Select Commercial Lines Account Executive

General Description : Consultative account management partner for Commercial Lines (Select) client accounts for $10,000 to $20,000 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 accounts in accordance with USI guidelines and key performance indicators.
• Manage renewal workflow for assigned book of business, avoiding any lapses 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 :