Personal Lines Account Manager

Description and Requirements

The Role:

As a Preferred Client Services Account Manager, you will play a vital role in servicing, retaining, and supporting the sales of Personal Risk client accounts assigned to our Customer Care Center. Your responsibilities will include managing new and renewal marketing, responding to client inquiries, and reviewing policies and coverage to ensure our clients receive exceptional service and support.

• Handle a high volume of inbound calls and participate in the daily rotating call queue.
• Independently service client accounts using carrier websites and online rating systems.
• Provide technical expertise in servicing new and existing clients through account development, problem-solving, and sales support aligned with USI Core Values.
• Respond to client requests and insurance inquiries across all Personal Lines Property & Casualty coverages.
• Prepare and submit applications for new business and remarketing to carriers, and follow up to ensure timely quotes and policy issuance.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain accurate client files and documentation per company workflows and best practices, ensuring data integrity in agency management systems.
• Refer clients to carriers for direct claim reporting and submit first reports for specialty markets when needed.
• Stay current on industry developments, new products, legislation, coverages, and technology.

• 2-5 years of experience in Personal Lines Property & Casualty insurance with a comprehensive understanding of coverages, underwriting, and rating concepts.
• High School diploma or equivalent required; college degree preferred.
• Must hold a Property & Casualty insurance license or obtain within an agreed timeframe.
• Industry designations such as ARM, CIC, CPCU are preferred.
• Excellent written, verbal, and interpersonal communication skills.
• Proficiency with internet-based programs and Microsoft Office; knowledge of Sagitta/Work Smart is a plus.
• Ability to work autonomously in a fast-paced environment with accuracy and attention to detail.
• Strong organizational skills to prioritize and manage workflow efficiently.

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…