Premier Client Advisor

4 weeks ago


Columbus, Ohio, United States USI Insurance Services Full time
Job Summary

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.
Requirements
  • 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.
About USI Insurance Services

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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