USI Insurance Services · 11 hours ago
Commercial Lines Sr. Account Manager
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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.
Qualification
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Required
5+ years experience in a Commercial Lines agency.
Strong understanding of Property & Casualty insurance.
Must hold or be willing to earn Property & Casualty insurance license.
Comfortable with internet-based programs and Microsoft Office products.
Able to work in a fast-paced, team environment with minimal instruction.
Keep informed about industry information, technology and trends.
Preferred
College degree preferred.
Industry designation such as ARM, CIC, CPCU preferred
Knowledge of Sagitta / ImageRight preferred, but not required.
Benefits
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Recent News
Globe Newswire
2024-06-03
2024-05-17
GlobeNewswire News Room
2024-05-06
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