Management:

  • Responsible for communicating the Personal Risk Division's vision, projects, and priorities with Regional Leaders (RCEOs, RCOO) and USI internal clients (EB/PC Producers and Leaders).
  • Promote Personal Risk client management services and deliverables to internal clients (EB/PC Producers and Leaders) by holding and attending leader meetings.
  • Assist in managing carrier relationships through planning annual strategies, developing marketing campaigns, monitoring book and carrier consolidation, and providing assistance in the event of client complaints.
  • Work with Personal Risk Practice Leaders to ensure coordination of sales and service support, assignment of service team-based client exposures and segmentation.
  • Maintain strong internal and external client relationships within the region by attending client renewal review meetings and new client onboarding of Premier Tier 2 & 3 clientele as needed.
  • Meet with various vendors.

Managing Teams:

  • Supervise and manage this team by assisting with client issues, providing back-up assistance for clients, monitoring behavior and absenteeism, implementing training when needed, hiring new Associates when needed.
  • Work with other Regional teams and/or offices undergoing significant operational changes including acquisitions and staffing challenges.


Implement and Monitor Operations Service Standards:

  • Lead ongoing transition to Premier and Preferred best practice service models in region including standard deliverables, client segmentation and development of team members.
  • Maintain department margins.
  • Monitor monthly renewal, new business, and lost business reports for the Personal Lines senior management.
  • Monitor and resolve potential E&O issues.
  • Oversee new business production through team leaders and personal risk managers’ accomplishments and support opportunities to produce new business through account rounding, up selling and referrals.
  • Develop, execute, and monitor process and procedures for department and client contact materials.

The Candidate:

  • 5-10 years’ experience in personal insurance. College degree preferred.
  • Must be licensed as an insurance agent and must be willing to meet agency and state continuing education requirements.
  • Effective leadership, communication, and organizational skills and the ability to direct and monitor the activities of others. Prior management experience is required.
  • Must be comfortable with internet-based programs as well as intermediate knowledge of Microsoft Office products. Knowledge of Sagitta is not required but is preferred.
  • Ability to handle difficult behavior or conflicts and bring to a timely resolution.
  • Ability to problem-solve creatively and proactively.
  • Working knowledge of personal insurance, rating, and underwriting guidelines.
  • Must be able to prioritize, organize, and keep workload current.



Job ID:


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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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