General Description. Manage and coordinate all service activities for commercial lines clients under $20K in revenue. Serve as primary contact, responsible for developing and maintaining strong client relationships. Understand and execute marketing, analyze options, present recommendations, and implement insurance programs. Maintain 92% or above retention on assigned book of business. Responsibilities. Accountable for the client relationship, acc...
General Description. Manage and coordinate all service activities for commercial lines clients under $20K in revenue. Serve as primary contact, responsible for developing and maintaining strong client relationships. Understand and execute marketing, analyze options, present recommendations, and implement insurance programs. Maintain 92% or above retention on assigned book of business. Responsibilities. Accountable for the client relationship, acc...
General Description. Manage and coordinate all service activities for commercial lines clients under $20K in revenue. Serve as primary contact, responsible for developing and maintaining strong client relationships. Understand and execute marketing, analyze options, present recommendations, and implement insurance programs. Maintain 92% or above retention on assigned book of business. Responsibilities. Accountable for the client relationship, acc...
General Description: Primary account responsibility for retaining significant Surety book of business. Responsible for managing client service needs. Activities include, but not limited to new and renewal marketing and handling client questions and requests. Responsibilities include aiding Sales Executives. Required to perform essential functions and meet service standards and Best Practices developed by USI. Responsibilities. Manage or direct cl...
General Description. Manage a book of brokers and their business as assigned. Responsible for coordination of day-to-day customer service and supporting the broker-Emerson Rogers relationship. Act as a liaison between the insurance carrier and broker. Assist with training brokers and perform rate/renewal analysis. The Broker Consultant is encouraged to visit the top brokers on a regular schedule as directed by management. Responsibilities. Work w...
General Description. The DC Administrator supports the Defined Contribution consultants with administrative tasks. Responsibilities. Assistance with record-keeping for client plans including. Process distribution and loan requests so checks are sent within 7-10 business days of receipt, including transaction entry, payment processing, check register review, follow up with Wells Fargo as needed. Print, collate & perform word processing for adminis...
General Description: Our Bilingual Customer Service Rep acts as a Benefit Specialist and the primary job is to help clients and their employees with benefit or claim questions and to log all calls for tracking and reporting purposes. Major Responsibilities. Function as primary resource for clients and their employees with benefit or claim questions. Investigate and solve claim problems. Log all calls into Call Center database for tracking and rep...
General Description. Outside sales consulting position responsible for all aspects of the sales process from prospecting to closing business. Responsible for seeking out new relationships with various plan sponsors, centers of influence and strategic partners. Focus on retirement planning to include Investment Advisory, Defined Benefit, non-qualified plans and Defined Contribution solutions. Your responsibilities will include. Primary focus on ne...
Why USI. Ready to join an innovative, industry-leading sales organization. Accelerate your success with USI. With over $2 billion in revenue and more than 9,000 associates located in approximately 200 offices across the country, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we take your success seriously, and our leadership team is dedicated to helping you win and keep business. We have created one of th...
