USI Insurance

• Provide leadership and oversight to the Personal Lines Preferred Services team and book of business assigned based on Zone, made up of several retail regions.
• Accountable for day-to-day management of assigned team members. Includes performance management, setting priorities, developing work plans and schedules, handling department issues, and approving timecards and expense reports.
• Provide training, coaching, and mentoring to the team.
• Establish education and career paths for all services staff.
• Promote account retention and ensure adherence to retention goals. Achieve agency retention goals regarding percentage of retained business through proactive measures.
• Promote account rounding and cross-sell/referral opportunities.
• Work with Personal Risk management at regional and national levels to ensure compliance with profit and growth objectives set by management.
• Participate in presentations to prospects and clients, as necessary, in support of new business and client retention. Provide in-depth knowledge regarding operations activities.
• Provide technical expertise in coordinating the inside service of new and existing clients.  
• Maintain quality control of renewal expirations, avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner.
• Produce and monitor various monthly reports to ensure timely renewal of all policies.  
• Review team members open items, workloads, and backlog.
• Identify, plan, and resolve routine department coverage and workload issues. 
• Perform periodic quality audits, when necessary.
• Develop effective interdepartmental communication strategies. Foster team behavior and a sales-oriented department culture.
• Monitor the call queues and call volume and redirect calls as needed.
• Keep informed regarding industry and new product information, legislation, technology, and trends.  

• 5+ years of experience in Personal Property & Casualty Insurance Agency along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts.
• High School Graduate. College degree preferred. 
• Prior managerial experience required. Ability to direct and monitor the activity of others.
• Must hold or obtain a state Property & Casualty insurance license within an agreed upon timeframe.
• Must hold an industry designation such as ARM, CIC, CPCU or intent to pursue. 
• In-depth knowledge of agency management system functionality, workflow procedures, underwriting, sales, and service processes.
• Strong communication and problem-solving skills.  
• Working knowledge of internet-based programs and Microsoft Office products.  
• Knowledge of Sagitta/Work Smart preferred, but not required.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Strong organizational skills. Ability to set priorities and manage deadlines. 

Why USI?
With approximately $3 billion in revenue and over 10,500 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.

Industry-Leading Programs, 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. 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 and Inclusive Workplace
Our award-winning I’m With U diversity 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 eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). 
• Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!