USI Insurance

About the Role:

The EB Team Account Executive is responsible for retaining and growing a significant book of business by managing client relationships and service needs. You will play a key role in new and renewal marketing, addressing client inquiries, and supporting Sales Executives to ensure client satisfaction and business growth.

What You'll Do:

• Develop strategic plans, set service expectations, and manage client relationships to drive retention, growth, and profitability.
• Build and maintain relationships with C-Suite executives.
• Provide technical support to Sales Executives, including coverage analysis and quotations, and coordinate internal service for new and existing clients.
• Oversee account marketing, including submissions, proposals, and placement for new and renewal business. Research market trends and negotiate favorable terms.
• Apply expertise in USI ONE Advantage, Stewardship process, and Omni deliverables; contribute to strategy meetings.
• Identify cross-selling opportunities across practices and maintain regular client engagement through visits.
• Ensure accurate documentation and compliance within agency and document management systems.
• Partner with leadership to select account management staff and subject matter experts for sales presentations.
• Develop and execute sales and marketing strategies to enhance USI’s market position; represent USI at industry events.
• Collaborate with account management teams and national/regional resources to maximize results. Communicate client goals and ensure optimal resource utilization.
• Respond promptly to underwriter inquiries and engage USI resources as needed. Stay current on industry trends, products, legislation, and technology.

What We're Looking For:

• 10+ years of experience in insurance brokerage, carrier, or related B2B sales.
• College degree and current insurance license preferred.
• Strong understanding of Employee Benefits or Property & Casualty.
• Ability to engage senior-level management with executive presence.
• Highly motivated, goal-oriented, and able to work independently in a fast-paced environment.
• Exceptional communication, presentation, organizational, and follow-up skills.
• Consultative and resourceful approach with excellent customer focus and listening skills.
• Proficient in Microsoft Office; familiarity with Sagitta/ImageRight is a plus.
• Ability to prioritize, manage workflows, and maintain accuracy.
• Team-oriented with strong relationship-building skills.

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!