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Employee Benefits

3 months ago

Dallas, United States USI Insurance Services Full time
General Description: The Producer Account Executive is responsible for maintaining the relationship on their book of business

Responsibilities:

  • Maintain a book of business that is over 500k in revenue
  • Act as the Account Executive on client accounts
  • Establishes Strategic Plan for clients
  • Establishes general expectations for service model
  • Responsible for C-Suite relationships
  • Strategize with sales leader and senior account staff to retain a minimum of 92% of business year over year utilizing the OMNI and Risk Assessment as part of our “Keep” process
  • Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issues
  • Prepare for and participate actively in the Get, Prep, Close and Keep meetings and individual Producer 1:1 meetings.
  • Create positive synergy and pursue cross selling opportunities with other practices (Property/Casualty, EB, USICG, etc.) to enhance prospect and client relationships.
  • Manage overall client relationship; Drive consistent and predictable profitability, client satisfaction and organic growth.
  • Collaborate with leaders in the selection of appropriate account management staff and subject matter experts in order to effectively conduct sales presentations to prospects with subject matter experts for each opportunity
  • Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI’s position in the marketplace.
  • Positively and proactively represent USI in meetings, seminars, trade shows and networking events.
  • Work collaboratively with the account management team and national/regional resources to maximize results.
  • Understand and communicate client objectives to account management personnel.
  • Drive appropriate staff utilization for assigned book of business and collaborate with account management staff to keep current.

Knowledge, Skills and Abilities:

  • 3-5 years in insurance brokerage, carrier, or related business to business sales experience

· Must be personable and highly motivated to grow personal success

  • Superior written and verbal communication and presentation skills.
  • Excellent organizational and follow-up skills.

· Strong understanding of Employee Benefits or Property and Casualty

  • A consultative, positive and resourceful approach to dealing with prospect, clients and associates
  • Highly developed organization and time management skills
  • Excellent listening skills with strong customer focus.
  • Goal orientated
  • Ability to deal with senior level management and have a top level executive presence
  • College degree and current insurance licensing are preferred.

Why USI? With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work
Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace Our award-winning diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
  • Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
  • Visit our for a complete list of industry awards and recognitions

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .