Commercial Lines Senior Account Executive

About the Role

Key Responsibilities

• Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with USI Core Values and Standards.
• Understand and contribute to the USI ONE Advantage, Stewardship process, and deliverables via the OMNI engine, participating in strategy meetings.
• Respond to client requests for information, documents, and general insurance inquiries, handling all aspects of Commercial Lines Property & Casualty Insurance.
• Occasionally conduct outside service visits to clients.
• Maintain quality control of renewal expirations to prevent coverage lapses and ensure timely renewals.
• Monitor adherence to service standards through KPI reporting and produce monthly reports on policy renewals, invoicing, open items, workloads, and backlog.
• Identify, plan, and resolve routine department coverage and workload issues, taking necessary corrective actions.
• Perform periodic quality audits as needed.
• Maintain accurate and consistent client files, ensuring proper documentation and communication according to company workflows and best practices.
• Manage a team of two or more employees, including interviewing, hiring, training, performance reviews, and development.
• Handle department issues, set priorities, develop work plans, and approve expense reports.
• Perform other projects or duties as needed.

Requirements

• 5+ years of experience in Commercial Property & Casualty Insurance Agency with comprehensive understanding of coverage, underwriting, and rating concepts.
• High School Graduate; college degree preferred but not required.
• Must hold or be willing to obtain a state Property & Casualty insurance license within an agreed timeframe.
• Industry designations such as ARM, CIC, CPCU or willingness to pursue further industry education.
• Ability to carry out complex tasks with multiple variables.
• Comfort with internet-based programs and intermediate knowledge of Microsoft Office products.
• Knowledge of Sagitta/ImageRight preferred but not required.
• Ability to work in a fast-paced environment with minimal instruction and high accuracy.
• Strong communication skills and ability to work effectively in a team environment.
• Ability to set priorities, manage workflow, and ensure timely, accurate processing of transactions.

Nice to Have

• Prior managerial experience.
• Knowledge of Sagitta/ImageRight.

Qualifications

• High School diploma required; college degree preferred.
• State Property & Casualty insurance license or willingness to obtain one.

Benefits & Perks

• Competitive salary ranging from $150,000 to $170,000 per year, bonus eligible.
• Comprehensive health, wellness, dental, and vision insurance.
• 401(k) plan, flexible spending and health savings accounts.
• Short and long-term disability, life insurance, and other voluntary programs.
• Generous paid time off, paid family leave, and paid holidays.
• Employee recognition programs, wellness initiatives, college scholarships for employees' children, and financial assistance in times of need.