Premier Client Advisor
4 weeks ago
We are seeking a highly skilled and experienced Premier Client Advisor to join our team at USI Insurance Services. As a key member of our client service team, you will be responsible for servicing and managing client accounts, with a focus on retaining Tier 1 Premier clients. This is a dynamic and challenging role that requires strong technical expertise, excellent communication skills, and a customer-centric approach.
Key Responsibilities- Maintain a high level of client satisfaction through proactive engagement and timely resolution of client inquiries and requests.
- Provide technical expertise and guidance to clients on insurance coverage and products, staying up-to-date on industry updates and changes.
- Develop and implement effective account development strategies to identify new business opportunities and grow existing client relationships.
- Manage the renewal process for Premier clients, including delivering annual summaries, scheduling client meetings, and executing policy renewals.
- Respond to underwriters' questions in a timely and professional manner, ensuring seamless communication and resolution.
- Maintain accurate and up-to-date records in agency management and document management systems.
- Up to 5 years of experience in Personal Lines Property & Casualty Insurance, with a comprehensive understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts.
- High School Graduate; College degree preferred but not required.
- Must hold a state Property & Casualty insurance license.
- Industry designation such as ARM, CIC, CPRIA, CPCU, or expected to further industry knowledge through courses.
- Strong written, oral, and interpersonal communication skills.
- Knowledge of Sagitta/WorkSmart preferred but not required.
- Ability to work in a fast-paced environment with a high degree of accuracy and attention to detail.
- Ability to work in a team environment and prioritize tasks to meet deadlines.
USI Insurance Services is a leading insurance brokerage and consulting firm with over $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide. We offer a dynamic and supportive work environment, with a focus on professional development and growth opportunities. Our award-winning I'm With U diversity, equity, and inclusion program educates our associates to better understand and serve our clients, prospects, fellow team members, and local communities. We are committed to providing a full suite of competitive benefits for our growing population and its diverse needs.
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