Commercial Lines Sr Account Manager
USI Kibble & Prentice, Whitpain Hills, Pennsylvania, United States
Commercial Lines Senior Account Manager
Location:
Blue Bell, PA.
Job ID:
31310.
Employment Type:
Part‑time.
Seniority Level:
Mid‑Senior Level.
General Description:
Manage 20 to 40 mid‑to‑large sized Commercial Lines insurance accounts as the day‑to‑day client contact. Activities include new and renewal marketing, fielding questions and requests, and coverage review. Assist Sales Executives and Account Executives.
Key Responsibilities:
Provide proactive, personalized support to assigned Commercial Lines clients.
Provide insurance technical expertise to clients and other members of the Account Management team.
Responsible for marketing and placement of client Commercial Lines insurance renewals.
With assistance from Account Representatives, prepare client applications for review.
Determine most‑appropriate carriers for market pricing.
Analyze and compare carrier quotes and coverage offerings.
Make insurance program recommendations to clients.
Manage client renewal expirations and avoid any lapse in coverage.
Negotiate with carriers on behalf of clients.
Process policies, endorsements and audits as needed.
Champion client cross‑selling initiatives and develop customer accounts.
Represent client interests in internal USI account strategy meetings.
Delegate administrative client tasks to assigned Account Representatives.
Respond to underwriters’ questions in a timely and professional manner.
Maintain a high degree of accuracy in agency management systems.
Regular in‑person attendance at face‑to‑face client meetings.
Knowledge, Skills & Abilities:
5+ years of experience in a Commercial Lines agency.
College degree preferred.
Strong understanding of Property & Casualty insurance.
Must hold or be willing to earn a Property & Casualty insurance license.
Industry designation such as ARM, CIC, CPCU preferred.
Comfortable with internet‑based programs and Microsoft Office products.
Knowledge of Sagitta/ImageRight preferred.
Ability to carry out complex tasks with many concrete and abstract variables.
Ability to work in a fast‑paced, team environment with minimal instruction.
Keep informed about industry information, technology and trends.
Why USI?
With more than $2.7 billion in revenue and over 10,000 associates, USI is one of the largest insurance brokerage and consulting firms worldwide. The company offers a dynamic personal and professional development culture, competitive pay, incentives, benefits, and community engagement programs. USI also provides a full‑suite of competitive benefits—including health, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long‑term disability, life insurance, paid time off, paid family leave, and paid holidays.
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Blue Bell, PA.
Job ID:
31310.
Employment Type:
Part‑time.
Seniority Level:
Mid‑Senior Level.
General Description:
Manage 20 to 40 mid‑to‑large sized Commercial Lines insurance accounts as the day‑to‑day client contact. Activities include new and renewal marketing, fielding questions and requests, and coverage review. Assist Sales Executives and Account Executives.
Key Responsibilities:
Provide proactive, personalized support to assigned Commercial Lines clients.
Provide insurance technical expertise to clients and other members of the Account Management team.
Responsible for marketing and placement of client Commercial Lines insurance renewals.
With assistance from Account Representatives, prepare client applications for review.
Determine most‑appropriate carriers for market pricing.
Analyze and compare carrier quotes and coverage offerings.
Make insurance program recommendations to clients.
Manage client renewal expirations and avoid any lapse in coverage.
Negotiate with carriers on behalf of clients.
Process policies, endorsements and audits as needed.
Champion client cross‑selling initiatives and develop customer accounts.
Represent client interests in internal USI account strategy meetings.
Delegate administrative client tasks to assigned Account Representatives.
Respond to underwriters’ questions in a timely and professional manner.
Maintain a high degree of accuracy in agency management systems.
Regular in‑person attendance at face‑to‑face client meetings.
Knowledge, Skills & Abilities:
5+ years of experience in a Commercial Lines agency.
College degree preferred.
Strong understanding of Property & Casualty insurance.
Must hold or be willing to earn a Property & Casualty insurance license.
Industry designation such as ARM, CIC, CPCU preferred.
Comfortable with internet‑based programs and Microsoft Office products.
Knowledge of Sagitta/ImageRight preferred.
Ability to carry out complex tasks with many concrete and abstract variables.
Ability to work in a fast‑paced, team environment with minimal instruction.
Keep informed about industry information, technology and trends.
Why USI?
With more than $2.7 billion in revenue and over 10,000 associates, USI is one of the largest insurance brokerage and consulting firms worldwide. The company offers a dynamic personal and professional development culture, competitive pay, incentives, benefits, and community engagement programs. USI also provides a full‑suite of competitive benefits—including health, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long‑term disability, life insurance, paid time off, paid family leave, and paid holidays.
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