Account Manager - Commercial Lines
Requirements
Manage 30 to 50 middle-market 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 and Account Executives.
Responsibilities
- Provide proactive, personalized support to assigned Commercial Lines clients.
- Provide insurance technical expertise to clients and other members of the Account Management team.
- Responsible for marketing and placement of client Commercial Lines insurance renewals.
- With assistance from Account Representatives, prepare client applications for review.
- Determine 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.
- Negotiate 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.
- Occasional in-person attendance at face-to-face client meetings.
Knowledge, Skills And Abilities
- 2-5 years experience in a Commercial Lines agency.
- College degree preferred.
- Strong understanding of Property & Casualty insurance.
- Must hold or be willing to earn Property & Casualty insurance license.
- Industry designation such as ARM, CIC, CPCU preferred.
- Comfortable with internet-based programs and Microsoft Office products.
- Knowledge of Sagitta / ImageRight preferred, but not required.
- Able to work in a fast-paced, team environment with minimal instruction.
- Keep informed about industry information, technology and trends.
Pay
Details about pay are not specified in the job posting.
Schedule
Details about schedule are not specified in the job posting.
Benefits
Comprehensive benefits package includes medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Why USI?
USI is one of the largest insurance brokerage and consulting firms in the world, with approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide. USI is committed to providing a full-suite of competitive benefits for its growing population and diverse needs. The company is nationally recognized as a Top Insurance Employer and has been named to Fortune's Best Workplaces in Financial Services & Insurance lists for the last two years. USI is also committed to providing a supportive and inclusive workplace, offering various diversity and inclusion programs and initiatives.