Sr Account Manager - Wholesale Marine
USI Insurance Services, Dallas, Texas, United States, 75215
General Description
Provide independent and proactive day-to-day account management to moderately complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review.
Responsibilities
Work at a strategic level to develop and retain consultative partnerships with customers/prospects.
Develop, implement, and monitor comprehensive customer service plans that reflect the customer's business and risk management goals.
Handle all aspects of Commercial Lines Property & Casualty Insurance. Includes occasional outside service visits to the client.
Accountable for marketing, preparing coverage/product recommendations, and discussing renewals with customers.
Prepare proposals and summaries of insurance, as needed.
Manage or direct client accounts/relationships. Ensure retention, growth of book of business, and that customer needs are met.
Provide technical support to account teams. Includes analyzing client needs, coverage forms, and quotations.
Respond to Underwriters questions in a timely and professional manner.
Respond to client requests for information, documents, and general insurance inquiries.
Adhere to Commercial Lines Best Practices. Includes written confirmation of new and renewal binding, evidence of coverage, and changes to coverage.
Maintain a high degree of accuracy in agency management and document management systems.
Identify exposure to loss and recommend appropriate coverages.
Provide work direction to less experienced staff as needed.
Knowledge, Skills and Abilities
5+ years of insurance experience.
High school diploma or graduate equivalent degree required.
For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required.
Experience managing moderately complex commercial property and casualty accounts.
Experience developing and maintaining strong working relationships with customers and prospects.
Experience effectively marketing to carriers and customers.
Working knowledge of Microsoft Office suite of products.
Excellent verbal, written, and interpersonal communication skills
Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions.
Ability to work effectively in a team environment and across all organizational levels.
Ability to be flexible and adaptable to changing priorities and deadlines.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .
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Responsibilities
Work at a strategic level to develop and retain consultative partnerships with customers/prospects.
Develop, implement, and monitor comprehensive customer service plans that reflect the customer's business and risk management goals.
Handle all aspects of Commercial Lines Property & Casualty Insurance. Includes occasional outside service visits to the client.
Accountable for marketing, preparing coverage/product recommendations, and discussing renewals with customers.
Prepare proposals and summaries of insurance, as needed.
Manage or direct client accounts/relationships. Ensure retention, growth of book of business, and that customer needs are met.
Provide technical support to account teams. Includes analyzing client needs, coverage forms, and quotations.
Respond to Underwriters questions in a timely and professional manner.
Respond to client requests for information, documents, and general insurance inquiries.
Adhere to Commercial Lines Best Practices. Includes written confirmation of new and renewal binding, evidence of coverage, and changes to coverage.
Maintain a high degree of accuracy in agency management and document management systems.
Identify exposure to loss and recommend appropriate coverages.
Provide work direction to less experienced staff as needed.
Knowledge, Skills and Abilities
5+ years of insurance experience.
High school diploma or graduate equivalent degree required.
For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required.
Experience managing moderately complex commercial property and casualty accounts.
Experience developing and maintaining strong working relationships with customers and prospects.
Experience effectively marketing to carriers and customers.
Working knowledge of Microsoft Office suite of products.
Excellent verbal, written, and interpersonal communication skills
Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions.
Ability to work effectively in a team environment and across all organizational levels.
Ability to be flexible and adaptable to changing priorities and deadlines.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .
#J-18808-Ljbffr