Commercial Lines Senior Account Manager - Real Estate

Commercial Lines Account Manager – USI

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.

• Proficient in using Sagitta / Image Right software (preferred).
• Strong analytical and problem‑solving skills.
• Excellent verbal and written communication abilities.
• Ability to build and maintain strong client relationships.
• Self‑motivated and results‑oriented.

With more than $2.7 billion in revenue and over 10 000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. USI offers a dynamic professional development culture, competitive pay, benefits, and a focus on innovation and client service.

• Health, wellness, dental, vision, 401(k) and flexible spending.
• Paid time off, paid family leave, and paid holiday time.
• Professional development programs and coaching.
• Employee recognition awards and wellness program.
• Community and sustainability initiatives.

USI is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or any other protected status.