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Jobs · Oklahoma

Commercial Lines Account Manager, Select

USI Insurance Services · Tulsa, OK · Yesterday
HybridFull-time

About the role

Manage and coordinate all service activities for commercial lines clients with $5,000 in revenue or below. Serve as the primary contact responsible for developing and maintaining strong client relationships, understanding and executing marketing initiatives, analyzing options, presenting recommendations, and implementing insurance programs. Maintain 92% or above retention on the 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 industry trends.
  • Respond to client and insurance carrier requests within agreed-upon timeframes.
  • Manage renewal workflow for the assigned book of business, ensuring no 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.
  • Stay current on industry information, technology, and trends.

Knowledge, Skills, and Abilities

  • 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.
  • 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.

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 celebrate their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support

USI ONE Advantage® delivers a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, and Enterprise—the three key elements that set USI apart. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs that are easy to understand and demonstrate positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

  • Competitive pay, incentives, and benefits.
  • Summit Awards program recognizing excellence in building the brand.
  • Employee programs that recognize outstanding achievement and support healthy, productive lives.
  • Award-winning wellness program, college scholarships for associates’ children, and financial assistance in times of need.

Deep Community Engagement

Committed to giving back through local non-profit support, animal shelters, environmental projects, eco-conscious vendor partnerships, and reducing our environmental footprint to build a better future.

Committed to a Diverse and Inclusive Workplace

The I’m With U diversity and inclusion program educates associates to better understand and serve clients, team members, and communities through curated education, support programs, and outreach initiatives.

Nationally Recognized as a Top Insurance Employer

  • Insurance Business America’s Top Insurance Employers eight consecutive years (2018–2025).
  • Business Insurance’s Best Places to Work in Insurance six years in a row (2020–2025).
  • Fortune’s Best Workplaces in Financial Services & Insurance for the last two years (2024–2025).
  • Certified as a Great Place To Work two years in a row (2024–2025).

Benefits

  • Medical, wellness, dental, and vision coverage.
  • 401(k), flexible spending and health savings accounts.
  • Short- and long-term disability, life insurance, and other employer-sponsored and voluntary programs.
  • Generous paid time off policy, paid family leave, and paid holiday time.

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