Commercial Lines Sr Account Executive

Usi, Inc.; Phoenix (AZ); Presencial; USD 100.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Generous paid time off

401(k) plan

Employee wellness programs

Descripción de la vacante

A leading insurance brokerage firm in Phoenix, Arizona seeks an experienced individual to manage complex Commercial Lines insurance accounts. The role involves providing personalized client support, overseeing renewals, conducting negotiations, and having strong technical insurance expertise. Candidates should have over 15 years of experience, hold a Property & Casualty insurance license, and possess strong communication skills. Competitive benefits and a commitment to associate development are offered.

Formación

• 15+ years experience in a Commercial Lines agency required.
• Must hold a current Property & Casualty insurance license.
• Strong understanding of industry trends and technology.

Responsabilidades

• Manage up to 20 large Commercial Lines insurance accounts.
• Provide proactive support to high-touch clients.
• Ensure timely processing of policies and endorsements.
• Conduct complex negotiations with insurance carriers.

Conocimientos

Expert understanding of Property & Casualty insurance

Strong communication skills

Negotiation skills

Ability to work in a team environment

Proficiency in Microsoft Office

Educación

College degree (preferred)

Property & Casualty insurance license

Industry designation such as ARM, CIC, CPCU

Herramientas

Sagitta / ImageRight (preferred)

Descripción del empleo

Description and Requirements

General Description: Manage 10 to 20 large and complex Commercial Lines insurance accounts as the day‑to‑day client contact. May occasionally work in concert with an Account Manager on the largest and most complex accounts. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives team and provide guidance to Account Representatives and/or Account Managers.

Responsibilities

• Provide proactive, personalized support to assigned high‑touch, most‑complex Commercial Lines clients.
• Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.
• Responsible for marketing and placement of client Commercial Lines insurance renewals.
  • With assistance from Account Representatives, prepare client applications for review.
  • Determine most‑appropriate carriers for market pricing.
  • Analyze and compare carrier quotes and coverage offerings.
  • Make insurance program recommendations to clients.
• Manage client renewal expirations and avoid any lapse in coverage.
• Complex negotiation with carriers on behalf of clients.
• Process policies, endorsements and audits as needed.
• Champion client cross‑selling initiatives and develop customer accounts.
• Represent client interests in internal USI account strategy meetings.
• Delegate administrative client tasks to assigned Account Representatives.
• Provide account oversight and guidance when acting as a third‑layer of account management on largest, most complex accounts.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management systems.
• Frequent in‑person attendance at face‑to‑face client meetings, with and without Sales Executives.
• Regular carrier interaction and frequent face‑to‑face meetings with underwriters.

Knowledge, Skills and Abilities

• 15+ years experience in a Commercial Lines agency. College degree preferred.
• Expert understanding of Property & Casualty insurance.
• Must hold a Property & Casualty insurance license.
• Industry designation such as ARM, CIC, CPCU strongly preferred.
• Comfortable with internet‑based programs and Microsoft Office products.
• Knowledge of Sagitta / ImageRight preferred, but not required.
• Strong communication and negotiation skills.
• Able to work in a fast‑paced, team environment with minimal instruction.
• Keep informed about industry information, technology and trends.

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).

Awards and Accolades

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

Benefits

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.