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Surety Account Executive

Location:

CA - Rancho Cordova

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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:

  • The Top Insurance Employers by Insurance Business America four years in a row (2018-2021).
  • Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row. 
  • Forbes Best Large Employers in America (2018-2019). 
  • Ranked as one of Forbes Best Large Employers in America (2018-2019).

General Description:  Primary account responsibility for retaining significant Surety book of business.  Responsible for managing client service needs. Activities include, but not limited to new and renewal marketing and handling client questions and requests. Responsibilities include aiding Sales Executives.  Required to perform essential functions and meet service standards and Best Practices developed by USI.

Responsibilities:

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

·        Provide technical support to Sales Executives, specifically in analyzing client needs, coverage forms and capacity.

  • Provide technical expertise in managing the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
  • May assist management in the recruiting and selection process of new employees, when necessary and in coaching and training of staff
  • Manage or directs account marketing, generally utilizing established markets but may be responsible for market development. 

·        Research market trends, develops strategies and negotiates favorable arrangement and relationships.

·        Manages or directs the development of submissions.

  • Market, place and review of new and renewal Surety programs, including proposal preparation and presentation.
  • Primary surety contact. Act as liaison between sales staff and surety team. Key resource to other surety associates, providing leadership and establishing relationships with other departments.
  • Respond to client requests for information, documents, and general surety inquiries. Handle all aspects of Commercial Lines Property & Casualty Insurance, as it relates to surety. Frequent, outside service visits, to the client, as required.
  • Respond to Underwriters questions in a timely and professional manner.

·        Initiate, analyze and prepare exposures and deficiencies in developing strategy for client bond needs.

  • Identify exposure to loss and recommend appropriate coverage’s in coordination with Sales Executives.
  • Generate Client Service Plan that reflects clients business and risk management goals, including an outline of services to be provided, action plans to include critical milestones, due dates and accountabilities.
  • Internal reporting/monitoring of accounts receivables, renewals and expirations. Quality control, workflows, timeliness of invoices and timeliness of bond issuance.
  • Ensure profitability of accounts by managing time and resources required to provide clients with high quality services adhering to the client service plan.
  • Assist in Carrier Agreements, Licensing, Appointments, Powers of Attorney management.
  • Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices.  Maintain a high degree of accuracy in agency management and document management systems.

Knowledge, Skills and Abilities:

  • College degree preferred, but not required.
  • Must hold state Property & Casualty insurance license.
  • Must have basic understanding of balance sheet, income statement and cash flow statement and how they flow together
  • Ability identify/understand key financial ratios (liquidity, working capital, capital structure, gross profit, net profit, leverage, margins, interest coverage, etc.)
  • Knowledge of Sagitta/ImageRight preferred, but not required.
  • Ability to work in a fast-paced environment with minimal instruction and 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.


Job ID:

24601

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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.

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