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USI Insurance Services · 2 days ago
Select CL Account Manager
Albuquerque, NM
Full-time
Hybrid
Mid Level
2+ years exp
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Hiring Manager
Colleen Gartenberg (We ARE Hiring)
Insider Connection @USI Insurance Services
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.
Qualification
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Required
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.
Benefits
Medical
Wellness
Dental
Vision
401(k)
Flexible Spending Accounts
Health Savings Accounts
Short-term Disability
Long-term Disability
Life Insurance
Paid Time Off
Paid Family Leave
Paid Holidays
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10,001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Acquired· by Kohlberg Kravis Roberts
Leadership Team
Sandra Usleman
Senior Vice President & Chief Sales Officer
Stew Gibson
Senior Vice President and Chief Information Officer
Recent News
Globe Newswire
2024-06-03
2024-05-17
GlobeNewswire News Room
2024-05-06
Company data provided by crunchbase
