USI Insurance Services
Account Executive Team Lead - Individual Benefits
USI Insurance Services, Newtown Square, Pennsylvania, United States, 19073
General Description:
Responsible for account management of complex individual benefits products. Assist with management of the operational activities of the unit/department. Ensure consistent standards of service and professionalism.
Responsibilities:Manage employees in setting priorities, developing work plans, and department workload and schedules.Serve as a resource to support account management team. Includes answering questions and guiding and directing team as needed.Identify, plan, and resolve routine department coverage and workload issues. Take necessary action to resolve issues.Maintain quality control of renewal expirations, avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner.Work at a strategic level to develop and retain consultative partnerships with customers/prospects.Develop, execute, and monitor comprehensive customer service plans. Ensure plans reflect the customer's business and risk management goals.Accountable for marketing. Includes advising customers regarding renewals and recommending coverage products/risk control approaches.Contribute to new business development. Identify cross-sell opportunities and seek referrals from existing customers.Manage or direct client accounts/relationships. Ensure retention and growth of book of business.Provide technical support to Program Managers. Includes analyzing client needs, coverage forms, and quotations.Provide technical expertise to new and existing clients. Includes coordinating the servicing of clients through sales, account development, and problem solving.Respond to client requests for information, documents, and general insurance inquiries.Respond to Underwriters questions in a timely and professional manner.Maintain a high degree of accuracy in agency management and document management systems.Identify exposure to loss and recommend appropriate coverages.Knowledge, Skills and Abilities:7 years + of insurance experience.Must hold state property and casualty insurance license.High school diploma or graduate equivalent degree required.Prior managerial experience preferred. Ability to manage others effectively.Experience managing complex property and casualty accounts.Experience developing and maintaining strong working relationships with customers and prospects.Experience effectively marketing to carriers and customers.Working knowledge of Microsoft Office suite of products.Excellent verbal, written, and interpersonal communication skills.Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions.Ability to work effectively in a team environment and across all organizational levels.USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
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Responsible for account management of complex individual benefits products. Assist with management of the operational activities of the unit/department. Ensure consistent standards of service and professionalism.
Responsibilities:Manage employees in setting priorities, developing work plans, and department workload and schedules.Serve as a resource to support account management team. Includes answering questions and guiding and directing team as needed.Identify, plan, and resolve routine department coverage and workload issues. Take necessary action to resolve issues.Maintain quality control of renewal expirations, avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner.Work at a strategic level to develop and retain consultative partnerships with customers/prospects.Develop, execute, and monitor comprehensive customer service plans. Ensure plans reflect the customer's business and risk management goals.Accountable for marketing. Includes advising customers regarding renewals and recommending coverage products/risk control approaches.Contribute to new business development. Identify cross-sell opportunities and seek referrals from existing customers.Manage or direct client accounts/relationships. Ensure retention and growth of book of business.Provide technical support to Program Managers. Includes analyzing client needs, coverage forms, and quotations.Provide technical expertise to new and existing clients. Includes coordinating the servicing of clients through sales, account development, and problem solving.Respond to client requests for information, documents, and general insurance inquiries.Respond to Underwriters questions in a timely and professional manner.Maintain a high degree of accuracy in agency management and document management systems.Identify exposure to loss and recommend appropriate coverages.Knowledge, Skills and Abilities:7 years + of insurance experience.Must hold state property and casualty insurance license.High school diploma or graduate equivalent degree required.Prior managerial experience preferred. Ability to manage others effectively.Experience managing complex property and casualty accounts.Experience developing and maintaining strong working relationships with customers and prospects.Experience effectively marketing to carriers and customers.Working knowledge of Microsoft Office suite of products.Excellent verbal, written, and interpersonal communication skills.Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions.Ability to work effectively in a team environment and across all organizational levels.USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
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