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Personal Risk Premier Client Advisor
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Full-time
- Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients.
- Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI.
- Provide expertise in account development and/or identifying new exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
- Deliver renewal proposal to Premier clients quoting additional lines and/or markets, as applicable.
- Maintain a high degree of accuracy in agency management and document management systems.
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