Commercial Lines Account Manager, Select

About the role

Manage and coordinate all service activities for commercial lines clients with $5,000 in revenue or below. Serve as primary contact, responsible for developing and maintaining strong client relationships. Understand and execute marketing, analyze options, present recommendations, and implement insurance programs. Maintain 92% or above retention on assigned book of business.

Responsibilities

• Accountable for the client relationship, account retention, and developing a comprehensive and competitive insurance program.
• Work independently to inform and educate clients on policy changes, exclusions, insurance coverages, and insurance industry trends.
• Respond to client and insurance carrier requests within agreed upon timeframes.
• Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.
• Negotiate renewal and/or new line of coverage with knowledge of carrier underwriting guidelines.
• Prepare proposals and summaries of insurance, as needed.
• Assist clients with claims reporting.
• Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments.
• Request cancellations in accordance with company standards.
• Manage client account in accordance with USI guidelines and key performance indicators.
• Keep current on industry information, technology, and trends.

Requirements

• 2 years of experience in a Commercial Property & Casualty insurance agency.
• College degree preferred.
• Must hold Property and Casualty insurance license.
• Hold an industry designation or be willing to further industry knowledge through courses.
• Knowledge of Sagitta/ImageRight preferred.
• Strong written, verbal, and interpersonal communication skills.
• Comfortable with internet-based programs and Microsoft Office products.
• Ability to work in a fast-paced, team environment with minimal instruction and a high degree of accuracy.

Benefits

• USI ONE Advantage® delivering risk management and benefit solutions with bottom-line financial impact.
• Industry‑leading programs, rewards, and recognition (Summit Awards program).
• Employee programs recognizing outstanding achievement and supporting healthy, productive lives.
• Award‑winning wellness program, college scholarships for associates' children, financial assistance in times of need.
• Deep community engagement: support for local non‑profits, animal shelters, environmental projects, eco‑conscious vendors, and sustainability initiatives.
• Committed to a diverse and inclusive workplace through the I’m With U program, education, training, support, and outreach.
• Nationally recognized as a top insurance employer (Insurance Business America Top Insurance Employers 2018‑2025, Business Insurance Best Places to Work in Insurance 2020‑2025, Fortune Best Workplaces in Financial Services & Insurance 2024‑2025, Great Place To Work certified 2024‑2025).
• Full‑suite of competitive benefits: medical, wellness, dental, 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.