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USI Insurance Services · 4 days ago

Premier Sr. Client Advisor - CA

United States

Full-time

Remote

Senior Level, Lead/Staff

$60K/yr - $85K/yr

8+ years exp

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, with a strong focus on personal and professional development. The Premier Sr. Client Advisor will independently manage assigned Premier clients in Tiers 2 and 3, ensuring high retention rates through proactive engagement and expert consultation on insurance coverage.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

Responsibilities

Maintain a minimum of 95% retention of Client Accounts by proactive client engagement to retain accounts; including contacting clients that have moved business by Broker of Record letter to determine why business was lost by USI

Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients. Consultative approach providing expertise in identifying exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards

Handle all aspects of Personal Lines insurance. In person client meetings for Tier 3 Clients, more complex exposures or at the client’s request

Expertise in value propositions and providing solutions to manage clients’ gaps in coverage. Practice of relationship and solutions-based client engagement

Maintain renewal expirations, avoid any lapse in coverage

Responsible for marketing submissions to carriers, including application preparation, loss analysis and including other pertinent information for professional, quality renewal submissions. Submit to eligible and appropriate carriers and follow-up to ensure timely receipt of quotes and policies. Analyze and compare carrier quotes for proper coverages, terms and conditions. Make insurance program recommendations

Respond to underwriters’ questions in a timely and professional manner

Prepare proposals and summaries of insurance, as needed

Maintain a high degree of accuracy in agency management and document management systems

Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier

Identify exposure to loss and recommend appropriate coverage

Qualification

Personal Lines InsuranceProperty & Casualty InsuranceInsurance LicenseIndustry DesignationClient EngagementMicrosoft OfficeCommunication SkillsProblem SolvingTeamworkTime Management

Required

8 years' experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts

High School Graduate. College degree preferred, but not required

Must hold state Property & Casualty insurance license

Hold an industry designation such as ARM, CIC, CPCU, CPRIA or expected to further industry knowledge through courses with intent to pursue an industry designation

Strong written, oral and interpersonal communication skills

Ability to carry out complex tasks with many concrete and abstract variables

Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft office products

Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy

Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities

Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts

Ability to work in a team environment

Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance

Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company