USI Insurance Services
Employee Benefits Strategic Account Executive
USI Insurance Services, Omaha, Nebraska, us, 68197
General Description:
Primary account responsibility for retaining significant book of business. Responsible for managing client satisfaction and ensuring service needs are met. Activities included, but not limited to new and renewal marketing, handling client questions and requests and consistently providing excellent customer service and leadership to accounts.
Responsibilities:Manages or directs a complex book of business over $500K in revenue to ensure retention of the book of business.Provides technical expertise in analyzing client needs, coverage forms and quotations.Establishes Strategic Plan for clients.Establishes general expectations for service model.Responsible for C-Suite relationships.Manages or directs account marketing, generally utilizing established markets but may be responsible for market development.Research market trends, develop strategies and negotiate favorable arrangements and relationships.Manages or directs the development of submissions as well as proposals.Market, place and review of new and renewal insurance programs, including proposal preparation and presentation.Respond to client requests for information, documents, and general insurance inquiries. Handle all aspects of line of business.Respond to underwriters' questions in a timely and professional manner.Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices. Maintain a high degree of accuracy in agency management and document management systems.Generate Client Service Plan and coordinate with team to meet assigned deadlines.Negotiate final terms and conditions with carrier as needed.Identify problems, exposures, summarize and develop strategic solutions with the client by incorporating the company’s culture, mission and future staffing needs into our recommended strategic solutions.Educate, advise and be a technical expert for clients on all line of business insurance topics.Frequent, outside service visits to the client are required.Knowledge, Skills and Abilities:5-10 years experience in Insurance line of business along with comprehensive understanding of insurance line of business coverages, underwriting and rating concepts.High School Graduate. 4 year College degree preferred, but not required.Must hold life and disability insurance license.Hold an industry designation as appropriate for line of business.Strong written, oral and interpersonal communication skills.Strong ability to problem solve, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast-paced environment.Keep informed and further industry education, new product knowledge, legislation, coverages and technology to continuously improve knowledge and performance with the ability to articulate and educate those around them.Strong presentation skills.Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.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.Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.Project a professional image of leadership in action and appearance.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. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.Premier Sales Rewards, Industry-Leading Programs, and Recognition:
In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.Deep Community Engagement:
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.Committed to a Diverse, Equitable, and Inclusive Workplace:
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.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).Visit our Awards and Accolades page for a complete list of industry awards and recognitions.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 family leave benefit as well as paid holiday time.
#J-18808-Ljbffr
Primary account responsibility for retaining significant book of business. Responsible for managing client satisfaction and ensuring service needs are met. Activities included, but not limited to new and renewal marketing, handling client questions and requests and consistently providing excellent customer service and leadership to accounts.
Responsibilities:Manages or directs a complex book of business over $500K in revenue to ensure retention of the book of business.Provides technical expertise in analyzing client needs, coverage forms and quotations.Establishes Strategic Plan for clients.Establishes general expectations for service model.Responsible for C-Suite relationships.Manages or directs account marketing, generally utilizing established markets but may be responsible for market development.Research market trends, develop strategies and negotiate favorable arrangements and relationships.Manages or directs the development of submissions as well as proposals.Market, place and review of new and renewal insurance programs, including proposal preparation and presentation.Respond to client requests for information, documents, and general insurance inquiries. Handle all aspects of line of business.Respond to underwriters' questions in a timely and professional manner.Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices. Maintain a high degree of accuracy in agency management and document management systems.Generate Client Service Plan and coordinate with team to meet assigned deadlines.Negotiate final terms and conditions with carrier as needed.Identify problems, exposures, summarize and develop strategic solutions with the client by incorporating the company’s culture, mission and future staffing needs into our recommended strategic solutions.Educate, advise and be a technical expert for clients on all line of business insurance topics.Frequent, outside service visits to the client are required.Knowledge, Skills and Abilities:5-10 years experience in Insurance line of business along with comprehensive understanding of insurance line of business coverages, underwriting and rating concepts.High School Graduate. 4 year College degree preferred, but not required.Must hold life and disability insurance license.Hold an industry designation as appropriate for line of business.Strong written, oral and interpersonal communication skills.Strong ability to problem solve, make independent decisions with minimal oversight, set and meet deadlines, communicate, negotiate, work under pressure, organize, prioritize, manage multiple tasks and operate in a fast-paced environment.Keep informed and further industry education, new product knowledge, legislation, coverages and technology to continuously improve knowledge and performance with the ability to articulate and educate those around them.Strong presentation skills.Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.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.Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.Project a professional image of leadership in action and appearance.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. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.Premier Sales Rewards, Industry-Leading Programs, and Recognition:
In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.Deep Community Engagement:
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.Committed to a Diverse, Equitable, and Inclusive Workplace:
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.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).Visit our Awards and Accolades page for a complete list of industry awards and recognitions.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 family leave benefit as well as paid holiday time.
#J-18808-Ljbffr