Account Executive Team Lead - Agency Resources

USI Insurance Services; Newtown Square (Delaware County); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

401(k)

Job summary

USI, Inc. is seeking an experienced insurance professional to manage complex commercial property and casualty accounts and oversee departmental operations. The role focuses on preserving service standards, client retention, and strategic risk management.

You will lead the account management team, coordinate renewal workflows, and develop client service plans that reflect each customer’s business goals. A strong background in insurance, carrier relations, and marketing to customers is essential.

Qualifications

• 7+ years of insurance experience.
• Must hold or obtain Property & Casualty licensure.
• Strong communication and interpersonal skills.
• Experience marketing to carriers and customers.
• Ability to manage multiple client accounts effectively.

Responsibilities

• Assist with setting priorities and workload planning for the unit.
• Serve as a resource to account management team and direct staff as needed.
• Monitor renewal expirations and ensure no lapse in coverage.
• Develop and maintain consultative partnerships with customers.
• Create and monitor comprehensive customer service plans aligned with client goals.
• Advise on renewals and coverage products; support marketing efforts.
• Identify cross-sell opportunities and solicit referrals from existing clients.
• Manage or direct client accounts to ensure retention and growth.
• Provide technical support to Program Managers and clients; analyze needs and quotes.

Skills

Account management

Supervisory experience

Customer relationships

Property & Casualty

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Description and Requirements

General Description: Responsible for account management of complex commercial property and casualty accounts. Assist with management of the operational activities of the unit/department. Ensure consistent standards of service and professionalism.

Responsibilities

• Assist employees in setting priorities, developing work plans, and department workload/schedules.
• Serve as a resource to account management team. Answer questions and direct team as needed.
• Identify, plan, and resolve routine department coverage and workload issues.
• Maintain quality control of renewal expirations, avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner.
• Work at a strategic level to develop and retain consultative partnerships with customers/prospects.
• Develop, execute, and monitor comprehensive customer service plans. Ensure plans reflect the customer's business and risk management goals.
• Accountable for marketing. Includes advising customers regarding renewals and recommending coverage products/risk control approaches.
• Contribute to new business development. Identify cross-sell opportunities and seek referrals from existing customers.
• Manage or direct client accounts/relationships. Ensure retention and growth of book of business.
• Provide technical support to Program Managers. Includes analyzing client needs, coverage forms, and quotations.
• Provide technical expertise to new and existing clients. Includes coordinating the servicing of clients through sales, account development, and problem solving.
• Respond to client requests for information, documents, and general insurance inquiries.
• Respond to Underwriters questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management and document management systems.
• Identify exposure to loss and recommend appropriate coverages.

Knowledge, Skills And Abilities

• 7+ years of insurance experience.
• High school diploma or graduate equivalent degree required.
• Must hold or will obtain Property & Casualty and/or appropriate business licensure.
• Prior supervisory experience preferred. Ability to manage others effectively.
• Experience managing complex commercial property and casualty accounts.
• Experience developing and maintaining strong working relationships with customers and prospects.
• Experience effectively marketing to carriers and customers.
• Working knowledge of Microsoft Office suite of products.
• Excellent verbal, written, and interpersonal communication skills.
• Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions.
• Ability to work effectively in a team environment and across all organizational levels.

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 .