Commercial Lines Account Manager
Manage and coordinate all service activities for commercial lines clients with $5,000 in revenue and above. Serve as primary contact, responsible for developing and maintaining strong client relationships, understanding and executing marketing strategies, analyzing options, presenting recommendations, and implementing insurance programs. Maintain a retention rate of 92% or above on the assigned book of business.
Accountable for client relationships, account retention, and developing a comprehensive and competitive insurance program. Work independently to inform and educate clients on policy changes, exclusions, insurance coverages, and industry trends. Respond to client and insurance carrier requests within agreed timeframes, manage renewal workflows, negotiate renewals or new lines of coverage, and prepare proposals and summaries of insurance. Assist clients with claims reporting, adhere to credit and collection policies, and request cancellations in accordance with company standards. Manage client accounts following USI guidelines and key performance indicators, and mentor Select Commercial Lines teammates.
Minimum 3 years of experience in a Commercial Property & Casualty insurance agency
Must hold a Property and Casualty insurance license
College degree preferred
Hold an industry designation or be willing to pursue additional 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 include competitive pay, incentives, and a comprehensive benefits package: medical, wellness, dental, and vision coverage; 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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Commercial Lines Senior Account Manager, Select
USI Insurance Services · Multiple locations ·
- Pay:
- 60.000 - 80.000
- Job type:
- Full Time