Insurance Client Success Partner

USI Insurance Services; Des Peres (MO); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Monthly incentive bonus

Equity program

Commissions

Job summary

USI Insurance Services in Des Peres, MO, is seeking a client services professional to manage Tier 1 Premier accounts, handle renewal marketing, respond to client questions, and conduct annual coverage reviews in line with USI's Best Practices.

You will maintain high retention, provide technical insurance expertise, oversee new client onboarding, coordinate pre-renewal activities, deliver renewal proposals, and ensure timely policy actions with underwriters.

Qualifications

• Up to 5 years experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.
• High School Graduate. College degree preferred, but not required.
• Must hold state Property & Casualty insurance license
• Hold an industry designation such as ARM, CIC, CPRIA, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
• Strong written, oral and interpersonal communication skills.
• Knowledge of Sagitta/WorkSmart preferred, but not required.
• Ability to work in a fast paced environment with a high degree of accuracy.
• Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Ability to work in a team environment.
• Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

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.
• Manage all pre-renewal activities for Premier clients, including delivering annual summary of insurance and scheduling client meeting/call to complete annual risk assessment.
• Holding client renewal meetings/calls to determine changes in exposures or client concerns with current program or marketplace. Deliver renewal proposal to Premier clients quoting additional lines and/or markets, as applicable.
• Execute on policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required. Maintain renewal expirations, to avoid any lapse in coverage.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management and document management systems.
• Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.

Skills

Client account management

Renewal marketing

Customer service

Insurance knowledge

Underwriting concepts

Education

High School diploma

College degree preferred

Tools

Sagitta

WorkSmart

Job description

USI Insurance Services in Des Peres, MO, is seeking a client services professional to manage Tier 1 Premier accounts, handle renewal marketing, respond to client questions, and conduct annual coverage reviews in line with USI's Best Practices.

You will maintain high retention, provide technical insurance expertise, oversee new client onboarding, coordinate pre-renewal activities, deliver renewal proposals, and ensure timely policy actions with underwriters.