USI Insurance Services · 1 week ago
Personal Lines Account Manager
United States
Full-time
Remote
Entry, Mid Level
2+ years expUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, dedicated to providing exceptional service and support to its clients. The Personal Lines Account Manager will manage client accounts, respond to inquiries, and ensure clients receive the best possible service and coverage. This role requires a comprehensive understanding of Personal Lines Property & Casualty insurance and the ability to handle a high volume of client interactions.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Hiring Manager
Amanda Geller
Responsibilities
Handle a high volume of inbound calls and participate in the daily rotating call queue
Independently service client accounts using carrier websites and online rating systems
Provide technical expertise in servicing new and existing clients through account development, problem-solving, and sales support aligned with USI Core Values
Respond to client requests and insurance inquiries across all Personal Lines Property & Casualty coverages
Prepare and submit applications for new business and remarketing to carriers, and follow up to ensure timely quotes and policy issuance
Respond to underwriters’ questions in a timely and professional manner
Maintain accurate client files and documentation per company workflows and best practices, ensuring data integrity in agency management systems
Refer clients to carriers for direct claim reporting and submit first reports for specialty markets when needed
Stay current on industry developments, new products, legislation, coverages, and technology
Qualification
Required
2-5 years of experience in Personal Lines Property & Casualty insurance with a comprehensive understanding of coverages, underwriting, and rating concepts
High School diploma or equivalent required; college degree preferred
Must hold a Property & Casualty insurance license or obtain within an agreed timeframe
Excellent written, verbal, and interpersonal communication skills
Proficiency with internet-based programs and Microsoft Office; knowledge of Sagitta/WorkSmart is a plus
Ability to work autonomously in a fast-paced environment with accuracy and attention to detail
Strong organizational skills to prioritize and manage workflow efficiently
Preferred
Industry designations such as ARM, CIC, CPCU are preferred
Benefits
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Other unique employer-sponsored and voluntary programs
Generous 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.
10001+ employees
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
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
Company data provided by crunchbase