Premier Client Service Specialist

21 hours 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 Premier Client Advisor, you will be responsible for servicing and managing client accounts, with a focus on retaining assigned Tier 1 Premier clients. This role requires strong technical expertise, excellent communication skills, and the ability to work in a fast-paced environment.

Key Responsibilities
  • Maintain a minimum of 95% retention of Client Accounts through proactive client engagement, including contacting clients who have moved business to determine why business was lost.
  • Provide technical expertise and service to new and existing clients, including account development and problem-solving.
  • Complete the USI New Business Process for new clients, including establishing a communication plan, reviewing policies for accuracy, and delivering welcome packets.
  • Manage pre-renewal activities for Premier clients, including delivering annual summaries and scheduling client meetings to complete annual risk assessments.
  • Execute policy renewals as appropriate, issue proof of insurance as needed, and maintain renewal expirations to avoid lapses in coverage.
  • Respond to underwriters' questions in a timely and professional manner.
  • Maintain a high degree of accuracy 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.
  • Hold an industry designation such as ARM, CIC, CPRIA, CPCU, or be expected to further industry knowledge through courses with intent to pursue an industry designation.
  • 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.
  • Ability to work in a team environment.
  • Keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
About USI Insurance Services

USI is one of the largest insurance brokerage and consulting firms in the world, with over $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide. We offer a dynamic personal and professional development culture, with a focus on celebrating our associates' growth and success. Our USI ONE Advantage delivers a robust set of risk management and benefit solutions with bottom-line financial impact.

Why Join USI?

We offer a wide range of benefits, including competitive pay, incentives, and benefits. Our Summit Awards program recognizes excellence in building our brand, and we offer employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We are committed to giving back to our local communities and supporting a culture of environmental sustainability.

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