Select Sr Commercial Account Manager

Join to apply for the Select Sr Commercial Account Manager role at USI Insurance Services
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Salary: $64,000 - $91,000

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.

Responsibilities

• 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.

Knowledge, Skills & Abilities

• 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.

Why USI?

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 has created one of the most dynamic personal and professional development cultures in the industry, investing heavily in associates and celebrating their growth and success through unique employee reward and recognition programs.

Unrivaled Resources and Support

USI ONE Advantage® provides clients with 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.

Industry-Leading Programs, Rewards, and Recognition

Competitive pay, incentives, and benefits, along with employee programs that recognize outstanding achievement and promote healthy, productive lives.

USI offers an award-winning wellness program, college scholarships for associates’ children, and financial help in times of need.

Deep Community Engagement

Committed to giving back to local communities and supporting environmental sustainability.

Committed to a Diverse, Equitable, and Inclusive Workplace

USI’s I’m With U diversity, equity, and inclusion program educates associates to better serve clients, prospects, teammates, and local communities.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year ).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row ).
• Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
• Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
• Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024.

Benefits

USI offers a comprehensive suite of health, welfare, and financial 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 and voluntary programs.

Generous paid time off, paid family leave, and paid holiday time are also provided.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Sales and Business Development

Industries: Insurance

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