EB Team Account Executive

EB Team Account Executive

The EB Team Account Executive is responsible for retaining and growing a significant book of business by managing client relationships and service needs. You will play a key role in new and renewal marketing, addressing client inquiries, and supporting Sales Executives to ensure client satisfaction and business growth.

• Develop strategic plans, set service expectations, and manage client relationships to drive retention, growth, and profitability.
• Build and maintain relationships with C‑Suite executives.
• Provide technical support to Sales Executives, including coverage analysis and quotations, and coordinate internal service for new and existing clients.
• Oversee account marketing, including submissions, proposals, and placement for new and renewal business. Research market trends and negotiate favorable terms.
• Apply expertise in USI ONE Advantage, Stewardship process, and Omni deliverables; contribute to strategy meetings.
• Identify cross‑selling opportunities across practices and maintain regular client engagement through visits.
• Ensure accurate documentation and compliance within agency and document management systems.
• Partner with leadership to select account management staff and subject matter experts for sales presentations.
• Develop and execute sales and marketing strategies to enhance USI’s market position; represent USI at industry events.
• Collaborate with account management teams and national/regional resources to maximize results. Communicate client goals and ensure optimal resource utilization.
• Respond promptly to underwriter inquiries and engage USI resources as needed. Stay current on industry trends, products, legislation, and technology.

• 10+ years of experience in insurance brokerage, carrier, or related B2B sales.
• College degree and current insurance license preferred.
• Strong understanding of Employee Benefits or Property & Casualty.
• Ability to engage senior‑level management with executive presence.
• Highly motivated, goal‑oriented, and able to work independently in a fast‑paced environment.
• Exceptional communication, presentation, organizational, and follow‑up skills.
• Consultative and resourceful approach with excellent customer focus and listening skills.
• Proficient in Microsoft Office; familiarity with Sagitta/Image Right is a plus.
• Ability to prioritize, manage workflows, and maintain accuracy.
• Team‑oriented with strong relationship‑building skills.

#LI-CS4
#Hybrid