CL Sr Account Manager

Requirements

Manage 20 to 40 mid-to-large sized 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.
• 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.
• Regular in-person attendance at face-to-face client meetings.

Qualifications

• 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.
• Knowledge of Sagitta / ImageRight preferred, but not required.
• Able to work in a fast-paced, team environment with minimal instruction.
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledgeable about industry information, technology and trends.

Skills

• Knowledge of internet-based programs and Microsoft Office products.
• Knowledge of Sagitta / ImageRight.

Benefits

• Comprehensive health, welfare, and financial benefits including 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.
• Generous paid time off policy, paid family leave benefit, and paid holiday time.

Pay

• Competitive pay and incentives.
• Employee reward and recognition programs.

Schedule

• Flexible schedule to accommodate client needs.

Why USI?

• One of the largest insurance brokerage and consulting firms in the world.
• Dynamic personal and professional development culture.
• Unrivaled resources and support through USI ONE Advantage.
• Industry-leading programs, rewards, and recognition.
• Deep community engagement and commitment to environmental sustainability.
• Committed to a diverse and inclusive workplace.
• Nationally recognized as a top insurance employer.