USI Holdings Corporation
Sr. Client Advisor- Birmingham/Tuscaloosa, AL
USI Holdings Corporation, Mountain Brook, Alabama, United States,
General Description:
Responsible for independently and proactively managing assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but are not limited to renewal marketing, handling client questions and requests, and completing an annual client review with thorough risk assessment of current and future exposures. Required to perform essential functions and meet service standards and Best Practices developed by USI.
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.
Maintain renewal expirations, avoid any lapse in coverage.
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.
Knowledge, Skills and Abilities:
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.
Knowledge of Sagitta/WorkSmart preferred, but not required.
Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.
Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
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.
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!
Job ID:
28998
#J-18808-Ljbffr
Responsible for independently and proactively managing assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but are not limited to renewal marketing, handling client questions and requests, and completing an annual client review with thorough risk assessment of current and future exposures. Required to perform essential functions and meet service standards and Best Practices developed by USI.
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.
Maintain renewal expirations, avoid any lapse in coverage.
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.
Knowledge, Skills and Abilities:
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.
Knowledge of Sagitta/WorkSmart preferred, but not required.
Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.
Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
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.
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!
Job ID:
28998
#J-18808-Ljbffr