USI Consulting Group

5 years + of experience in a Commercial Property & Casualty insurance agency.. Strong understanding of Property & Casualty insurance.. Industry designation such as ARM, CIC, CPCU preferred.. 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.. Our award-winning I’m With U diversity, equity, and inclusion program educated 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.

sr account manager

General Description: Consultative account management partner for Commercial Lines (Select) client accounts of $5,000 - $15,000 in revenue. Activities include marketing, analyzing coverage options, presenting recommendations, and implementing insurance programs. Maintain 92% or above retention on assigned book of business. Support USI sales process by participating in the new business sales opportunities. Responsibilities <ul><li>Provide proactive, personalized support to assigned Select Commercial Lines clients.</li><li>Make recommendations for client insurance programs based on USI’s proprietary solution set. Provide advanced technical expertise to clients and prospects.</li><li>Support sales and cross-selling opportunities. Accompany Producer and Practice Leaders to meet with prospective clients.</li><li>Manage client account in accordance with USI guidelines and key performance indicators.</li><li>Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.</li><li>Responsible for marketing and placement of client insurance renewals.</li><li>Determine most-appropriate carriers for market pricing.</li><li>Analyze and compare carrier quotes and coverage offerings.</li><li>Make insurance program recommendations to clients.</li><li>Develop strong relationships with insurance carriers to negotiate on client’s behalf.</li><li>Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments. Request policy cancellations in accordance with company standards.</li><li>Manage client account in accordance with USI guidelines and key performance indicators.</li><li>Keep current on industry information, technology, and trends.</li><li>Mentor more junior members of the Select Commercial Lines team. </li></ul>Knowledge, Skills And Abilities <ul><li>5 years + of experience in a Commercial Property & Casualty insurance agency.</li><li>College degree preferred.</li><li>Strong understanding of Property & Casualty insurance.</li><li>Must hold a Property & Casualty insurance license.</li><li>Knowledge of Sagitta/ImageRight preferred.</li><li>Industry designation such as ARM, CIC, CPCU preferred.</li><li>Comfortable with internet-based programs and Microsoft Office products.</li><li>Able to carry out complex tasks with many concrete and abstract variables.</li><li>Proven ability to work in a fast-paced, team environment with minimal instruction and a high degree of accuracy.</li><li>Strong written, verbal, and interpersonal communication skills. </li></ul>Why USI? With more than $2.5 billion in revenue and over 10,000 associates across 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. We invite you to learn more about what makes USI an exceptional place to work! 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, Equitable, and Inclusive Workplace Our award-winning I’m With U diversity, equity, and inclusion program educated 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 <ul><li> Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023). </li><li>Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).</li><li>Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).</li><li>Visit our Awards and Accolades page for a complete list of industry awards and recognitions! </li></ul>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 time off policy, paid family leave benefit as well as paid holiday time .

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