CL Account Executive

Position

CL Account Executive at USI Insurance Services

Manage 20 to 30 large and/or complex Commercial Lines insurance accounts as the day‑to‑day client contact. Activities include new and renewal marketing, fielding questions and requests, coverage review, and providing guidance to Account Representatives and/or Account Managers.

• Provide proactive, personalized support to assigned high‑touch, complex Commercial Lines clients.
• Provide insurance technical expertise to clients and members of the Account Management and Sales Executive team.
• Responsible for marketing and placement of client Commercial Lines insurance renewals.
• With assistance from Account Representatives, prepare client applications for review.
• Determine most‑appropriate carriers for market pricing.
• Analyze and compare carrier quotes and coverage offerings.
• Make insurance program recommendations to clients.
• Manage client renewal expirations and avoid any lapse in coverage.
• Complex negotiation with carriers on behalf of clients.
• Process policies, endorsements and audits as needed.
• Champion client cross‑selling initiatives and develop customer accounts.
• Represent client interests in internal USI account strategy meetings.
• Delegate administrative client tasks to assigned Account Representatives.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management systems.
• Frequent in‑person attendance at face‑to‑face client meetings, with and without Sales Executives.
• Regular carrier interaction and frequent face‑to‑face meetings with underwriters.

• 10+ years experience in a Commercial Lines agency. College degree preferred.
• Expert understanding of Property & Casualty insurance.
• Must hold a Property & Casualty insurance license.
• Industry designation such as ARM, CIC, CPCU strongly preferred.
• Comfortable with internet‑based programs and Microsoft Office products.
• Knowledge of Sagitta / Image Right preferred but not required.
• Strong communication and negotiation skills.
• Able to work in a fast‑paced, team environment with minimal instruction.
• Keep informed about industry information, technology and trends.

Work location may be hybrid.

USI offers competitive pay, incentives, benefits, and a range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), HSAs, disability, life insurance, generous paid time off, paid family leave, and paid holiday time.

With approximately $3 billion in revenue and over 10,500 associates across 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. USI ONE Advantage® provides clients with robust risk‑management solutions and bottom‑line financial impact. The company is recognized for its dynamic professional development culture, employee reward and recognition programs, and community engagement initiatives.