PG Account Executive

PG Account Executive

USI Insurance Services | Dallas, TX

Responsible for account management of complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review.

• Work at a strategic level to develop and retain consultative partnerships with customers/prospects.
• Develop, execute, and monitor comprehensive customer service plans. Ensure plans reflect the customer’s business and risk management goals and objectives.
• Accountable for marketing. Includes advising customers regarding renewals and recommending coverage products/risk control approaches.
• Contribute to new business development. Identify cross-sell opportunities and seek referrals from existing customers.
• Manage or direct client accounts/relationships. Ensure retention and growth of book of business.
• Provide technical support to Program Managers. Includes analyzing client needs, coverage forms, and quotations.
• Provide technical expertise to new and existing clients. Includes coordinating the servicing of clients through sales, account development, and problem solving.
• Respond to client requests for information, documents, and general insurance inquiries.
• Respond to Underwriters questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management and document management systems.
• Identify exposure to loss and recommend appropriate coverages.
• Provide leadership and guidance to less experienced staff as needed.

• 7+ years of insurance experience.
• High school diploma or graduate equivalent degree required.
• Must hold or will obtain Property & Casualty and/or appropriate business licensure.
• Experience managing complex commercial property and casualty accounts.
• Experience developing and maintaining strong working relationships with customers and prospects.
• Experience effectively marketing to carriers and customers.
• Working knowledge of Microsoft Office suite of products.
• Excellent verbal, written, and interpersonal communication skills.
• Strong problem-solving skills. Ability to comprehend customer needs and recommend solutions.
• Ability to work effectively in a team environment and across all organizational levels.
• Ability to be flexible and adaptable to changing priorities and deadlines.

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.

Mid-Senior level

Full-time

Sales and Business Development

Insurance