Senior Commercial Lines Account Representative, Select

Description and Requirements Requirements Description and Requirements

General Description: Assist Account Managers in completing client tasks, meeting retention goals, and supporting growth for Select Commercial Lines clients up to $15,000 in revenue. Continue to develop client service skills and technical insurance product knowledge through available educational and agency resources. Independently address carrier service center client issues and manage assigned clients.

• Review and process client policies, endorsements, audits, cancellations, and reinstatements to ensure accuracy.
• Generate auto ’s cards upon request.
• Maintain accurate information in agency management systems.
• Request information from insurance carriers such as loss runs and endorsement changes.
• Process renewal certificates and insurance holder updates.
• Complete online carrier rating and endorsement process.
• Prepare summary of insurance documents and finance agreements.
• Engage in renewal process by gathering both client and insurance carrier information and completing applications.
• Prepare renewal proposals and participate in client meetings.
• Invoice policies, including complex invoicing as assigned.
• Manage carrier service center escalations by solving client issues and/or remarketing account.
• Service a limited number of clients independently following USI best practices.
• Maintain regional mailbox and direct emails to appropriate resource.
• Active engagement and participation in training with emphasis on gaining knowledge necessary to perform Account Manager role.

• 1 year + experience in a Commercial Property & Casualty insurance agency.
• Associates degree preferred.
• Must hold Property & Casualty insurance license.
• Able to work in a fast-paced team environment, be detailed, and prioritize work.
• Strong written, verbal, and interpersonal communication skills.
• Strong client service skills.
• Working knowledge of internet-based programs and Microsoft Office products.
• Resourceful, eager to learn new concepts, and continue professional development.
• Open to feedback, coaching, and development.

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. 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.

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise - the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

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. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

We are committed to giving…