Premier Senior Client Advisor

USI Insurance Services; United States; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Flexible spending account

Health savings account

Short/long-term disability

Life insurance

Paid time off (18 days per year)

12 holidays

Job summary

USI Insurance Services is seeking an experienced insurance professional to independently manage Premier in Client Tiers 2 and 3 (HNW & Affluent). You will handle renewal marketing, respond to client questions, and conduct annual client reviews with thorough risk assessments of current and future exposures, delivering service that aligns with USI Best Practices.

The role emphasizes retention, technical insurance knowledge, and proactive client engagement across renewals, with a focus on accuracy

Qualifications

• 8 years’ experience in Personal Lines Property & Casualty Insurance with knowledge of coverages, underwriting and rating concepts.
• Must hold state Property & Casualty insurance license.
• Hold an industry designation such as ARM, CIC, CPCU, CPRIA or pursue designation.
• Strong written, oral and interpersonal communication skills.
• Knowledge of Sagitta/WorkSmart preferred, but not required.

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 with service of new and existing clients and identify exposures.
• 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.

Skills

P&C experience

Licensing (P&C)

Industry designations (ARM, CIC, CPCU,

Education

High school diploma

College degree preferred

Tools

Sagitta/WorkSmart

Job description

General Description

Responsible for independently and proactively managing Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but are not limited to renewal marketing, handling client questions and requests, 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 on 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.

Benefits

• Paid time off/personal leave eligible position: 18 days per year.
• Bonus eligible position with target incentive of 5%.
• Salary Range: $70,000 - $100,000.
• 12 paid holidays.
• Comprehensive health, welfare and financial benefits including medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.