Private Risk Management Account Representative

Why USI?
With over $2 billion in revenue and more than 9,000 associates located in approximately 200 offices across the country, USI is one of the largest insurance brokerage and consulting firms in the world.

At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!

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 committed to ensuring a fair, diverse, and inclusive work environment for all. Our diversity, equity 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

• Recognized as one of Insurance Business America’s Top Insurance Employers for five consecutive years (2018-2022).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
• Gold recipient, American Heart Association’s Workplace Health Achievement Index, three years in a row (2018-2021).

General Description: Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and annual client coverage review. Required to perform essential functions and meet service standards and Best Practices developed by USI.

Responsibilities:

• Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI.
• Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients. Provide expertise in account development and/or identifying new exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
• 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 delivering annual summary of insurance and scheduling client meeting/call to complete annual risk assessment. Holding client renewal meetings/calls to determine changes in exposures or client concerns with current program or marketplace. Deliver 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.

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
• Hold an industry designation such as ARM, CIC, CPRIA, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
• Strong written, oral and interpersonal communication skills.
• 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.
• 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.

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. Compensation Range 70,000-85,000