USI Insurance Services
Commercial Lines Account Manager, Select
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Commercial Lines Account Manager, Select
role at
USI Insurance Services .
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.
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 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.
Knowledge, Skills and Abilities
2 years of experience in a Commercial Property & Casualty insurance agency.
College degree preferred.
Must hold or be willing to earn 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 more than $2.7 billion in revenue and over 10,000 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 USI ONE Advantage® 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.
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. We also offer wellness program, college scholarships for associates’ children, and financial help in times of need.
Deep Community Engagement USI is committed to giving back to local communities and supporting environmental sustainability through programs and vendor partnerships.
Committed to a Diverse, Equitable, and Inclusive Workplace Our I’m With U program educates associates to better understand and serve clients and communities, building 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 for the seventh consecutive year (2018‑2024).
Again on Business Insurance’s Best Places to Work list (2020‑2024).
Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
Glassdoor Best-Led Company U.S. 2024.
Newsweek’s America’s Greatest Workplaces for Diversity 2024.
USI offers a full-suite of competitive benefits including medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, disability, life insurance, and generous paid time off, family leave, and holiday time.
#J-18808-Ljbffr
Commercial Lines Account Manager, Select
role at
USI Insurance Services .
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.
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 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.
Knowledge, Skills and Abilities
2 years of experience in a Commercial Property & Casualty insurance agency.
College degree preferred.
Must hold or be willing to earn 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 more than $2.7 billion in revenue and over 10,000 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 USI ONE Advantage® 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.
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. We also offer wellness program, college scholarships for associates’ children, and financial help in times of need.
Deep Community Engagement USI is committed to giving back to local communities and supporting environmental sustainability through programs and vendor partnerships.
Committed to a Diverse, Equitable, and Inclusive Workplace Our I’m With U program educates associates to better understand and serve clients and communities, building 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 for the seventh consecutive year (2018‑2024).
Again on Business Insurance’s Best Places to Work list (2020‑2024).
Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
Glassdoor Best-Led Company U.S. 2024.
Newsweek’s America’s Greatest Workplaces for Diversity 2024.
USI offers a full-suite of competitive benefits including medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, disability, life insurance, and generous paid time off, family leave, and holiday time.
#J-18808-Ljbffr