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Premier Client Advisor I

Location:

NY - Uniondale

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Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

·        Insurance Business America’s Top Insurance Workplaces, three years in a row (2018-2020).

·        Business Insurance’s 2020 list of Best Places to Work in Insurance.

·        Forbes Best Large Employers in America (2018-2019).

Ranked as one of Forbes Best Large Employers in America (2018-2019).

General Description: Responsible for servicing and managing a high volume of accounts and the retention of assigned Tier 1 Premier client accounts. Activities include, but not limited to new and renewal marketing, handling client questions and requests, and coverage review. Responsibilities may include assisting Personal Lines Sales and Account Executives, if applicable. Required to perform essential functions and meet service standards and Best Practices developed by USI.

 

Responsibilities:

  • Maintain a minimum of 93% retention of Client Accounts. Retain accounts; following up on cancellations and Broker of Record letters, according to agency procedures and standards.
  • Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients through cross-selling opportunities, account development, execution of client requests and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
  • Handle all aspects of Personal Lines Property & Casualty Insurance.
  • Complete USI New Business Process for new clients, including establishing a communication plan with the client, reviewing all policies for accuracy, reviewing and delivering welcome packets and reviewing any necessary corrections with both client and carrier.
  • Manage all pre-renewal activities for Premier clients, including quoting marketplace and holding client renewal calls at least once every three years. Deliver short-form renewal proposal to Premier clients quoting additional lines and/or markets, as applicable.
  • Execute on policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required. Maintain renewal expirations, to avoid any lapse in coverage.
  • Respond to underwriters' questions in a timely and professional manner.
  • Maintain a high degree of accuracy in agency management and document management systems.
  • Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
  • Identify exposure to loss and recommend appropriate coverage's in coordination with Sales Executive/Account Executive(s).
 

Knowledge, Skills and Abilities:

  • Up to 5 years experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.
  • High School Graduate. College degree preferred, but not required.
  • Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.
  • Hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
  • Strong written, oral and interpersonal communication skills.
  • Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft office products. Knowledge of Sagitta/WorkSmart preferred, but not required.
  • Ability to work in a fast paced environment with a high degree of accuracy.
  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment.
  • Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
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GLDR

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:

21758

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Notice to 3rd Party Recruiters

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.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email recruiting@usi.com