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 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 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, 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.
• 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, 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 the Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help associates lead healthy, productive lives, including an 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 through volunteerism, partnerships with eco-conscious vendors, and initiatives to reduce our environmental footprint.

Committed to a Diverse and Inclusive Workplace

Our award-winning I’m With U diversity and inclusion program educates associates to better understand and serve clients, prospects, team members, and local communities through curated education, employee support programs, and community outreach initiatives.

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).

Benefits

• Medical, wellness, dental and vision coverage
• 401(k) with employer contributions
• 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 benefit
• Paid holiday time