Commercial Lines Account Manager, Select

About the Role

Manage and coordinate all service activities for commercial lines clients with revenue of $5,000 or below. Serve as the 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 lines of coverage with knowledge of carrier underwriting guidelines.
• Prepare proposals and summaries of insurance, as needed.
• Assist clients with claims reporting.
• Adhere to the company’s credit and collection policy in invoicing and pursuing prompt payments.
• Request cancellations in accordance with company standards.
• Manage client accounts 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 a 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

• Competitive pay, incentives, and benefits.
• Comprehensive health, welfare, and financial benefits including medical, wellness, dental, and vision.
• 401(k) retirement plan with company contributions.
• 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, and paid holiday time.
• Summit Awards program recognizing excellence in building the USI brand.
• Award-winning wellness program.
• College scholarships for associates' children.
• Financial assistance in times of need.

About USI

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. USI offers a dynamic personal and professional development culture, investing heavily in associates through unique employee reward and recognition programs.

The USI ONE Advantage® delivers robust risk management and benefit solutions with bottom-line financial impact, setting USI apart from competitors through Omni, Network, and Enterprise elements.

USI is committed to a diverse and inclusive workplace through its I’m With U diversity and inclusion program, which includes education, training, support programs, and community outreach initiatives.

Nationally recognized as a top insurance employer, USI has received multiple awards, including:

• Insurance Business America’s Top Insurance Employers (2018-2025).
• Business Insurance’s Best Places to Work in Insurance (2020-2025).
• Fortune’s Best Workplaces in Financial Services & Insurance (2024-2025).
• Certified as a Great Place To Work (2024-2025).

USI is deeply engaged in community and environmental sustainability efforts, supporting local non-profits, animal shelters, and environmental projects.