Select Commercial Lines Service Account Executive

USI Insurance Services; Glastonbury (CT); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

USI Insurance Services is seeking a consultative account manager for Commercial Lines Select clients generating $10,000 to $15,000 in revenue. You will market, analyze coverage options, present recommendations, and implement programs while maintaining 92%+ retention.

Role supports the sales process and renewals with a focus on carrier relations and cross-selling opportunities. Ideal candidates have 5+ years in a commercial P&C setting, a valid P&C license, and proficiency with Sagitta and

Qualifications

• Minimum 5+ years in a Commercial Property & Casualty insurance agency.
• Strong understanding of Property & Casualty insurance.
• Licensed in Property & Casualty insurance.
• Knowledge of Sagitta and ImageRight is preferred.
• Industry credentials such as ARM, CIC or CPCU are preferred.

Responsibilities

• Provide proactive, personalized support to assigned Select Commercial Lines clients.
• Make recommendations for client insurance programs using USI's solutions.
• Offer advanced technical expertise to clients and prospects.
• Support sales and cross-selling opportunities with Producers and Practice Leaders.
• Manage client accounts per USI guidelines and KPIs.
• Oversee renewal workflow to avoid coverage lapses.
• Market and place client renewals and determine carriers.
• Analyze and compare quotes and coverages to make program recommendations.
• Build relationships with carriers for client-negotiated terms.
• Mentor junior team members and participate in weekly meetings.

Skills

P&C Insurance

Client relationship management

Communication skills

Office software

Sagitta

ImageRight

ARM/CIC/CPCU

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.

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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 theUSI 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 offersemployee 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 workingtogether as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace
Our award-winningI'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).

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.