Commercial Lines Account Executive, Select

General Description: Consultative account management partner for Commercial Lines (Select) client accounts for $10,000 to $20,000 in revenue. Activities include marketing, analyzing coverage options, presenting recommendations, and implementing insurance programs. Maintain 92% or above retention on assigned book of business. Support USI sales process by participating in new business sales opportunities.

Responsibilities:

• Provide proactive, personalized support to assigned Select Commercial Lines clients.
• Make recommendations for client insurance programs based on USI’s proprietary solution set. 
• Provide advanced technical expertise to clients and prospects.
• Support sales and cross-selling opportunities. Accompany Producer and Practice Leaders to meet with prospective clients.
• Manage client accounts in accordance with USI guidelines and key performance indicators.
• Manage renewal workflow for assigned book of business, avoiding any lapses in coverage.
• Responsible for marketing and placement of client insurance renewals. 
• Determine most appropriate carriers for market pricing.
• Analyze and compare carrier quotes and coverage offerings. 
• Make insurance program recommendations to clients.
• Develop strong relationships with insurance carriers to negotiate on client’s behalf.
• Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments. 
• Request policy cancellations in accordance with company standards. 
• Keep current on industry information, technology, and trends.
• Mentor more junior members of the Select Commercial Lines team. 
• Attend sales and marketing weekly meetings.

Knowledge, Skills, and Abilities:

• 5+ years of experience in a Commercial Property & Casualty insurance agency.
• College degree preferred.
• Strong understanding of Property & Casualty insurance. 
• Must hold a Property & Casualty insurance license.
• Knowledge of Sagitta/ImageRight preferred.
• Industry designations such as ARM, CIC, CPCU preferred.
• Comfortable with internet-based programs and Microsoft Office products.
• Able to conduct complex tasks with many concrete and abstract variables.
• Proven ability to work in a fast-paced, team environment with minimal instruction.
• Strong written, verbal, and interpersonal communication skills.