USI Insurance

The Role:

As a Producer Account Executive, you will be responsible for retaining a significant book of business and ensuring that all service needs are met. You will play a key role in both new and renewal marketing, providing outstanding customer service and leadership to your accounts.

What You'll Do:

• Serve as the primary relationship manager for a complex book of business generating $1M+ in revenue, ensuring high retention rates.
• Provide technical expertise in evaluating client needs, coverage forms, and quotations.
• Develop and implement strategic plans tailored to each client's goals.
• Establish expectations for the service model and deliver on those commitments.
• Build and maintain strong relationships with C-suite executives.
• Oversee or manage account marketing efforts, leveraging established markets and potentially developing new ones.
• Research market trends, develop strategies, and negotiate favorable arrangements and relationships.
• Direct the development of submissions and proposals.
• Market, place, and review new and renewal insurance programs, including proposal preparation and presentation.
• Respond promptly to client requests for information, documents, and general insurance inquiries.
• Address underwriter questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management and document management systems.
• Develop Client Service Plans and coordinate with internal teams to meet deadlines.
• Negotiate final terms and conditions with carriers as needed.
• Identify client risks and exposures, summarize findings, and recommend strategic solutions aligned with organizational culture and mission.
• Educate, advise, and serve as a technical expert for clients on all lines of business insurance topics.
• Conduct on-site client meetings and maintain a strong presence through regular visits.
• Stay current on new product knowledge, legislation, coverages, and technology.

What We're Looking For:

• 5-10 years of insurance brokerage experience.
• High school diploma or equivalent required; college degree preferred.
• Deep understanding of insurance line of business coverages, underwriting, and rating concepts.
• Must hold or be willing to obtain Property & Casualty and/or appropriate business licensure.
• Exceptional communication, presentation, and negotiation skills.
• Comfortable with internet-based programs and Microsoft Office products.
• Excellent organizational and follow-up skills.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Demonstrated ability to engage with senior-level management and possess an executive presence.