Commercial Lines Account Executive - Condo Department

General Description: Manage 20 to 30 large and/or complex Commercial Lines insurance accounts as the day-to-day client contact for the habitational/condominium department. Activities include new and renewal marketing, fielding questions and requests, and coverage review. Assist Sales Executives team and provide guidance to Account Representatives and/or Account Managers. Ideal candidates will have property marketing experience in the state of Florida.

Responsibilities:

1. Provide proactive, personalized support to assigned high-touch, complex Commercial Lines clients.
2. Provide insurance technical expertise to clients and members of the Account Management and Sales Executive team.
3. Responsible for marketing and placement of client Commercial Lines insurance renewals.
1. With assistance from Account Representatives, prepare client applications for review.
2. Determine most-appropriate carriers for market pricing.
3. Analyze and compare carrier quotes and coverage offerings.
4. Make insurance program recommendations to clients.
4. Manage client renewal expirations and avoid any lapse in coverage.
5. Complex negotiation with carriers on behalf of clients.
6. Process policies, endorsements, and audits as needed.
7. Champion client cross-selling initiatives and develop customer accounts.
8. Represent client interests in internal USI account strategy meetings.
9. Delegate administrative client tasks to assigned Account Representatives.
10. Respond to underwriters’ questions in a timely and professional manner.
11. Maintain a high degree of accuracy in agency management systems.
12. Frequent in-person attendance at face-to-face client meetings, with and without Sales Executives.
13. Regular carrier interaction and frequent face-to-face meetings with underwriters.

Knowledge, Skills and Abilities:

1. 10+ years experience in a Commercial Lines agency. College degree preferred.
2. Expert understanding of Property & Casualty insurance.
3. Must hold a Property & Casualty insurance license.
4. Industry designation such as ARM, CIC, CPCU strongly preferred.
5. Comfortable with internet-based programs and Microsoft Office products.
6. Knowledge of Sagitta / ImageRight preferred, but not required.
7. Strong communication and negotiation skills.
8. Able to work in a fast-paced, team environment with minimal instruction.
9. Keep informed about industry information, technology, and trends.

Why USI?

With more than $2.5 billion in revenue and over 10,000 associates across 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. We invite you to learn more about what makes USI an exceptional place to work!

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.

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.

Deep Community Engagement:

We are committed to giving back to our local communities and supporting a culture of environmental sustainability.

Committed to a Diverse, Equitable, and Inclusive Workplace:

Our award-winning I’m With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities.

Nationally Recognized as a Top Insurance Employer:

• Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
• Recipient of the American Heart Association’s Gold Status for maintaining a culture of health and well-being five years in a row (2018-2022).

USI is committed to providing a full suite of competitive benefits for our growing population and its diverse needs.