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Commercial Lines Technical Resources

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General Description:

A seasoned P&C professional with a broad and developed technical background in both the property and casualty disciplines, including familiarity with and knowledge of the following: underwriting, program design, limit review and benchmarking, loss forecasting and loss stratification, general principles of risk management, experience modification review, classification review, catastrophe modeling, flood zone issues, coverage placement and carrier relations, comparative policy wording analysis, contractual requirement review, loss responsive and captive feasibility analysis, collateral negotiation, claims advocacy skills and general risk control practices/principles. In addition, an effective and organized leader with the ability to establish, execute, and communicate a budget, vision and strategy for the region's technical resources. This role is responsible for directing and assigning a staff of professional analysts, claims, and risk management specialists to assist sales & service teams. Must also be able to effectively participate in sales presentations and internal education efforts with a strong ability to translate technical subject matter, and output into lay terms with financial impact.

 

Responsibilities:

Core Accountabilities:

  • Manage property analytics, casualty analytics, and claims and risk control teams, to determine job assignments, new business assignments, develop annual goals, and manage overall performance for team within the national USI business model and upgrade/ replace as necessary using the competency levels developed for each position as guidelines for any staffing change/ decision.
  • Act as a player coach whenever necessary to deliver required technical support to USI colleagues and clients.
  • P&C technical knowledge required:
    • Review loss trends on casualty lines to develop mitigation plans, and to forecast future premium expectations to drive carrier negotiations.
    • Review property insurance program structure ,and vendor contracts relative to insurance requirements (structure, coverage, limits, deductibles, retentions, classifications, et al), and recommend improvements, analyze data, and negotiate policy terms and conditions.
    • Analyze financial, loss, and exposure data to develop insights and findings that contribute to favorable negotiation of policy terms and conditions.
    • Apply knowledge and creativity in the development, structure and placement of layered and quota shared programs including experience with concurrent terms and conditions.
    • Interpret and explain in compelling business terms the outputs of AIR and RMS Catastrophe Models.
    • Utilize benchmarking as a tool for helping clients and prospects optimize the design and structure of their insurance programs and to validate our recommendations.
    • Assist producers and practice leaders with the USI OMNI Knowledge Engine, and support producers with proposal development. Allocate and assign personnel with appropriate talent & background for client and prospect appointments.
  • Participate and contribute ideas and solutions in team "Huddles" (Get/Prep/Keep) for both new and existing clients in order to improve the effectiveness of new business and retention/stewardship meetings, and improve the quality and impact of existing client programs.
  • Provide regular client communications and build rapport with largest accounts in regional book.
  • Periodically draft client facing papers on timely topics for distribution to clients and prospects (at least four per year) and coordinate the drafting of case studies that illustrate the results of our sales and service model.
  • Support building and maintaining of strong relationships with insurance carriers so that USI gains an advantage over other competitors in the market.
  • Collaborate with other national technical peers and inter-regional shared resources in building, refining, training and implementing value differentiators for our P&C practice.
  • Work with internal partners and external customers to create improved products and services.
  • Act as liaison between clients, USI and carriers to manage the risk process activities.
  • Comply with USI's Operating, Financial and Human Resources policies and procedures. Ensure that all activities are performed in compliance with local, state, and federal regulations and laws governing business operations.
  • Ensure that organizational decisions support company values. Build trust by acting as a role model for integrity, respect and professionalism.
  • Recruit and ensure the quality of all hires in the region. Mentor and coach direct reports. Continually develop ways to improve the level of knowledge and skills of all staff within the unit. Direct employee training and personal development to improve effectiveness.
  • Promote and enhance the overall reputation of USI with centers of influence, prospects, and carriers.
  • Oversee and coordinate carrier risk control/loss control activities, and assume oversight responsibility for holding carriers accountable for achieving pre-determined risk management goals.
  • Audit and/or review audits of accounts to ensure compliance with standard practices of USI Risk Management.
  • Willingness to travel throughout regional footprint extensively, and occasionally on national basis.
 

Key Skill and Knowledge Requirements:

  • Be able to communicate in terms consistent with USI's 4X4 solutions selling model with special emphasis on articulating the financial impact of solutions from a client's perspective.
  • Ability to drive positive results from the markets.
  • Ability to understand and interpret the variables and assumptions that drive the results of CAT modeling and apply that knowledge to determine limits of coverage and pricing of catastrophe coverage's.
  • Ability to understand carrier property loss control reports and utilize the data in favorable negotiations with underwriters.
  • Ability to interpret loss forecasting results and offer recommendations on action plans.
  • Ability to develop proactive risk mitigation plans utilizing a combination of claim review, loss control recommendations, and analytics to demonstrate financial impact.
  • Willingness to mentor new producers in the USI sales culture with respect to achieving success in the middle market.
  • Ability to execute effective hiring & interview skills
  • Ability to demonstrate effective negotiation skills
  • Ability to demonstrate general business acumen and financial agility
 

Knowledge, Skills and Abilities:

  • 15 years plus of insurance brokerage, underwriting/ technical experience, risk management, claims, risk control, or legal in the segment, i.e. commercial lines property or commercial lines casualty.
  • A Bachelor's degree in business or related field required; Master's degree preferred.
  • Practice leadership experience and/or experience managing a team to execute a regional strategy, or at a minimum, a demonstrated ability to grow into a leadership position.
  • Experience in interacting with C-suite level executives.
  • Must be self-motivated and have ability to work independently while motivating a team and prioritizing tasks.
  • Strategic planning experience and responsibility for managing a budget.
  • Demonstrated ability to evaluate loss trends and loss drivers and execute plans to mitigate client costs.
  • Ability to compose clear, concise, and grammatically correct correspondence and presentations.
  • Ability to generate your own correspondence with the use of agency automation software.
  • A professional phone manner and ability to maintain a "cool head" in dealing with clients, insurers and general public.
  • Must be detail oriented.
  • Ability to prioritize workflow within guidelines and in a timely manner.
  • Valid Property and Casualty License must be maintained.
  • Experience in interpreting and complying with contractual coverage requirements of all types.
  • Willingness to commit to a continuing education program and maintain or pursue various professional designation (CISR, CIC, CPCU, ARM, AIC, etc.)
  • Develop a working knowledge of the agency automation system (Sagitta) as well as general competence with third party word processing, spread sheet and presentation systems (Microsoft Excel, Word, and PowerPoint).

Job ID:

17625

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