CL Sr. Account Manager

Location:

NY – Uniondale

Job

Salary: $95,000 – $120,000 per year, bonus eligible.

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 a 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.

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. We have created one of the most dynamic personal and professional development cultures in the industry.

USI ONE Advantage® delivers a robust set of risk management and benefit solutions with bottom‑line financial impact, representing Omni, Network, and Enterprise – the three key elements that set USI apart from the competition.

Competitive pay, incentives, and benefits. Recognized in various awards including Best Insurance Employers and Best Places to Work. Employee programs support health, wellness, scholarships, and financial assistance.

USI’s I’m With U program educates associates to better serve clients and communities and build an inclusive culture.

Dedicated to giving back through local nonprofits, environmental initiatives, and sustainable practices.

Health, wellness, dental and vision; 401(k) with match; flexible spending and health savings accounts; short and long‑term disability; life insurance; generous paid time off, family leave, and paid holidays.

The salary ranges from $95,000 to $120,000 per year, depending on experience. The final offer is based on qualifications, relevant experience and demonstrated skills. This role is bonus eligible.

Employment type:

Full‑time

Seniority level:
Mid‑Senior level

Job function:
Sales and Business Development;
Industries:
Insurance