PG Account Executive Team Lead - Financial Services

Usi, Inc.; Dallas (TX); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Competitive benefits

401(k)

Paid time off

Paid family leave

Paid holidays

Job summary

USI, Inc. is seeking an experienced account manager for complex commercial property and casualty accounts. You will guide the team in setting priorities, manage renewals, and develop strategic customer service plans aligned with client risk goals.

The role emphasizes building strong relationships with customers and carriers, marketing expertise, and cross-selling opportunities to grow the book of business. Excellent communication and leadership are essential.

Qualifications

• 7+ years of insurance industry experience.
• High school diploma or GED required.
• Must hold or obtain Property & Casualty license.
• Prior supervisory experience preferred.
• Experience handling complex commercial property & casualty accounts.
• Strong relationships and marketing to carriers.

Responsibilities

• Assist with prioritizing workloads and department schedules.
• Serve as a resource to the account management team.
• Manage renewal expirations to avoid lapses.
• Develop and retain consultative partnerships with customers.
• Identify cross-sell opportunities and seek referrals.
• Maintain and grow client accounts/relationships.

Skills

Insurance exp

Supervisory exp

Client relations

Communication skills

Problem solving

Teamwork

Education

High school diploma/GED

Tools

MS Office

Job description

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 .