PR Pref Client Svcs AM I

About the Role

Responsible for the service, sales, and retention of client accounts assigned to the Customer Care Center. Activities include new and renewal marketing, handling client questions and requests, policy checking, and coverage review. Required to perform essential functions and meet service standards and Best Practices developed by USI.

Responsibilities

• Service client accounts independently utilizing carrier websites and online rating systems.
• Provide technical expertise in coordinating the service of new and existing clients through sales, account development, and problem solving in accordance with USI Core Values and Standards.
• Submit to eligible and appropriate carriers and follow up to ensure timely receipt of quotes and policies.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management and document management systems.
• Refer clients to carriers for direct reporting of claims. Submit first reports of claims (when necessary) for specialty markets and facilitate prompt response from carrier.
• Work within the USI Personal Risk initiatives, including placing business in and utilizing carrier service centers, direct bill, and download wherever possible.

Requirements

• 2-5 years of experience in Personal Lines Property & Casualty Insurance Agency along with a thorough understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts.
• High School Graduate. College degree preferred but not required.
• Must hold a state Property & Casualty insurance license or be willing to obtain one within an agreed-upon timeframe.
• Industry designation such as ARM, CIC, or CPCU is a plus but not required; expected to further industry knowledge through courses.
• Strong written, oral, and interpersonal communication skills.
• Knowledge of Sagitta/WorkSmart preferred but not required.
• Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.
• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions.
• Ability to work in a team environment.
• Keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Interact effectively with others by utilizing good communication skills, cooperating purposefully, and providing information and guidance to achieve business goals.

Benefits

• Competitive health, welfare, and financial benefits, including medical, wellness, dental, and vision.
• 401(k) retirement plan, 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.
• Employee programs recognizing outstanding achievement, including wellness programs, college scholarships for associates' children, and financial assistance in times of need.
• Summit Awards program for excellence in building the USI brand.

Pay

$55,000–$65,000 with a 5% bonus.