Select Commercial Lines Account Executive

USI Insurance Services; Uniondale (NY); On-site; USD 85,000 - 95,000; Full time

Job summary

USI Insurance Services is seeking an experienced Commercial Lines manager to advise select clients and manage renewals. You will analyze options, present recommendations, and implement programs to maintain high retention.

The role requires a P&C license and 5+ years in a P&C agency, with strong communication and team collaboration. USI offers comprehensive benefits and bonus eligibility, with a focus on client outcomes and cross-selling opportunities.

Qualifications

• 5+ years of experience in a Commercial Property & Casualty insurance agency.
• Strong understanding of Property & Casualty insurance.
• Must hold a Property & Casualty insurance license.
• Knowledge of Sagitta and ImageRight preferred.
• Industry designation such as ARM, CIC, CPCU preferred.

Responsibilities

• Provide proactive, personalized support to assigned Select Commercial Lines clients.
• Make recommendations for client insurance programs based on USI's proprietary solution set.
• Provide advanced technical expertise to clients and prospects.
• Support sales and cross-selling opportunities; accompany Producer and Practice Leaders to meetings.
• Manage client accounts per USI guidelines and KPIs.
• Own renewal workflow to avoid lapses in coverage.
• Market and place client renewals.
• Determine the most-appropriate carriers for pricing.
• Analyze and compare carrier quotes and coverage offerings.
• Develop relationships with carriers to negotiate on clients’ behalf.
• Adhere to credit and collection policy in invoicing and payments.
• Request policy cancellations per standards.
• Stay current on industry information and trends.
• Mentor junior team members.
• Attend weekly sales/marketing meetings.

Skills

Commercial Property & Casualty

P&C license

Sagitta

ImageRight

MS Office

Strong communication

Team collaboration

ARM/CIC/CPCU (preferred)

Tools

Sagitta

ImageRight

Job description

General Description

Consultative account management partner for Commercial Lines (Select) client accounts of $10,000 to $15,000 in revenue. Activities include marketing, analyzing coverage options, presenting recommendations, and implementing insurance programs. Maintain 92% or above retention on assigned book of business. Support USI sales process by participating in new business sales opportunities.

Responsibilities

• Provide proactive, personalized support to assigned Select Commercial Lines clients.
• Make recommendations for client insurance programs based on USI's proprietary solution set.
• Provide advanced technical expertise to clients and prospects.
• Support sales and cross-selling opportunities. Accompany Producer and Practice Leaders to meet with prospective clients.
• Manage client account in accordance with USI guidelines and key performance indicators.
• Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.
• Responsible for marketing and placement of client insurance renewals.
• Determine most-appropriate carriers for market pricing.
• Analyze and compare carrier quotes and coverage offerings.
• Make insurance program recommendations to clients.
• Develop strong relationships with insurance carriers to negotiate on client’s behalf.
• Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments.
• Request policy cancellations in accordance with company standards.
• Keep current on industry information, technology, and trends.
• Mentor more junior members of the Select Commercial Lines team.
• Attend sales and marketing weekly meetings.

Knowledge, Skills and Abilities

• 5+ years of experience in a Commercial Property & Casualty insurance agency.
• Strong understanding of Property & Casualty insurance.
• Must hold a Property & Casualty insurance license.
• Knowledge of Sagitta/ImageRight preferred.
• Industry designation such as ARM, CIC, CPCU preferred.
• Comfortable with internet-based programs and Microsoft Office products.
• Able to carry out complex tasks with many concrete and abstract variables.
• Proven ability to work in a fast-paced, team environment with minimal instruction.
• Strong written, verbal, and interpersonal communication skills.

Benefits

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.

Compensation

The salary for this position ranges from $85,000 to $95,000 per year, depending on experience. The final offer will be determined based on the candidate's qualifications, relevant experience, and demonstrated skills. In addition to the base salary, this role is bonus eligible.