Select Sr Commercial Account Manager
USI Insurance Services, Syracuse, New York, United States
Job Title
Select Sr Commercial Account Manager
Company USI Insurance Services
Overview Manage and coordinate service activities for commercial lines clients $5,000 in revenue and above. Serve as primary contact, responsible for developing and maintaining strong client relationships, executing marketing, analyzing options, presenting recommendations, implementing insurance programs, and maintaining 92% retention on assigned book.
Responsibilities
Accountable for client relationship, account retention, and developing a comprehensive insurance program.
Work independently to inform and educate clients on policy changes, exclusions, insurance coverages, and industry trends.
Respond to client and carrier requests within agreed timeframes.
Manage renewal workflow to avoid coverage lapses.
Negotiate renewal and new lines with carrier underwriting guidelines.
Prepare proposals and summaries.
Assist clients with claims reporting.
Adhere to credit and collection policy, invoicing and payment collection; cancel requests per standards.
Manage client account per USI guidelines and KPIs.
Educate and mentor Select Commercial Lines teammates.
Keep current on industry information, technology, trends.
Participate in virtual client meetings and occasional in-person visits as required.
Qualifications
3 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.
Proven ability to work in a fast-paced, team environment with minimal instruction and high accuracy.
Benefits and Compensation Salary range: $64,000 - $91,000. Competitive pay, incentives, benefits, and recognition. USI offers a free full-suite of health, welfare and financial benefits: medical, wellness, dental, vision, 401(k), flexible spending, health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. Generous paid time off, paid family leave and paid holiday time.
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Sales and Business Development
Industries Insurance
Referral Note Referrals increase your chances of interviewing by 2x.
Location Syracuse, NY
#J-18808-Ljbffr
Company USI Insurance Services
Overview Manage and coordinate service activities for commercial lines clients $5,000 in revenue and above. Serve as primary contact, responsible for developing and maintaining strong client relationships, executing marketing, analyzing options, presenting recommendations, implementing insurance programs, and maintaining 92% retention on assigned book.
Responsibilities
Accountable for client relationship, account retention, and developing a comprehensive insurance program.
Work independently to inform and educate clients on policy changes, exclusions, insurance coverages, and industry trends.
Respond to client and carrier requests within agreed timeframes.
Manage renewal workflow to avoid coverage lapses.
Negotiate renewal and new lines with carrier underwriting guidelines.
Prepare proposals and summaries.
Assist clients with claims reporting.
Adhere to credit and collection policy, invoicing and payment collection; cancel requests per standards.
Manage client account per USI guidelines and KPIs.
Educate and mentor Select Commercial Lines teammates.
Keep current on industry information, technology, trends.
Participate in virtual client meetings and occasional in-person visits as required.
Qualifications
3 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.
Proven ability to work in a fast-paced, team environment with minimal instruction and high accuracy.
Benefits and Compensation Salary range: $64,000 - $91,000. Competitive pay, incentives, benefits, and recognition. USI offers a free full-suite of health, welfare and financial benefits: medical, wellness, dental, vision, 401(k), flexible spending, health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. Generous paid time off, paid family leave and paid holiday time.
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Sales and Business Development
Industries Insurance
Referral Note Referrals increase your chances of interviewing by 2x.
Location Syracuse, NY
#J-18808-Ljbffr