USI Insurance Services · 1 day ago
Commercial Lines Sr. Account Manager
Boca Raton, FL
Full-time
Remote
Senior Level
5+ years exp
Maximize your interview chancesCommercial InsuranceConsulting
Hiring Manager
Lorna Triplett
Insider Connection @USI Insurance Services
Get 3x more responses when you reach out via email instead of LinkedIn.
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
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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.
Keep informed about industry information, technology and trends.
Preferred
College degree.
Industry designation such as ARM, CIC, CPCU.
Comfortable with internet-based programs and Microsoft Office products.
Knowledge of Sagitta / ImageRight.
Benefits
Medical
Wellness
Dental
Vision
401(k)
Flexible spending accounts
Health savings accounts
Short-term disability
Long-term disability
Life insurance
Paid time off
Paid family leave
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10,001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market· undefined
2017-03-17Acquired· undefined
Leadership Team
Sandra Usleman
Senior Vice President & Chief Sales Officer
Stew Gibson
Senior Vice President and Chief Information Officer
Recent News
Globe Newswire
2024-06-03
2024-05-17
GlobeNewswire News Room
2024-05-06
Company data provided by crunchbase
