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Aff Program Account Manager


PA - Newtown Square

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General Description: Service accounts for assigned programs. Responsible for responding to inquiries from customers and/or brokers. Ensure service requirements are met or exceeded.  

Retain and develop existing customer accounts from assigned book of business. Provide management status reports on book. 
Identify customer needs and exposures. Counsel customers and/or brokers on appropriate coverage and provide advice.  Present proposals to customers.
Develop and maintain relationships with underwriters and customers.
Respond to or redirect phone calls and correspondence, as needed, with a sense of urgency.
Expedite service responses to external customers.
Cross-sell, round accounts, and refer new business opportunities.
Communicate with carrier underwriters on account status and changes.  
Negotiate terms of policies with underwriters with the guidance of manager or supervisor.
Send quotes and provide documentation. Including applications, supplements, confirmation of coverage letters, certificates, and policies to insureds/brokers.
Attend meetings, seminars, and conferences to keep current on market and product changes. Communicate changes to stakeholders.
Escalate problems to managers as appropriate.
Maintain accurate information in agency management systems.
Complete and submit policy change requests in a timely and accurate manner.
Review and manage outstanding accounts receivables.
Assist producer with new business placement. May include invoicing and binding in the company and carrier systems.

Knowledge, Skills and Abilities:
High School Diploma or equivalent required.
Prior customer service experience required.
Insurance industry experience servicing accounts required.  
Commercial insurance experience preferred. Applicable product line of business experience is a plus.
Knowledge of the Microsoft Office products, including Word, Excel, Access, and Outlook.  
Must hold or be willing to earn Property & Casualty insurance license within 45 days of hire. 
Sales and customer service orientation required.
Ability to develop and maintain strong business relationships. 
Ability to work in a fast-paced, team environment with minimal instruction.
Must have excellent organizational skills and attention to detail.  

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range 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. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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