Commercial Lines Service Account Executive

Territory Account Executive – Cleveland, OH

General Description: Manage 20 to 30 large and/or complex Commercial Lines insurance accounts as the day‑to‑day client contact. Activities include new and renewal marketing, fielding questions and requests, and coverage review. Assist Sales Executives team and provide guidance to Account Representatives and/or Account Managers.

• Provide proactive, personalized support to assigned high‑touch, complex Commercial Lines clients.
• Offer insurance technical expertise to clients and members of the Account Management and Sales Executive team.
• Market and place client Commercial Lines insurance renewals.
• With assistance from Account Representatives, prepare client applications for review.
• Determine the most‑appropriate carriers for market pricing.
• Analyze and compare carrier quotes and coverage offerings.
• Make insurance program recommendations to clients.
• Manage client renewal expirations and avoid any lapse in coverage.
• Engage in complex negotiation with carriers on behalf of clients.
• Process policies, endorsements, and audits as needed.
• Champion client cross‑selling initiatives and develop customer accounts.
• Represent client interests in internal USI account strategy meetings.
• Delegate administrative client tasks to assigned Account Representatives.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management systems.
• Attend frequent in‑person face‑to‑face client meetings, with and without Sales Executives.
• Maintain regular carrier interaction and frequent face‑to‑face meetings with underwriters.

• 10+ years experience in a Commercial Lines agency. College degree preferred.
• Expert understanding of Property & Casualty insurance.
• Must hold a Property & Casualty insurance license.
• Industry designation such as ARM, CIC, CPCU strongly preferred.
• Comfortable with internet‑based programs and Microsoft Office products.
• Knowledge of Sagitta / Image Right preferred, but not required.
• Strong communication and negotiation skills.
• Able to work in a fast‑paced, team environment with minimal instruction.
• Keep informed about industry information, technology and trends.

USI is one of the largest insurance brokerage and consulting firms in the world with over $2.7 billion in revenue and 10,000+ associates across 200 offices. USI offers holistic benefits including medical, dental, vision, 401(k), flexible spending, disability, life insurance and generous paid time off, paid family leave and paid holidays. The company is renowned for its employee development, wellness programs, scholarship support, community engagement, and commitment to diversity, equity and inclusion.

USI has received multiple industry awards for workplace excellence.