Personal Risk Premier Client Advisor

at USI Insurance Services in Memphis, Tennessee, United States

Job Description

Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates’ children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate 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.

Committed to a Diverse and Inclusive Work Environment
USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, “I’m With U,” advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

· Insurance Business America’s Top Insurance Workplaces, three years in a row (2018-2020).

· Business Insurance’s 2020 list of Best Places to Work in Insurance.

· Forbes Best Large Employers in America (2018-2019).Ranked as one of Forbes Best Large Employers in America (2018-2019).

General Description: Responsible for servicing and managing client accounts
and the retention of assigned Tier 1 Premier clients. Activities include, but
not limited to 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 ClientAccounts by pro-active client engagement including the contacting clients thathave moved business by Broker of Record letters to determine why business waslost by USI.

+ Provide technical expertise (knowledge ofinsurance coverage and products, staying abreast on industry updates andchanges) with service of new and existing clients. Provide expertise in accountdevelopment and/or identifying new exposures and problem solving in accordancewith the objectives and procedures based on USI Core Values and Standards.

+ Complete USI New Business Process for newclients, including establishing a communication plan with the client, reviewingall policies for accuracy, reviewing and delivering welcome packets andreviewing any necessary corrections with both client and carrier.

+ Manage all pre-renewal activities for Premierclients, including delivering annual summary of insurance and scheduling clientmeeting/call to complete annual risk assessment. Holding client renewal meetings/callsto determine changes in exposures or client concerns with current program ormarketplace. Deliver renewal proposal to Premier clients quoting additionallines and/or markets, as applicable.

+ Execute on policy renewals as appropriate; issueproof of insurance as needed, deliver or cancel policies as required. Maintainrenewal expirations, to avoid any lapse in coverage.

+ Respond to underwriters’ questions in a timelyand professional manner.

+ Maintain a high degree of accuracy in agencymanagement and document management systems.

+ Provide direction to clients in submitting firstreports of claims, facilitate prompt response from carrier.

Knowledge,Skills and Abilities:

+ 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 & Casualtyinsurance license

+ Hold an industry designation such as ARM, CIC, CPRIA,CPCU or expected to further industry knowledge through courses with intent topursue an industry designation.

+ Strong written, oral and interpersonalcommunication skills.

+ Knowledge of Sagitta/WorkSmart preferred, butnot required.

+ Ability to work in a fast paced environment witha high degree of accuracy.

+ Sets priorities and manages work flow to ensureefficient, timely and accurate processing of transactions and otherresponsibilities.

+ Ability to work in a team environment.

+ Keep informed regarding industry information,new product information, legislation, coverages and technology to continuouslyimprove knowledge and performance.

+ Interact with others effectively by utilizinggood communication skills, cooperating purposefully and providing informationand guidance, as needed, to achieve the business goals of the company.



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.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status.

EOE including Disability/Veteran

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Job Posting: JC193939980

Posted On: Oct 03, 2021

Updated On: Nov 11, 2021