General Description: The Account Director/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 revenueAct as the Account Executive on client accountsEstablishes Strategic Plan for clientsEstablishes general expectations for service modelResponsible for C-Suite relationshipsStrategize 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” processDemonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issuesPrepare for and participate actively in the Get, Prep, Close and Keep meetings and individual Producer 1:1 meetingsCreate positive synergy and pursue cross selling opportunities with other practices (Property/Casualty, EB, USICG, etc.) to enhance prospect and client relationshipsManage overall client relationship; Drive consistent and predictable profitability, client satisfaction and organic growthCollaborate with leaders in the selection of appropriate account management staff and subject matter experts in order to effectively conduct sales presentations to prospects with subject matter experts for each opportunitySuccessfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI’s position in the marketplacePositively and proactively represent USI in meetings, seminars, trade shows and networking eventsWork collaboratively with the account management team and national/regional resources to maximize resultsUnderstand 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:

3-5 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 skillsExcellent organizational and follow-up skills

·         Strong  understanding of Employee Benefits 

A consultative, positive and resourceful approach to dealing with prospect, clients and associatesHighly developed organization and time management skillsExcellent listening skills with strong customer focusGoal orientatedAbility to deal with senior level management and have a top level executive presenceCollege degree and current insurance licensing are preferred

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