USI Insurance Services · 1 week ago
Personal Lines Account Manager
United States
Full-time
Remote
Entry, Mid Level
$52K/yr - $65K/yr
2+ years expUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, and they are seeking a Personal Lines Account Manager to service, sell, and retain client accounts. The role involves managing client inquiries, coordinating service for new and existing clients, and ensuring compliance with company standards.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Hiring Manager
Amanda Geller
Responsibilities
Service client accounts independently utilizing carrier websites and online rating systems
Provide technical expertise in coordinating the 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
Submit to eligible and appropriate carriers and follow-up to ensure timely receipt of quotes and policies
Respond to underwriters’ questions in a timely and professional manner
Maintain a high degree of accuracy in agency management and document management systems
Refer clients to carriers for direct reporting of claims. Submit first reports of claims (when necessary) for specialty markets and facilitate prompt response from carrier
Work within the USI Personal Risk initiatives included, but not limited to, placing business in and utilizing carrier service centers, direct bill and download where ever possible
Qualification
Required
2-5 years experience in Personal Lines Property & Casualty Insurance Agency along with a thorough understanding of all Property & Casualty insurance coverages, underwriting and rating concepts
High School Graduate
Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe
Strong written, oral and interpersonal communication skills
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
Ideally (but not required) hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge through courses
Knowledge of Sagitta/WorkSmart 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
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
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