Commercial Lines Account Manager, Select
USI Insurance Services · Austin, TX · 1 mo ago
HybridFinanceFull-time
We need to output HTML fragment with sections: About the role? The posting includes "Requirements Description and Requirements General Description:" then responsibilities, Knowledge, Skills And Abilities, Why USI? etc. We need to use for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include sections only if posting has real specific content. We have content for Responsibilities, Knowledge, Skills And Abilities (which could map to Skills/Qualifications). Also "Why USI?" includes benefits, resources, etc. Could map to Benefits section. There's no explicit Pay or Schedule. So we should not create those sections.
We need to avoid repeating job title. Not present.
We need to use
for section headings: e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include sections only if posting has real specific content. We have content for Responsibilities, Knowledge, Skills And Abilities (which could map to Skills/Qualifications). Also "Why USI?" includes benefits, resources, etc. Could map to Benefits section. There's no explicit Pay or Schedule. So we should not create those sections.
We need to avoid repeating job title. Not present.
We need to use - for any list of duties/requirements/benefits, and
for prose.
We need to preserve all substantive info, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO etc. There's none.
We need to drop minor metadata like Job ID etc. Not present.
We need to format.
Let's parse content:
First part: "Requirements Description and Requirements General 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 seems like a description of role/responsibilities. Could be "About the role" or "Responsibilities". Since we have a separate Responsibilities section later, we could treat this as "About the role". But we need to decide headings.
We have a later "Responsibilities" heading with bullet list.
We have "Knowledge, Skills And Abilities" list.
We have "Why USI?" with paragraphs about benefits, resources, programs, etc. That could be Benefits section.
We need to avoid filler like "commensurate with experience". Not present.
Thus sections: About the role (maybe from first paragraph), Responsibilities (the bullet list), Skills (or Qualifications) from Knowledge, Skills And Abilities, Benefits from Why USI?.
We need to use
for each section heading.
We need to output only HTML fragment.
Let's extract details precisely.
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."
We'll put that in
under
About the role
.
Next, Responsibilities: The block after "Responsibilities" includes sentences separated by periods. Let's capture each as list items.
Responsibilities 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 make each a - .
Next, Knowledge, Skills And Abilities: list items:
"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 put under
Skills
(or Qualifications). The instruction says we can use Skills or Qualifications. We'll use Skills.
Next, Benefits: from "Why USI?" section. Need to capture all substantive info.
Let's extract paragraphs:
"Why 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. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact. Industry-Leading Programs, Rewards, and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future. Committed to a Diverse and Inclusive Workplace Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. Nationally Recognized as a Top Insurance Employer Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). Certified as a Great Place To Work two years in a row (2024-2025). Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions! USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of 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. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time ."
We need to turn this into a Benefits section. Could be a with prose, or we could break into
- for list of benefits. The instruction: Use
- for any list of duties/requirements/benefits, and
for prose. So we should list benefits as
- . The benefits include: 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. Also mention wellness program, college scholarships, financial help, awards, recognition, etc. Those are also benefits/programs. Could list them.
We need to preserve all substantive info; we can create list items for each distinct benefit/program mentioned.
Let's extract distinct items:
- Approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide (maybe not a benefit but description; could be in prose)
- One of the most dynamic personal and professional development cultures
- 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
- Strategic, timely, effective risk management and benefit programs
- Industry-Leading Programs, Rewards, and Recognition
- Competitive pay, incentives, and benefits
- Summit Awards program rewarding excellence
- Employee programs recognizing outstanding achievement and helping associates lead healthy, productive lives
- 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 projects, partnering with eco-conscious vendors, reducing environmental footprint
- Committed to a Diverse and Inclusive Workplace: I’m With U diversity and inclusion program, education/training resources, employee support programs, community outreach initiatives
- Nationally Recognized as a Top Insurance Employer: 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), Great Place To Work (2024-2025)
- 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 could put many items as list items. However, we should avoid too many thin sections; but it's okay to have a Benefits section with a list.
We need to ensure we don't include filler like "competitive pay, incentives, and benefits" which is vague but still substantive? It mentions competitive pay, incentives, and benefits; we could keep as list item.
We should not create Pay or Schedule sections.
Thus final 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
for prose. We need to preserve all substantive info, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO etc. There's none. We need to drop minor metadata like Job ID etc. Not present. We need to format. Let's parse content: First part: "Requirements Description and Requirements General 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 seems like a description of role/responsibilities. Could be "About the role" or "Responsibilities". Since we have a separate Responsibilities section later, we could treat this as "About the role". But we need to decide headings. We have a later "Responsibilities" heading with bullet list. We have "Knowledge, Skills And Abilities" list. We have "Why USI?" with paragraphs about benefits, resources, programs, etc. That could be Benefits section. We need to avoid filler like "commensurate with experience". Not present. Thus sections: About the role (maybe from first paragraph), Responsibilities (the bullet list), Skills (or Qualifications) from Knowledge, Skills And Abilities, Benefits from Why USI?. We need to use
for each section heading. We need to output only HTML fragment. Let's extract details precisely. 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." We'll put that in
under
About the role
. Next, Responsibilities: The block after "Responsibilities" includes sentences separated by periods. Let's capture each as list items. Responsibilities 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 make each aSkills
(or Qualifications). The instruction says we can use Skills or Qualifications. We'll use Skills. Next, Benefits: from "Why USI?" section. Need to capture all substantive info. Let's extract paragraphs: "Why 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. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact. Industry-Leading Programs, Rewards, and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future. Committed to a Diverse and Inclusive Workplace Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture. Nationally Recognized as a Top Insurance Employer Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). Certified as a Great Place To Work two years in a row (2024-2025). Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions! USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of 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. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time ." We need to turn this into a Benefits section. Could be awith prose, or we could break into
- for list of benefits. The instruction: Use
- for any list of duties/requirements/benefits, and
for prose. So we should list benefits as
- . The benefits include: 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. Also mention wellness program, college scholarships, financial help, awards, recognition, etc. Those are also benefits/programs. Could list them.
We need to preserve all substantive info; we can create list items for each distinct benefit/program mentioned.
Let's extract distinct items:
- Approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide (maybe not a benefit but description; could be in prose)
- One of the most dynamic personal and professional development cultures
- 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
- Strategic, timely, effective risk management and benefit programs
- Industry-Leading Programs, Rewards, and Recognition
- Competitive pay, incentives, and benefits
- Summit Awards program rewarding excellence
- Employee programs recognizing outstanding achievement and helping associates lead healthy, productive lives
- 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 projects, partnering with eco-conscious vendors, reducing environmental footprint
- Committed to a Diverse and Inclusive Workplace: I’m With U diversity and inclusion program, education/training resources, employee support programs, community outreach initiatives
- Nationally Recognized as a Top Insurance Employer: 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), Great Place To Work (2024-2025)
- 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 could put many items as list items. However, we should avoid too many thin sections; but it's okay to have a Benefits section with a list.
We need to ensure we don't include filler like "competitive pay, incentives, and benefits" which is vague but still substantive? It mentions competitive pay, incentives, and benefits; we could keep as list item.
We should not create Pay or Schedule sections.
Thus final 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
- . The benefits include: 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. Also mention wellness program, college scholarships, financial help, awards, recognition, etc. Those are also benefits/programs. Could list them.
We need to preserve all substantive info; we can create list items for each distinct benefit/program mentioned.
Let's extract distinct items:
- Approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide (maybe not a benefit but description; could be in prose)
- One of the most dynamic personal and professional development cultures
- 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
- Strategic, timely, effective risk management and benefit programs
- Industry-Leading Programs, Rewards, and Recognition
- Competitive pay, incentives, and benefits
- Summit Awards program rewarding excellence
- Employee programs recognizing outstanding achievement and helping associates lead healthy, productive lives
- 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 projects, partnering with eco-conscious vendors, reducing environmental footprint
- Committed to a Diverse and Inclusive Workplace: I’m With U diversity and inclusion program, education/training resources, employee support programs, community outreach initiatives
- Nationally Recognized as a Top Insurance Employer: 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), Great Place To Work (2024-2025)
- 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 could put many items as list items. However, we should avoid too many thin sections; but it's okay to have a Benefits section with a list.
We need to ensure we don't include filler like "competitive pay, incentives, and benefits" which is vague but still substantive? It mentions competitive pay, incentives, and benefits; we could keep as list item.
We should not create Pay or Schedule sections.
Thus final HTML:
- for any list of duties/requirements/benefits, and