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Small Business CL Account Manager

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Responsible for the retention of assigned client accounts. Responsible for

managing client service needs. Activities include, but not limited to new and renewal marketing,

handling client questions and requests, policy checking and coverage review. Required to perform

essential functions and meet service standards and Best Practices developed by USI.

Responsibilities:

• Service a high volume of accounts independently (without producer involvement) utilizing

carrier websites and online rating systems.

• Provide technical expertise in coordinating the inside service of new and existing clients through

sales, account development, and problem solving in accordance with the objectives and

procedures based on USI Core Values and Standards.

• Respond to client requests for information, documents, and general insurance inquiries. Handle

all aspects of Commercial Lines Property & Casualty Insurance. Occasional outside service visits,

to the client, may be required.

• Maintain renewal expirations, avoid any lapse in coverage. Identify policies requiring renewal

attention – contact client for updated information.

• Prepare applications and required information for new and renewal submissions. Submit to

eligible and appropriate carriers and follow-up to ensure timely receipt of quotes and policies.

• Respond to underwriters questions in a timely and professional manner.

• Orders and/or issues binders, certificates, endorsements, policies and other related items; verify

their accuracy and deliver to client with appropriate correspondence.

• Prepare proposals and summaries of insurance, as needed.

• Maintain client files accurately and consistently; responsible for proper documentation of files

and proper communication to all in accordance with company workflows, procedures and best

practices. Maintain a high degree of accuracy in agency management and document

management systems. Adhere to Imageright workflows.

• Refer clients to carriers for direct reporting of claims. Submit first reports of claims (when

necessary – for specialty markets, wholesalers, etc , facilitate prompt response from carrier.

• Refer clients to carriers for direct reporting of claims. Submit first reports of claims (when necessary – for specialty markets, wholesalers, etc , facilitate prompt response from carrier. 

• Work within the USI Small Business initiatives included, but not limited to, placing business in and utilizing carrier service centers, consolidation of wholesaler business, utilize direct bill and download where ever possible.


Knowledge, Skills and Abilities:

• 2-5 years experience in Commercial Property & Casualty Insurance Agency along with a

thorough understanding of all Property & Casualty insurance coverages, underwriting and rating

concepts.

• High School Graduate. College degree preferred, but not required.

• Must hold state Property & Casualty insurance license or willing to obtain one within an agreed

upon timeframe.

• Hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge

through courses.

• Must be comfortable with internet based programs as well as intermediate knowledge of

Microsoft office products. Knowledge of Sagitta/ImageRight preferred, but not required.

• Ability to work in a fast paced environment with minimal instruction and a high degree of

accuracy.

• Sets priorities and manages work flow to ensure efficient, timely and accurate processing of

transactions and other responsibilities.

• Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and

other business contacts. Ability to work in a team environment.

• Keep informed regarding industry information, new product information, legislation, coverages

and technology to continuously improve knowledge and performance.

• Interact with others effectively by utilizing good communication skills, cooperating purposefully

and providing information and guidance, as needed, to achieve the business goals of the

company.and utilizing carrier service centers, consolidation of wholesaler business, utilize direct bill and

download where ever possible.

• Other projects or duties, as needed.


Job ID:

17897

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