Premier Client Advisor - AZ

Job Details

Locations:
Phoenix, AZ – Tempe, AZ. Job .

Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include renewal marketing, handling client questions and requests, and annual client coverage review. Required to perform essential functions and meet service standards and Best Practices developed by USI.

• Maintain a minimum of 95% retention of Client Accounts by proactive client engagement, including contacting clients that have moved business and using Broker of Record letters to determine why business was lost by USI.
• Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients. Provide expertise in account development and/or identifying new exposures and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
• Complete USI New Business Process for new clients, including establishing a communication plan with the client, reviewing all policies for accuracy, delivering welcome packets, and reviewing any necessary corrections with both client and carrier.
• Manage all pre‑renewal activities for Premier clients, including delivering an annual summary of insurance and scheduling client meetings/calls to complete annual risk assessment. Hold client renewal meetings/calls to determine changes in exposures or client concerns with the current program or marketplace. Deliver renewal proposal to Premier clients quoting additional lines and/or markets, as applicable.
• Execute on policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required. Maintain renewal expirations to avoid any lapse in coverage.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management and document management systems.
• Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.

• Up to 5 years experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.
• High School Graduate. College degree preferred, but not required.
• Must hold state Property & Casualty insurance license.
• Hold an industry designation such as ARM, CIC, CPRIA, CPCU or be expected to pursue one.
• Strong written, oral and interpersonal communication skills.
• Knowledge of Sagitta/Work Smart preferred, but not required.
• Ability to work in a fast‑paced environment with a high degree of accuracy.
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Ability to work in a team environment.
• Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

With more than $2.7 billion in revenue and over 10,000 associates across approximately 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.

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, 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…