Senior Client Advisor

USI Insurance Services; Dallas, Northern (TX, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k)

Paid time off

Job summary

USI Insurance Services in Dallas is seeking a Preferred Senior Client Services Account Manager to manage and retain Personal Risk client accounts within our Preferred Service Team. You will lead renewal marketing, respond to client inquiries, and conduct coverage reviews.

This role requires handling complex insurance situations, overseeing special projects, and applying your industry knowledge to deliver exceptional service to clients.

Qualifications

• 5 years of experience in Personal Lines Property & Casualty insurance with a comprehensive understanding of coverages, underwriting, and rating concepts.
• High School diploma or equivalent required; college degree preferred.
• Must hold a Property & Casualty insurance license.
• Excellent communication and problem‑solving skills.
• Proficiency with internet‑based programs and Microsoft Office; knowledge of Sagitta/WorkSmart preferred.
• Ability to work autonomously in a fast‑paced environment with accuracy and attention to detail.
• Exceptional organizational skills to prioritize and manage workflow efficiently.

Responsibilities

• Manage a high volume of inbound calls and participate in the daily rotating call queue.
• Independently service client accounts using carrier websites and online rating systems.
• Provide technical expertise on insurance coverage, products, and industry updates. Identify cross‑selling opportunities and execute client requests.
• Assess client exposure and recommend appropriate coverages.
• Prepare and submit new and renewal marketing submissions. Evaluate carrier quotes for proper coverages and make insurance program recommendations.
• Respond to underwriters' questions in a timely and professional manner.
• Maintain accurate client files and documentation per company workflows and best practices. Ensure data integrity in agency management systems.
• Produce and monitor monthly reports to ensure timely policy renewals and resolve discrepancies.
• Stay current on industry developments, new products, legislation, coverages, and technology.

Skills

Communication skills

Problem solving

Attention to detail

Organizational skills

Education

High School diploma or equivalent

College degree preferred

Tools

Sagitta

WorkSmart

Microsoft Office

Job description

As a Preferred Senior Client Services Account Manager, you will play a key role in managing and retaining Personal Risk client accounts within our Preferred Service Team. You’ll be responsible for renewal marketing, responding to client inquiries, and conducting coverage reviews. This position requires handling complex insurance situations, overseeing special projects, and leveraging your extensive industry knowledge to deliver exceptional service to our clients.

What You'll Do:

• Manage a high volume of inbound calls and participate in the daily rotating call queue.
• Independently service client accounts using carrier websites and online rating systems.
• Provide technical expertise on insurance coverage, products, and industry updates. Identify cross-selling opportunities and execute client requests.
• Assess client exposure and recommend appropriate coverages.
• Prepare and submit new and renewal marketing submissions. Evaluate carrier quotes for proper coverages and make insurance program recommendations.
• Respond to underwriters' questions in a timely and professional manner.
• Maintain accurate client files and documentation per company workflows and best practices. Ensure data integrity in agency management systems.
• Produce and monitor monthly reports to ensure timely policy renewals and resolve discrepancies.
• Stay current on industry developments, new products, legislation, coverages, and technology.

What We're Looking For:

• 5 years of experience in Personal Lines Property & Casualty insurance with a comprehensive understanding of coverages, underwriting, and rating concepts.
• High School diploma or equivalent required; college degree preferred.
• Must hold a Property & Casualty insurance license.
• Excellent communication and problem‑solving skills.
• Proficiency with internet‑based programs and Microsoft Office; knowledge of Sagitta/WorkSmart preferred.
• Ability to work autonomously in a fast‑paced environment with accuracy and attention to detail.
• Exceptional organizational skills to prioritize and manage workflow efficiently.

The Role:

As a Preferred Senior Client Services Account Manager, you will play a key role in managing and retaining Personal Risk client accounts within our Preferred Service Team. You’ll be responsible for renewal marketing, responding to client inquiries, and conducting coverage reviews. This position requires handling complex insurance situations, overseeing special projects, and leveraging your extensive industry knowledge to deliver exceptional service to our clients.

What You'll Do:

• Manage a high volume of inbound calls and participate in the daily rotating call queue.
• Independently service client accounts using carrier websites and online rating systems.
• Provide technical expertise on insurance coverage, products, and industry updates. Identify cross‑selling opportunities and execute client requests.
• Assess client exposure and recommend appropriate coverages.
• Prepare and submit new and renewal marketing submissions. Evaluate carrier quotes for proper coverages and make insurance program recommendations.
• Respond to underwriters' questions in a timely and professional manner.
• Maintain accurate client files and documentation per company workflows and best practices. Ensure data integrity in agency management systems.
• Produce and monitor monthly reports to ensure timely policy renewals and resolve discrepancies.
• Stay current on industry developments, new products, legislation, coverages, and technology.

What We're Looking For:

• 5 years of experience in Personal Lines Property & Casualty insurance with a comprehensive understanding of coverages, underwriting, and rating concepts.
• High School diploma or equivalent required; college degree preferred.
• Must hold a Property & Casualty insurance license.
• Excellent communication and problem‑solving skills.
• Proficiency with internet‑based programs and Microsoft Office; knowledge of Sagitta/WorkSmart preferred.
• Ability to work autonomously in a fast‑paced environment with accuracy and attention to detail.
• Exceptional organizational skills to prioritize and manage workflow efficiently.

GLDR #LI-JM1 #LI-Hybrid

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).

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 .