What are the responsibilities and job description for the Account Executive Team Lead - Agency Resources position at USI Insurance?
Job Details
Locations
PA - Newtown Square
Job ID
33005
Description and Requirements
General Description: Responsible for account management of complex commercial property and casualty accounts. Assist with management of the operational activities of the unit/department. Ensure consistent standards of service and professionalism.
Responsibilities:
- Assist employees in setting priorities, developing work plans, and department workload/schedules.
- Serve as a resource to account management team. Answer questions and direct team as needed.
- Identify, plan, and resolve routine department coverage and workload 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.
- High school diploma or graduate equivalent degree required.
- Must hold or will obtain Property & Casualty and/or appropriate business licensure.
- Prior supervisory experience preferred. Ability to manage others effectively.
- Experience managing complex commercial 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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