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Job Details

Locations
OH - Cleveland
Job ID
30926

Description and Requirements

General Description: Responsible for retaining a significant book of business, and ensuring service needs are met. Activities include; new and renewal marketing, and providing excellent customer service and leadership to accounts.


Responsibilities:

• Primary role is relationship manager on a book of business of 500k+ in revenue and does not generally have production responsibilities.

• Responsible for successful retention of assigned book of business.

• Provides technical expertise in analyzing client needs and identifying coverage forms and quotations.

• Develops and advises client of strategic solutions.

• Establishes service plans and coordinates with team members to meet applicable deadlines.

• Manages 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 as well as proposals.

• Market, place and review of new and renewal business insurance programs, including proposal preparation and presentation. Negotiate final terms and conditions with carrier as needed.

• Respond to client requests for information, documents, and general insurance inquiries.

• Respond to underwriters’ questions in a timely and professional manner.

• 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.

• Conduct and lead client meeting as necessary.


Knowledge, Skills and Abilities:

• 5-10 years of insurance brokerage experience.

• Must hold a Life and Disability insurance license. College degree preferred.

• Expert knowledge of Employee Benefits insurance coverages.

• Industry designations strongly preferred.

• Excellent organizational and follow-up skills.

• Ability to carry out complex tasks with many concrete and abstract variables.

• Must be comfortable with internet-based programs and Microsoft office products.

• Able to work in a fast-paced, team environment with minimal instruction.

• Superior communication and negotiation skills.

• A consultative, positive and resourceful approach to dealing with prospects, clients and associates.

• Ability to deal with senior level management and have an executive presence. 


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GLDR



Why USI?
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, 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. 

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Premier Sales Rewards, Industry-Leading Programs, and Recognition 
In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
  • Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list. 
  • Honored by Glassdoor as a Best-Led Company in the U.S. in 2024. 
  • Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024.
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

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 family leave benefit as well as paid holiday time.