Premier Senior Client Advisor

USI Insurance Services; Portland (OR); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Health insurance

Generous paid time off

Flexible spending accounts

Employee rewards programs

Job summary

A leading insurance brokerage is looking for a dedicated professional to manage high-net-worth client accounts in Portland, Oregon. The role requires at least 8 years of experience in Personal Lines Property & Casualty Insurance, along with strong communication and problem-solving abilities. Responsibilities include maintaining client retention, providing technical advice, and responding to inquiries from underwriters. Competitive compensation includes a salary range of $70,000 - $100,000, along with comprehensive benefits and bonuses.

Qualifications

• 8 years’ experience in Personal Lines Property & Casualty Insurance.
• High School Graduate, college degree preferred.
• Must hold state Property & Casualty insurance license.
• Strong communication skills required.
• Ability to work in a team environment.

Responsibilities

• Maintain a minimum of 95% retention of Client Accounts.
• Provide technical expertise and consultative approach.
• Prepare proposals and summaries of insurance as needed.
• Respond to underwriters’ questions promptly.
• Identify exposure to loss and recommend appropriate coverage.

Skills

Personal Lines Property & Casualty Insurance experience

Written and oral communication skills

Ability to work in fast-paced environment

Interpersonal communication skills

Education

High School Graduate

College degree preferred

Property & Casualty insurance license

Tools

Sagitta/WorkSmart

Job description

General Description

Responsible for independently and proactively managing assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include renewal marketing, handling client questions and requests, and completing an annual client review with thorough risk assessment of current and future exposures. Required to perform essential functions and meet service standards and Best Practices developed by USI.

Responsibilities

• Maintain a minimum of 95% retention of Client Accounts by proactive client engagement to retain accounts; including contacting clients that have moved business by Broker of Record letter to determine why business was lost by USI.
• Provide technical expertise (knowledge of insurance coverage and products, staying abreast of industry updates and changes) with service of new and existing clients. Consultative approach providing expertise in identifying exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
• Maintain renewal expirations, avoid any lapse in coverage.
• Make insurance program recommendations.
• Respond to underwriters’ questions in a timely and professional manner.
• Prepare proposals and summaries of insurance, as needed.
• 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.
• Identify exposure to loss and recommend appropriate coverage.

Knowledge, Skills and Abilities

• 8 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, CPCU, CPRIA 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 minimal instruction and 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.

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).

Compensation and Benefits

USI offers 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. In addition, we have a generous paid time off policy, paid family leave benefit as well as 12 paid holidays.

This is a Paid Time Off/Paid Sick Leave eligible position. 18 days per year.

This is a bonus eligible position with a target incentive of 5%.

Applications will be accepted on an ongoing basis.

Salary Range: $70,000 - $100,000

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