CL Sr Account Manager

Description and Requirements

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.

• 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.

• 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 / Image Right preferred, but not required.
• Able to work in a fast‑paced, team environment with minimal instruction.
• Keep informed about industry information, technology and trends.

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. USI has created one of the most dynamic personal and professional development cultures in the industry, investing heavily in its associates and celebrating their growth through unique employee reward and recognition programs.

USI ONE Advantage® is a game‑changing value proposition that delivers to clients a robust set of risk management and benefit solutions with a bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition.

USI offers competitive pay, incentives, and benefits. Associates are recognized through the Summit Awards program, an award‑winning wellness program, college scholarships for associates’ children, and financial help in times of need.

USI is committed to giving back to local communities and supporting a culture of environmental sustainability, partnering with eco‑conscious vendors and reducing its own environmental footprint.

The I’m With U diversity and inclusion program educates associates to better serve clients and colleagues through curated education, employee support programs, and community outreach initiatives.

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018‑2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020‑2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024‑2025).
• Certified as a Great Place To Work two years in a row (2024‑2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions! USI offers a full suite of competitive 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 programs. USI also offers a generous paid time‑off policy, paid family leave, and paid holiday time.

Salary: $85,000 – $100,000