CL Sr Account Manager jobs in United States
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USI Insurance Services · 2 days ago

CL Sr Account Manager

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world. They are seeking a Senior Account Manager to manage mid-to-large sized Commercial Lines insurance accounts, providing client support and technical expertise while overseeing renewals and marketing efforts.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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Growth Opportunities

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

Commercial Lines insuranceProperty & Casualty insuranceInsurance licenseMicrosoft OfficeInsurance designationsClient managementTeam collaborationFast-paced environment

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
Able to work in a fast-paced, team environment with minimal instruction

Preferred

College degree preferred
Industry designation such as ARM, CIC, CPCU preferred
Comfortable with internet-based programs and Microsoft Office products
Knowledge of Sagitta / ImageRight preferred, but not required

Benefits

Employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives
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
Generous paid time off policy
Paid family leave benefit
Paid holiday time

Company

USI Insurance Services

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USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.

Funding

Current Stage
Late Stage
Total Funding
$1B
Key Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired

Leadership Team

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Stew Gibson
Senior Vice President and Chief Information Officer
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Dave Petno
Vice President, Employee Benefits Consultant
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Company data provided by crunchbase