Senior Client Relations Advisor

2 weeks ago

Houston, Texas, United States USI Holdings Corporation Full time
Overview: The role entails the independent and proactive management of designated Premier clients within Client Tiers 2 and 3 (High Net Worth & Affluent). Responsibilities encompass a variety of tasks including renewal marketing, addressing client inquiries, and conducting comprehensive annual reviews that include a detailed risk assessment of current and prospective exposures. The position requires adherence to essential functions and service standards as established by USI.

Key Responsibilities:
  • Achieve a minimum of 95% retention rate for Client Accounts through proactive engagement strategies, including outreach to clients who have transitioned their business away from USI.
  • Deliver technical expertise in insurance coverage and products, remaining informed on industry developments and changes. Employ a consultative approach to identify exposures and resolve issues in alignment with USI's Core Values and Standards.
  • Monitor renewal deadlines to prevent any lapses in coverage.
  • Provide recommendations for insurance programs tailored to client needs.
  • Respond promptly and professionally to inquiries from underwriters.
  • Prepare necessary proposals and summaries of insurance.
  • Ensure a high level of accuracy in agency management and documentation systems.
  • Guide clients in submitting initial claims reports and facilitate swift responses from carriers.
  • Identify potential loss exposures and suggest suitable coverage options.
Qualifications:
  • A minimum of 8 years of experience in Personal Lines Property & Casualty Insurance, with a thorough understanding of all relevant coverages, underwriting, and rating principles.
  • High School diploma required; a college degree is preferred but not mandatory.
  • Possession of a state Property & Casualty insurance license is essential.
  • Industry designations such as ARM, CIC, CPCU, or CPRIA are preferred, or a commitment to pursue further industry education.
  • Excellent written, verbal, and interpersonal communication skills.
  • Familiarity with Sagitta/WorkSmart is advantageous but not essential.
  • Ability to thrive in a fast-paced environment with minimal supervision while maintaining a high degree of accuracy.
  • Proficient in prioritizing tasks and managing workflow to ensure efficient and timely processing of transactions.
  • Capable of collaborating effectively within a team setting.
  • Stay updated on industry trends, new products, legislation, coverages, and technology to enhance knowledge and performance.
  • Demonstrate effective communication skills, fostering cooperation and providing information and guidance to achieve organizational objectives.
Why Choose USI?

USI Holdings Corporation stands as a leader in the insurance brokerage and consulting sector, with over $2.5 billion in revenue and a workforce exceeding 10,000 across more than 200 offices nationwide. We pride ourselves on fostering a dynamic culture of personal and professional development, investing significantly in our associates' growth and success through unique employee recognition programs.

Exceptional Resources and Support

The USI ONE Advantage distinguishes us as a premier firm, offering clients a comprehensive suite of risk management and benefit solutions that deliver tangible financial benefits. This innovative approach encompasses Omni, Network, and Enterprise, enabling us to craft strategic, timely, and effective programs that are easily understood and demonstrate positive economic impacts.

Recognized Programs, Rewards, and Recognition

In addition to competitive compensation and benefits, USI honors its associates through the Summit Awards program, celebrating excellence and outstanding contributions to our brand. Our employee programs promote well-being and recognize exceptional achievements, including our award-winning wellness initiative and financial assistance during challenging times.

Community Engagement

We are dedicated to supporting our local communities and fostering environmental sustainability. Our efforts include volunteering, partnering with eco-conscious vendors, and participating in initiatives that enhance our environmental footprint.

Diversity, Equity, and Inclusion Commitment

Our acclaimed I'm With U program promotes diversity, equity, and inclusion, equipping our associates with the knowledge and resources to better serve clients and communities through targeted education and outreach initiatives.

Award-Winning Workplace
  • Recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years.
  • Featured on Business Insurance's Best Places to Work in Insurance list for four years running.
  • Awarded Gold Status by the American Heart Association for fostering a culture of health and well-being for five consecutive years.
USI is committed to providing a comprehensive suite of competitive benefits tailored to our diverse workforce, including health, wellness, and financial programs, along with generous paid time off and family leave policies.

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