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Senior Client Relationship Manager

2 months ago

Houston, Texas, United States USI Holdings Corporation Full time
Overview: The role entails the independent and proactive management of designated Premier Client Accounts within Tiers 2 and 3, focusing on High Net Worth and Affluent clients. Key responsibilities include renewal marketing, addressing client inquiries, and conducting comprehensive annual reviews that assess current and future risk exposures. The position requires adherence to essential functions and service standards established by USI.

Key Responsibilities:
  • Achieve a minimum of 95% client account retention through proactive engagement, including outreach to clients who have transitioned their business.
  • Deliver technical knowledge in insurance products and coverage, staying updated on industry developments to effectively serve both new and existing clients.
  • Ensure timely management of renewal deadlines to prevent coverage lapses.
  • Provide recommendations for insurance programs tailored to client needs.
  • Respond promptly and professionally to inquiries from underwriters.
  • Prepare detailed proposals and summaries of insurance as required.
  • Maintain accuracy in agency management and documentation systems.
  • Guide clients in submitting initial claims reports and ensure 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 relevant coverages, underwriting, and rating principles.
  • High School diploma required; a college degree is preferred.
  • Possession of a state Property & Casualty insurance license is mandatory.
  • Industry designations such as ARM, CIC, CPCU, or CPRIA are preferred, with a commitment to ongoing professional development.
  • 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 high accuracy.
  • Strong organizational skills to prioritize tasks and manage workflow efficiently.
  • Team-oriented mindset with a collaborative approach.
  • Continuous engagement with industry trends, new products, legislation, and technology to enhance knowledge and performance.
  • Effective communication and cooperation with colleagues and clients 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 foster a vibrant culture of personal and professional development, investing in our associates and celebrating their achievements through unique recognition programs.

Exceptional Resources and Support

The USI ONE Advantage distinguishes us in the marketplace, offering clients a comprehensive suite of risk management and benefit solutions that drive financial results. Our strategic approach ensures clarity and demonstrates the positive economic impact of our services.

Recognizing Excellence

In addition to competitive compensation and benefits, USI honors outstanding performance through our Summit Awards program, which acknowledges those who contribute to our brand's success. Our wellness initiatives, scholarships for employees' children, and financial assistance programs reflect our commitment to our associates' well-being.

Community Commitment

We are dedicated to supporting our local communities and promoting environmental sustainability through various initiatives, including partnerships with non-profits and eco-friendly practices.

Diversity and Inclusion

Our award-winning diversity, equity, and inclusion program equips our associates with the knowledge and resources to better serve our diverse clientele and foster an inclusive workplace culture.

Acknowledged as a Top Employer
  • Recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years.
  • Featured in Business Insurance's list of the Best Places to Work in Insurance for four years running.
  • Awarded Gold Status by the American Heart Association for promoting a culture of health and well-being.
USI is committed to offering a comprehensive benefits package tailored to our diverse workforce, including health, wellness, and financial benefits, alongside generous paid time off and family leave policies.