Premier Senior Client Advisor

Description and Requirements General Description: Responsible for independently and proactively managing Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include renewal marketing, handling client questions and requests, and completing an annual client review with thorough risk assessment of current and future exposures. Must meet service standards and best practices developed by USI. Provide technical expertise with service of new and existing clients. Maintain renewal expirations and avoid coverage lapses. Make insurance program recommendations. Respond to underwriters’ questions in a timely and professional manner. Prepare proposals and summaries of insurance. Maintain high accuracy in agency and document management systems. Guide clients in submitting first reports of claims and facilitate carrier responses. Identify exposures to loss and recommend appropriate coverage. Responsibilities: Maintain a minimum of 95% retention of Client Accounts by proactive engagement. Provide technical expertise with a consultative approach. Maintain renewal expirations and avoid lapses. Make insurance program recommendations. Respond to underwriters’ questions timely. Prepare proposals and summaries of insurance as needed. Maintain high accuracy in agency management and document systems. Guide clients in reporting claims. Identify loss exposures and recommend coverage. Knowledge, Skills and Abilities: 8 years’ experience in Personal Lines Property & Casualty Insurance. High School Graduate; college degree preferred. Must hold state Property & Casualty insurance license. Industry designation such as ARM, CIC, CPCU, CPRIA or intent to pursue one. Strong written, oral and interpersonal communication skills. Knowledge of Sagitta/WorkSmart preferred. Ability to work in a fast‑paced environment with minimal instruction and high accuracy. Sets priorities and manages workflow efficiently. Team‑oriented. Keeps informed about industry developments. Effective communicator to achieve business goals. Why USI? With approximately $3 billion in revenue and over 10,500 associates across 200 offices, USI is one of the largest brokerage firms. USI invests heavily in professional development and recognizes employee growth through awards and recognition programs. Unrivaled Resources and Support USI ONE Advantage® offers robust risk management and benefit solutions with financial impact. USI ONE® integrates Omni, Network, Enterprise – the three key elements that set USI apart. Industry‑Leading Programs, Rewards, and Recognition USI offers competitive pay, incentives, benefits, employee programs for wellness, education, and financial help. Deep Community Engagement USI supports local communities, environmental sustainability, and partners with eco‑conscious vendors, working together as ONE. Committed to a Diverse and Inclusive Workplace USI’s I’m With U program educates associates to serve diverse clients and communities. Nationally Recognized as a Top Insurance Employer Recognized as one of Insurance Business America’s Top Insurance Employers (2018‑2025). Named to Business Insurance’s Best Places to Work in Insurance (2020‑2025). Named to Fortune’s Best Workplaces in Financial Services & Insurance (2024‑2025). Certified as a Great Place To Work (2024‑2025). USI provides competitive benefits including medical, wellness, dental, vision, 401(k), flexible spending, and health savings accounts, short and long‑term disability, life insurance, paid time off, paid family leave, and 12 paid holidays. This is a Paid Time Off/Paid Sick Leave eligible position offering 18 days per year. It is bonus eligible with a target incentive of 5%. Applications will be accepted on an ongoing basis. #J-18808-Ljbffr