Select Sr Commercial Account Manager

General Description

Manage and coordinate all service activities for commercial lines clients $5,000 in revenue and above. Serve as primary contact, responsible for developing and maintaining strong client relationships. Understand and execute marketing, analyze options, present recommendations, and implement insurance programs. Maintain 92% or above retention on assigned book of business.

• Accountable for the client relationship, account retention, and developing a comprehensive and competitive insurance program.
• Work independently to inform and educate clients on policy changes, exclusions, insurance coverages, and insurance industry trends.
• Respond to client and insurance carrier requests within agreed upon time frames.
• Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.
• Negotiate renewal and/or new line of coverage with knowledge of carrier underwriting guidelines.
• Prepare proposals and summaries of insurance.
• Assist clients with claims reporting.
• Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments. Request cancellations in accordance with company standards.
• Manage client account in accordance with USI guidelines and key performance indicators.
• Educate and mentor Select Commercial Lines teammates.
• Keep current on industry information, technology, and trends.
• Participate in virtual client meetings and occasional in-person client visits as required.

• 3 years of experience in a Commercial Property & Casualty insurance agency.
• College degree preferred.
• Must hold or be willing to earn Property and Casualty insurance license.
• Hold an industry designation or be willing to further industry knowledge through courses.
• Knowledge of Sagitta/Image Right preferred.
• Strong written, verbal, and interpersonal communication skills.
• Comfortable with internet-based programs and Microsoft Office products.
• Proven ability to work in a fast‑paced, team environment with minimal instruction and a high degree of accuracy.

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 back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non‑profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco‑conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Our award‑winning I’m With U diversity and…