USI Insurance Services · 1 day ago
Commercial Lines Manager
Bloomington, MN
Full-time
Onsite
Senior Level
$150K/yr - $180K/yrUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, committed to delivering exceptional service and risk management solutions. The Commercial Lines Manager will oversee the operational activities of the Commercial Lines Department, ensuring profitability and adherence to company standards while managing staff and enhancing client relationships.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Manage department staff including: hiring, training, career development, performance reviews and performance improvement plans
Establish education and career paths for all Commercial Lines staff
Review account retention with Account Managers and ensure adherence to retention goals; achieve agency retention goals regarding percentage of retained business through proactive measures
Promote account rounding and cross-sell/referral opportunities
Conduct effective performance reviews and aid in setting measurable goals
Work with OpCo President and/or COO to ensure compliance with profit and growth objectives set by management
Act as liaison between Commercial staff and insurance company personnel, building and maintaining positive agency/company relationships
Conduct monthly renewal meetings with all Commercial Account Managers and production staff
Participates in presentations to prospects and clients, as necessary in support of new business and client retention, providing in-depth knowledge in regards to operations activities
Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards
Contribute information and ideas during strategy meetings
Ensure team members are addressing renewals in a timely manner
Monitor adherence to service standards through Key Performance Indicator (KPI) reporting
Produce and monitor various monthly reports to ensure all policies have been renewed in a timely manner, invoicing is completed in accordance with Best Practices, review team members open items, workloads and backlog
Take necessary action to resolve issues
Perform periodic quality audits, when necessary
Foster team behavior and a sales-oriented department culture
Responsible for the management of employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance and approval of expense reports
Other projects or duties, as needed
Qualification
Required
Responsible for managing the operational activities of the Commercial Lines Department in order to achieve profitability and ensure consistent standards of sales, service and professionalism as defined by USI's Best Practices, Core Values and Risk Management Quality Control standards
Manage department staff including: hiring, training, career development, performance reviews and performance improvement plans
Establish education and career paths for all Commercial Lines staff
Review account retention with Account Managers and ensure adherence to retention goals; achieve agency retention goals regarding percentage of retained business through proactive measures
Promote account rounding and cross-sell/referral opportunities
Conduct effective performance reviews and aid in setting measurable goals
Work with OpCo President and/or COO to ensure compliance with profit and growth objectives set by management
Act as liaison between Commercial staff and insurance company personnel, building and maintaining positive agency/company relationships
Conduct monthly renewal meetings with all Commercial Account Managers and production staff
Participates in presentations to prospects and clients, as necessary in support of new business and client retention, providing in-depth knowledge in regards to operations activities
Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards
Contribute information and ideas during strategy meetings
Ensure team members are addressing renewals in a timely manner
Monitor adherence to service standards through Key Performance Indicator (KPI) reporting
Produce and monitor various monthly reports to ensure all policies have been renewed in a timely manner, invoicing is completed in accordance with Best Practices, review team members open items, workloads and backlog
Take necessary action to resolve issues
Perform periodic quality audits, when necessary
Foster team behavior and a sales-oriented department culture
Responsible for the management of employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance and approval of expense reports
In depth knowledge of agency management system functionality, workflow procedures, underwriting, sales and service processes
Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe
Hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation
Ability to plan and instruct staff members on information appropriate to their job responsibilities
Ability to handle difficult behavior and conflict and bring to a timely resolution
Ability to creatively and proactively problem solve
Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy
Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Ability to work in a team environment
Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance
Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company
Preferred
College degree preferred, but not required
Knowledge of Sagitta/ImageRight preferred, but not required
Benefits
Competitive pay
Incentives
Employee programs that recognize outstanding achievement
Award-winning wellness program
College scholarships for associates' children
Financial help in times of need
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.
Founded in 1994
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