Personal Risk Premier Client Advisor I

Job Description

Requirements Description and Requirements 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. Responsibilities - Maintain a minimum of 95% retention of Client Accounts by pro-active client engagement including the contacting clients that have moved business by 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, reviewing and delivering welcome packets and reviewing any necessary corrections with both client and carrier. - Manage all pre-renewal activities for Premier clients, including delivering annual summary of insurance and scheduling client meeting/call to complete annual risk assessment. Holding client renewal meetings/calls to determine changes in exposures or client concerns with current program or marketplace. Deliver renewal proposal to Premier clients quoting additional lines and/or markets, as applicable. Show More