USI Insurance Services
Premier Client Advisor
USI Insurance Services, Portland, Oregon, United States, 97204
General Description:
Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but are not limited to, renewal marketing, handling client questions and requests, and annual client coverage review. 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 pro-active client engagement including contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI.Provide technical expertise (knowledge of insurance coverage and products, staying abreast of industry updates and changes) with service of new and existing clients. Provide expertise in account development and/or identifying new exposures and problem-solving in accordance with the objectives and procedures based on USI Core Values and Standards.Complete USI New Business Process for new clients, including establishing a communication plan with the client, reviewing all policies for accuracy, reviewing and delivering welcome packets, and reviewing any necessary corrections with both client and carrier.Manage all pre-renewal activities for Premier clients, including delivering an annual summary of insurance and scheduling client meetings/calls to complete annual risk assessments. Hold client renewal meetings/calls to determine changes in exposures or client concerns with the current program or marketplace. Deliver renewal proposals to Premier clients quoting additional lines and/or markets, as applicable.Execute policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required. Maintain renewal expirations to avoid any lapse in coverage.Respond to underwriters’ questions in a timely and professional manner.Maintain a high degree of accuracy in agency management and document management systems.Provide direction to clients in submitting first reports of claims, facilitating prompt response from the carrier.Knowledge, Skills, and Abilities:Up to 5 years of experience in Personal Lines Property & Casualty Insurance along with a comprehensive understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts.High School Graduate. College degree preferred, but not required.Must hold a state Property & Casualty insurance license.Hold an industry designation such as ARM, CIC, CPRIA, CPCU or be expected to further industry knowledge through courses with the 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 a high degree of accuracy.Set priorities and manage 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.
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Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but are not limited to, renewal marketing, handling client questions and requests, and annual client coverage review. 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 pro-active client engagement including contacting clients that have moved business by Broker of Record letters to determine why business was lost by USI.Provide technical expertise (knowledge of insurance coverage and products, staying abreast of industry updates and changes) with service of new and existing clients. Provide expertise in account development and/or identifying new exposures and problem-solving in accordance with the objectives and procedures based on USI Core Values and Standards.Complete USI New Business Process for new clients, including establishing a communication plan with the client, reviewing all policies for accuracy, reviewing and delivering welcome packets, and reviewing any necessary corrections with both client and carrier.Manage all pre-renewal activities for Premier clients, including delivering an annual summary of insurance and scheduling client meetings/calls to complete annual risk assessments. Hold client renewal meetings/calls to determine changes in exposures or client concerns with the current program or marketplace. Deliver renewal proposals to Premier clients quoting additional lines and/or markets, as applicable.Execute policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required. Maintain renewal expirations to avoid any lapse in coverage.Respond to underwriters’ questions in a timely and professional manner.Maintain a high degree of accuracy in agency management and document management systems.Provide direction to clients in submitting first reports of claims, facilitating prompt response from the carrier.Knowledge, Skills, and Abilities:Up to 5 years of experience in Personal Lines Property & Casualty Insurance along with a comprehensive understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts.High School Graduate. College degree preferred, but not required.Must hold a state Property & Casualty insurance license.Hold an industry designation such as ARM, CIC, CPRIA, CPCU or be expected to further industry knowledge through courses with the 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 a high degree of accuracy.Set priorities and manage 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.
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