Commercial Lines Account Manager, Select
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include only sections with real specific content. The posting includes: Requirements Description and Requirements General Description (some duplication). Then Responsibilities. Then Knowledge, Skills And Abilities (which could be Skills/Qualifications). Then "Why USI?" which includes benefits, programs, etc. There's also mention of benefits: "USI is committed to providing a full-suite of competitive benefits..." etc. So we can have sections: Responsibilities, Requirements (maybe combine Knowledge, Skills And Abilities as Requirements or Qualifications), Benefits (from Why USI? and benefits paragraph). Also maybe "About the role" could be from the initial description: "Manage and coordinate all service activities for commercial lines clients $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." That's like a summary of role. Could be About the role.
We must not repeat job title as heading. No Job ID. Remove boilerplate like EEO etc. There's none.
We need to preserve all substantive info. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to decide sections: About the role (h3), Responsibilities (h3), Requirements (h3) maybe includes experience, education, license, designation, knowledge of Sagitta/ImageRight, skills. Benefits (h3) includes benefits description, wellness program, etc. Possibly also "Why USI?" could be part of Benefits or separate "About USI"? But we only have allowed headings list; we could use "About the role", "Responsibilities", "Requirements", "Benefits". Pay and Schedule not present, so omit.
We need to ensure we don't create sections with filler like "commensurate with experience". Not present.
Now extract content.
About the role: The first paragraph: "Manage and coordinate all service activities for commercial lines clients $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."
That's prose; could be
.
Responsibilities: list bullet points from "Responsibilities" section. Let's extract each sentence after "Responsibilities". The text:
"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."
We'll put each as
- .
Requirements: from "Knowledge, Skills And Abilities" plus maybe earlier "Requirements Description and Requirements General Description" which is vague. Let's parse:
"Knowledge, Skills And Abilities
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."
We'll treat as requirements. Could also split into Requirements and Skills but we have only one heading allowed? We could use "Requirements" for experience/education/license, and "Skills" for skills. But we have allowed headings: Skills. So we could split: Requirements (experience, education, license, designation, Sagitta/ImageRight) and Skills (communication, MS Office, fast-paced). However the instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can use both Requirements and Skills. Let's do that.
Thus:
Requirements (h3): list items: 2 years experience in 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.
Skills (h3): list items: 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 (h3): from "Why USI?" and benefits paragraph. Need to capture all substantive info: USI size, development culture, reward programs, USI ONE Advantage, USI ONE® description, Industry-Leading Programs, Rewards, and Recognition (Summit Awards, wellness program, college scholarships, financial help), Deep Community Engagement, Committed to a Diverse and Inclusive Workplace (I’m With U program), Nationally Recognized as a Top Insurance Employer (list of awards), Benefits: full-suite competitive benefits: medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, other unique employer-sponsored and voluntary programs, generous paid time off policy, paid family leave benefit, paid holiday time.
We should preserve all that. Could format as - for each bullet? The text is prose; we could break into list items for readability. But we must not invent or summarize away detail. We can keep as
paragraphs, but the instruction says use
- for any list of duties/requirements/benefits. Benefits is a list, so we should use
- . However the benefits description includes multiple items; we can split into list items.
We need to ensure we don't lose any detail. Let's extract benefits details:
- Approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide.
- One of the largest insurance brokerage and consulting firms in the world.
- Dynamic personal and professional development culture.
- Invest heavily in associates; celebrate growth and success through employee reward and recognition programs.
- USI ONE Advantage®: robust set of risk management and benefit solutions with bottom-line financial impact; USI ONE® represents Omni, Network, Enterprise.
- Through USI ONE, develop strategic, timely, and effective risk management and benefit programs in easy-to-understand terms; demonstrate positive economic impact.
- Industry-Leading Programs, Rewards, and Recognition: competitive pay, incentives, benefits; Summit Awards program rewarding excellence; employee programs recognizing outstanding achievement; award-winning wellness program; college scholarships for associates' children; financial help in times of need.
- Deep Community Engagement: giving back to local communities, supporting environmental sustainability; sharing time, talent, resources to support local non-profits, animal shelters, environmental beautification/restoration; partnering with eco-conscious vendors; reducing environmental footprint.
- Committed to a Diverse and Inclusive Workplace: award-winning I’m With U diversity and inclusion program educates associates to better understand and serve clients, prospects, team members, communities through curated education/training resources, employee support programs, community outreach initiatives.
- Nationally Recognized as a Top Insurance Employer: Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025); Business Insurance’s annual list of Best Places to Work in Insurance six years in a row (2020-2025); Fortune’s Best Workplaces in Financial Services & Insurance list for last two years (2024-2025); Certified as a Great Place To Work two years in a row (2024-2025).
- Visit Awards and Accolades page for complete list.
- Full-suite of competitive benefits: medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, other unique employer-sponsored and voluntary programs.
- Generous paid time off policy, paid family leave benefit, paid holiday time.
We'll put each as
- . Ensure we don't omit any.
Now construct HTML:
About the role
Manage and coordinate all service activities for commercial lines clients $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.
Skills
- 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
- Approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide; one of the largest insurance brokerage and consulting firms in the world.
- Dynamic personal and professional development culture; heavy investment in associates with employee reward and recognition programs celebrating growth and success.
- USI ONE Advantage®: a robust set of risk management and benefit solutions delivering bottom‑line financial impact; USI ONE® represents Omni, Network, Enterprise.
- Through USI ONE, develop strategic, timely, and effective risk management and benefit programs in easy‑to‑understand terms, demonstrating positive economic impact.
- Industry‑Leading Programs, Rewards, and Recognition: competitive pay, incentives, and benefits; Summit Awards program rewarding excellence; employee programs recognizing outstanding achievement; award‑winning wellness program; college scholarships for associates’ children; financial help in times of need.
- Deep Community Engagement: giving back to local communities and supporting environmental sustainability through time, talent, resources for non
for prose. We need to decide sections: About the role (h3), Responsibilities (h3), Requirements (h3) maybe includes experience, education, license, designation, knowledge of Sagitta/ImageRight, skills. Benefits (h3) includes benefits description, wellness program, etc. Possibly also "Why USI?" could be part of Benefits or separate "About USI"? But we only have allowed headings list; we could use "About the role", "Responsibilities", "Requirements", "Benefits". Pay and Schedule not present, so omit. We need to ensure we don't create sections with filler like "commensurate with experience". Not present. Now extract content. About the role: The first paragraph: "Manage and coordinate all service activities for commercial lines clients $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." That's prose; could be
. Responsibilities: list bullet points from "Responsibilities" section. Let's extract each sentence after "Responsibilities". The text: "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." We'll put each as
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can use both Requirements and Skills. Let's do that.
Thus:
Requirements (h3): list items: 2 years experience in 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.
Skills (h3): list items: 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 (h3): from "Why USI?" and benefits paragraph. Need to capture all substantive info: USI size, development culture, reward programs, USI ONE Advantage, USI ONE® description, Industry-Leading Programs, Rewards, and Recognition (Summit Awards, wellness program, college scholarships, financial help), Deep Community Engagement, Committed to a Diverse and Inclusive Workplace (I’m With U program), Nationally Recognized as a Top Insurance Employer (list of awards), Benefits: full-suite competitive benefits: medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, other unique employer-sponsored and voluntary programs, generous paid time off policy, paid family leave benefit, paid holiday time.
We should preserve all that. Could format as - for each bullet? The text is prose; we could break into list items for readability. But we must not invent or summarize away detail. We can keep as
paragraphs, but the instruction says use
- for any list of duties/requirements/benefits. Benefits is a list, so we should use
- . However the benefits description includes multiple items; we can split into list items.
We need to ensure we don't lose any detail. Let's extract benefits details:
- Approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide.
- One of the largest insurance brokerage and consulting firms in the world.
- Dynamic personal and professional development culture.
- Invest heavily in associates; celebrate growth and success through employee reward and recognition programs.
- USI ONE Advantage®: robust set of risk management and benefit solutions with bottom-line financial impact; USI ONE® represents Omni, Network, Enterprise.
- Through USI ONE, develop strategic, timely, and effective risk management and benefit programs in easy-to-understand terms; demonstrate positive economic impact.
- Industry-Leading Programs, Rewards, and Recognition: competitive pay, incentives, benefits; Summit Awards program rewarding excellence; employee programs recognizing outstanding achievement; award-winning wellness program; college scholarships for associates' children; financial help in times of need.
- Deep Community Engagement: giving back to local communities, supporting environmental sustainability; sharing time, talent, resources to support local non-profits, animal shelters, environmental beautification/restoration; partnering with eco-conscious vendors; reducing environmental footprint.
- Committed to a Diverse and Inclusive Workplace: award-winning I’m With U diversity and inclusion program educates associates to better understand and serve clients, prospects, team members, communities through curated education/training resources, employee support programs, community outreach initiatives.
- Nationally Recognized as a Top Insurance Employer: Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025); Business Insurance’s annual list of Best Places to Work in Insurance six years in a row (2020-2025); Fortune’s Best Workplaces in Financial Services & Insurance list for last two years (2024-2025); Certified as a Great Place To Work two years in a row (2024-2025).
- Visit Awards and Accolades page for complete list.
- Full-suite of competitive benefits: medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, other unique employer-sponsored and voluntary programs.
- Generous paid time off policy, paid family leave benefit, paid holiday time.
We'll put each as
- . Ensure we don't omit any.
Now construct HTML:
About the role
Manage and coordinate all service activities for commercial lines clients $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.
Skills
- 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
- Approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide; one of the largest insurance brokerage and consulting firms in the world.
- Dynamic personal and professional development culture; heavy investment in associates with employee reward and recognition programs celebrating growth and success.
- USI ONE Advantage®: a robust set of risk management and benefit solutions delivering bottom‑line financial impact; USI ONE® represents Omni, Network, Enterprise.
- Through USI ONE, develop strategic, timely, and effective risk management and benefit programs in easy‑to‑understand terms, demonstrating positive economic impact.
- Industry‑Leading Programs, Rewards, and Recognition: competitive pay, incentives, and benefits; Summit Awards program rewarding excellence; employee programs recognizing outstanding achievement; award‑winning wellness program; college scholarships for associates’ children; financial help in times of need.
- Deep Community Engagement: giving back to local communities and supporting environmental sustainability through time, talent, resources for non
paragraphs, but the instruction says use
- for any list of duties/requirements/benefits. Benefits is a list, so we should use
- . However the benefits description includes multiple items; we can split into list items. We need to ensure we don't lose any detail. Let's extract benefits details: - Approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide. - One of the largest insurance brokerage and consulting firms in the world. - Dynamic personal and professional development culture. - Invest heavily in associates; celebrate growth and success through employee reward and recognition programs. - USI ONE Advantage®: robust set of risk management and benefit solutions with bottom-line financial impact; USI ONE® represents Omni, Network, Enterprise. - Through USI ONE, develop strategic, timely, and effective risk management and benefit programs in easy-to-understand terms; demonstrate positive economic impact. - Industry-Leading Programs, Rewards, and Recognition: competitive pay, incentives, benefits; Summit Awards program rewarding excellence; employee programs recognizing outstanding achievement; award-winning wellness program; college scholarships for associates' children; financial help in times of need. - Deep Community Engagement: giving back to local communities, supporting environmental sustainability; sharing time, talent, resources to support local non-profits, animal shelters, environmental beautification/restoration; partnering with eco-conscious vendors; reducing environmental footprint. - Committed to a Diverse and Inclusive Workplace: award-winning I’m With U diversity and inclusion program educates associates to better understand and serve clients, prospects, team members, communities through curated education/training resources, employee support programs, community outreach initiatives. - Nationally Recognized as a Top Insurance Employer: Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025); Business Insurance’s annual list of Best Places to Work in Insurance six years in a row (2020-2025); Fortune’s Best Workplaces in Financial Services & Insurance list for last two years (2024-2025); Certified as a Great Place To Work two years in a row (2024-2025). - Visit Awards and Accolades page for complete list. - Full-suite of competitive benefits: medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, other unique employer-sponsored and voluntary programs. - Generous paid time off policy, paid family leave benefit, paid holiday time. We'll put each as
- . Ensure we don't omit any.
Now construct HTML:
About the role
Manage and coordinate all service activities for commercial lines clients $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.
Skills
- 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
- Approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide; one of the largest insurance brokerage and consulting firms in the world.
- Dynamic personal and professional development culture; heavy investment in associates with employee reward and recognition programs celebrating growth and success.
- USI ONE Advantage®: a robust set of risk management and benefit solutions delivering bottom‑line financial impact; USI ONE® represents Omni, Network, Enterprise.
- Through USI ONE, develop strategic, timely, and effective risk management and benefit programs in easy‑to‑understand terms, demonstrating positive economic impact.
- Industry‑Leading Programs, Rewards, and Recognition: competitive pay, incentives, and benefits; Summit Awards program rewarding excellence; employee programs recognizing outstanding achievement; award‑winning wellness program; college scholarships for associates’ children; financial help in times of need.
- Deep Community Engagement: giving back to local communities and supporting environmental sustainability through time, talent, resources for non