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Account Executive - Professional Liability Insurance

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Use your strong customer service focus, attention to detail and insurance knowledge to service our Lawyers' Professional Liability small firm accounts including responding to inquiries from clients to ensure service requirements are met or exceeded.

In this role you will be responsible for: Retaining and developing business relationships; Responding to inquiries from clients to ensure service requirements are met or exceeded. Identify client needs and exposures. Counsel clients on appropriate coverage and provide cautionary advice. Documenting company records; Present proposals to clients; Solidify relationships with underwriters and clients; Communicate with underwriters to obtain information or inform them about account status or changes; Negotiate terms of policies with underwriters; Cross sell, round accounts and refer new business opportunities.

Knowledge/Skills and Experience/Education:

  • High School Diploma or G.E.D. is required;
  • Customer Service experience in a call center environment is required;
  • Insurance industry experience servicing accounts is required.
  • Commercial insurance experience is preferred and Professional Liability experience is a PLUS.
  • Property & Casualty License is required, or the ability to successfully obtain P&C license within 45 days of employment.

 Sales and customer service orientation is required. Must be able to develop and maintain strong business relationships as well as the ability to deal effectively with difficult or sensitive situations. Must have excellent organizational skills and attention to detail. Must be able to work independently and as part of a team; be a self starter; and able to multi-task in a busy environment.

 We are USI Affinity, a division of USI Insurance Services, the 3rd largest privately owned broker1 and the 10th largest insurance broker in the world.(Business Insurance Broker Trends and Profiles, 2017). We have been designing comprehensive and innovative insurance solutions for the legal profession for over 50 years and are proud to be the endorsed Lawyers' Professional Liability insurance administrator of more than 30 Bar Associations nationwide along with providers of liability insurance for other professionals.


Job ID: 1797
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