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Client Relationship Executive

2 months ago

Vincennes, Indiana, United States USI Insurance Services Full time
Overview: The Employee Benefits Account Executive plays a pivotal role in nurturing and managing client relationships within their designated portfolio.

Key Responsibilities:

  • Oversee a portfolio generating substantial revenue, exceeding $500,000.
  • Serve as the primary Account Executive for client accounts.
  • Develop and implement a Strategic Plan tailored to client needs.
  • Set clear expectations for the service delivery model.
  • Cultivate relationships with C-Suite executives.
  • Collaborate with sales leadership and senior account teams to achieve a retention rate of at least 92% year-over-year, utilizing the OMNI and Risk Assessment methodologies.
  • Exhibit strategic insight and innovation, leveraging market knowledge, carrier insights, and product understanding, including key technical and financial considerations.
  • Actively participate in Get, Prep, Close, and Keep meetings, as well as individual Producer meetings.
  • Foster positive collaboration and seek cross-selling opportunities across various practices (Property/Casualty, Employee Benefits, USICG, etc.) to enhance client relationships.
  • Manage the overall client relationship, ensuring consistent profitability, client satisfaction, and organic growth.
  • Work alongside leadership to select suitable account management personnel and subject matter experts for effective sales presentations.
  • Design and execute sales and marketing strategies, along with regular communications to enhance USI's market position.
  • Represent USI positively and proactively at meetings, seminars, trade shows, and networking events.
  • Collaborate with the account management team and national/regional resources to maximize outcomes.
  • Clearly communicate client objectives to account management teams.
  • Ensure optimal staff utilization for the assigned portfolio and work with account management to stay updated.

Qualifications:

  • 3-5 years of experience in insurance brokerage, carrier operations, or related business-to-business sales.
  • Must possess a personable demeanor and a strong drive for personal and professional growth.
  • Exceptional written and verbal communication skills, along with strong presentation abilities.
  • Excellent organizational skills and follow-up capabilities.
  • Profound understanding of Employee Benefits.
  • A consultative, positive, and resourceful approach when engaging with prospects, clients, and colleagues.
  • Highly developed organizational and time management skills.
  • Strong listening skills with a focus on customer satisfaction.
  • Goal-oriented mindset.
  • Ability to engage with senior management and maintain a professional executive presence.
  • A college degree and current insurance licensing are preferred.

Why Choose USI?

USI Insurance Services stands out as a leading insurance brokerage and consulting firm, boasting over $2.5 billion in revenue and a workforce of more than 10,000 associates across 200+ offices nationwide. We pride ourselves on fostering a dynamic culture of personal and professional development, investing significantly in our associates and celebrating their achievements through unique reward and recognition programs.

Comprehensive Resources and Support: USI ONE, our innovative value proposition, equips clients with a comprehensive suite of risk management and benefit solutions that yield significant financial benefits. This strategic approach enables us to deliver timely and effective programs in easily understandable terms, showcasing their positive economic impact.

Recognition and Rewards: Alongside competitive compensation and benefits, USI acknowledges our top sales professionals through various recognition programs, rewarding outstanding performance and promoting a healthy work-life balance.

Community Engagement: We are dedicated to supporting our local communities and fostering environmental sustainability through volunteerism and partnerships with eco-conscious organizations.

Diversity and Inclusion Commitment: Our award-winning diversity, equity, and inclusion initiatives empower our associates to better serve our clients and communities through targeted education and outreach efforts.

Comprehensive Benefits: USI offers a full suite of competitive benefits tailored to meet the diverse needs of our growing workforce, including health, wellness, and financial programs.