Skip to content

Commercial Lines Account Executive

Apply now Share Share WP - SR AM with Facebook Share WP - SR AM with LinkedIn Share WP - SR AM with Twitter Share WP - SR AM with Viadeo Share WP - SR AM with a friend via e-mail

General Description:  Responsible for independently and proactively managing client accounts.   Activities include, but not limited to new and renewal marketing, handling client questions and requests, and coverage review. Responsibilities may include aiding Sales Executives and Account Executives, if applicable.  Required to perform essential functions and meet service standards and Best Practices developed by USI.

Responsibilities:

  • Maintain 92% retention of Client Accounts.
  • to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations during the sales process on new and renewal business.
  • and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
  • Capture, assist, design and manage the service platform
  • Occasional outside service visits, to the client, may be required.
  • Maintain renewal expirations, avoid any lapse in coverage.
  • Make insurance program recommendations.
  • Respond to underwriters questions in a timely and professional manner.
  • Adhere to Commercial Lines Best Practices – including written confirmation of new and renewal binding, evidence of coverage, changes to coverages and other related items.
  • Prepare proposals and summaries of insurance, as needed.
  • Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments; request cancellations in accordance with company standards.
  • Adhere to company Risk Management Program and quality control standards.
  • Adhere to Imageright workflows.
  • Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
  • Identify exposure to loss and recommend appropriate coverages in coordination with Sales Executive/Account Executive(s).
  • Other projects or duties, as needed.
 

Knowledge, Skills and Abilities:

  • College degree preferred, but not required.
  • Must hold state Property & Casualty insurance license.
  • Hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
  • 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.
   

Physical Demands

Work is performed in a climate controlled office environment with minimal noise and limited to no exposure to chemicals or toxins.  Employees operate office equipment including; telephone - headset, Computer, computer monitors, keyboard, mouse, copier, scanner and mail machine.  Physical tasks of job include; walking, sitting, standing and bending.

Analysis of Physical Demands:

·         Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.

·         Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend.

·         Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.

·         Rarely  (< than 1 hour per week) work performed  requires Lifting/Carrying  items that range from 10-50lbs, pushing/pulling  items that range from 10-50lbs,  twisting/ turning including reaching over shoulder or above head , kneeling or squatting.

Job ID:

20011

Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
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