CL SR Account Manager
Why USI? With over $2 billion in revenue and more than 9,000 associates located in approximately 200 offices across the country, USI is one of the largest insurance brokerage and consulting firms in the world.
At USI, we have created one of the most dynamic personal and professional development cultures in the industry.
We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
We invite you to learn more about what makes USI an exceptional place to work! Unrivaled Resources and Support The USI ONE Advantage allows USI to deliver unique solutions to our clients.
This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.
Unique Employee Programs and Deep Community Engagement We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.
Industry-Leading Associate Rewards and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.
Committed to a Diverse and Inclusive Work Environment USI values diversity and is committed to ensuring a fair, diverse, and inclusive work environment for all.
Our diversity, equity and inclusion program, I'm With U, advances these initiatives to champion our team members and the communities we serve.
Nationally Recognized as a Top Insurance Workplace Recognized as one of Insurance Business America's Top Insurance Employers for five consecutive years (2018-2022).
Named to Business Insurance's annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
Gold recipient, American Heart Association's Workplace Health Achievement Index, three years in a row (2018-2021).
General Description:
Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact.
Activities include new and renewal marketing, fielding questions and requests and coverage review.
Assist Sales Executives and Account Executives.
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.
Knowledge, Skills and Abilities:
5
years experience in a Commercial Lines agency.
College degree preferred.
Strong understanding of Property & Casualty insurance.
Must hold or be willing to earn Property & Casualty insurance license.
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.
Able to work in a fast-paced, team environment with minimal instruction.
Keep informed about industry information, technology and trends.
#LI-JN1 #LI-hybrid USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs.
We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.
USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Job ID:
26520 Recommended Skills Account Management Administration Auditing Chartered Property Casualty Underwriter Insurance Management And Aftercare Management Systems Estimated Salary: $20 to $28 per hour based on qualifications.
At USI, we have created one of the most dynamic personal and professional development cultures in the industry.
We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
We invite you to learn more about what makes USI an exceptional place to work! Unrivaled Resources and Support The USI ONE Advantage allows USI to deliver unique solutions to our clients.
This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.
Unique Employee Programs and Deep Community Engagement We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.
Industry-Leading Associate Rewards and Recognition In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.
Committed to a Diverse and Inclusive Work Environment USI values diversity and is committed to ensuring a fair, diverse, and inclusive work environment for all.
Our diversity, equity and inclusion program, I'm With U, advances these initiatives to champion our team members and the communities we serve.
Nationally Recognized as a Top Insurance Workplace Recognized as one of Insurance Business America's Top Insurance Employers for five consecutive years (2018-2022).
Named to Business Insurance's annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
Gold recipient, American Heart Association's Workplace Health Achievement Index, three years in a row (2018-2021).
General Description:
Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact.
Activities include new and renewal marketing, fielding questions and requests and coverage review.
Assist Sales Executives and Account Executives.
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.
Knowledge, Skills and Abilities:
5
years experience in a Commercial Lines agency.
College degree preferred.
Strong understanding of Property & Casualty insurance.
Must hold or be willing to earn Property & Casualty insurance license.
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.
Able to work in a fast-paced, team environment with minimal instruction.
Keep informed about industry information, technology and trends.
#LI-JN1 #LI-hybrid USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs.
We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.
USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Job ID:
26520 Recommended Skills Account Management Administration Auditing Chartered Property Casualty Underwriter Insurance Management And Aftercare Management Systems Estimated Salary: $20 to $28 per hour based on qualifications.
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