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USI Insurance Services · 2 weeks ago

PR Preferred Client Services Account Manager

United States

Full-time

Remote

Entry, Mid Level

$52K/yr - $65K/yr

2+ years exp

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, and they are seeking a Preferred Client Services Account Manager. The role involves servicing, retaining, and supporting sales of Personal Risk client accounts, managing marketing efforts, and ensuring clients receive exceptional service and support.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

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

Personal Lines InsuranceProperty & Casualty LicenseInsurance UnderwritingMicrosoft OfficeSagitta/WorkSmartCommunication SkillsOrganizational SkillsAttention to DetailProblem-Solving

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