Equity-Eligible Premier Client Advisor

Usi, Inc.; Des Moines (IA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Incentive bonus

Commissions

Equity program

Job summary

USI in Des Moines, IA is seeking an Account Manager to service and grow Premier client relationships in the personal lines space. You will drive renewal marketing, handle client questions, and lead annual coverage reviews to protect client interests.

Responsibilities include maintaining high retention, delivering renewal proposals, coordinating with underwriters, and ensuring accurate documentation in agency systems.

Qualifications

• Maintains 95% client retention through proactive engagement.
• Provides technical insurance expertise and support for clients.
• Completes USI New Business Process for new clients.
• Manages pre-renewal activities and renewal proposals for Premier clients.
• Responds promptly to underwriters’ questions and requests.
• Maintains accurate agency management and document records.
• Guides clients on first notice of claim submissions and carrier responses.

Responsibilities

• 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 technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients.
• Complete USI New Business Process for new clients, including establishing a communication plan with the client, reviewing all policies for accuracy, reviewing and delivering welcome packets and reviewing any necessary corrections with both client and carrier.

Skills

Account management

Client communication

Insurance knowledge

Renewal processing

Education

High School Diploma

Property & Casualty license

Tools

Sagitta/WorkSmart

Job description

USI in Des Moines, IA is seeking an Account Manager to service and grow Premier client relationships in the personal lines space. You will drive renewal marketing, handle client questions, and lead annual coverage reviews to protect client interests.

Responsibilities include maintaining high retention, delivering renewal proposals, coordinating with underwriters, and ensuring accurate documentation in agency systems.