Producer - Account Executive - Employee Benefits - Phoenix, United States - USI Holdings Corporation

Mark Lane

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Mark Lane

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Description

General Description:
The Producer Account Executive is responsible for maintaining the relationship on their book of business


Responsibilities:


  • Maintain a book of business that is over 500k in revenue
  • Act as the Account Executive on client accounts
  • Establishes Strategic Plan for clients
  • Establishes general expectations for service model
  • Responsible for C-Suite relationships
  • Strategize with sales leader and senior account staff to retain a minimum of 92% of business year over year utilizing the OMNI and Risk Assessment as part of our "Keep" process
  • Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issues
  • Prepare for and participate actively in the Get, Prep, Close and Keep meetings and individual Producer 1:1 meetings.
  • Create positive synergy and pursue cross selling opportunities with other practices (Property/Casualty, EB, USICG, etc.) to enhance prospect and client relationships.
  • Manage overall client relationship; Drive consistent and predictable profitability, client satisfaction and organic growth.
  • Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace.
  • Positively and proactively represent USI in meetings, seminars, trade shows and networking events.
  • Work collaboratively with the account management team and national/regional resources to maximize results.
  • Understand and communicate client objectives to account management personnel.
  • Drive appropriate staff utilization for assigned book of business and collaborate with account management staff to keep current.

Knowledge, Skills and Abilities:

  • 35 years in insurance brokerage, carrier, or related business to business sales experience
  • Must be personable and highly motivated to grow personal success
  • Superior written and verbal communication and presentation skills.
  • Excellent organizational and followup skills.
  • Strong understanding of Employee Benefits or Property and Casualty
  • A consultative, positive and resourceful approach to dealing with prospect, clients and associates
  • Highly developed organization and time management skills
  • Excellent listening skills with strong customer focus.
  • Goal orientated
  • Ability to deal with senior level management and have a top level executive presence
  • College degree and current insurance licensing are preferred.

Why USI?

  • With more than $2.5 billion in revenue and over 10,000 associates across 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 oneofakind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work

Unrivaled Resources and Support

  • What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a gamechanging value proposition that delivers to clients a robust set of risk management and benefit solutions with bottomline 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 risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Premier Sales Rewards, Industry-Leading Programs, and Recognition

  • In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our awardwinning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

  • We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local nonprofit organizations, animal shelters, and environmental beautification and restoration projects to partnering with ecoconscious vendors and taking steps to reduce our own environmental footprint we're working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

  • Our awardwinning I'm With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and t

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