USI Insurance

General Description: Responsible for managing operational activities of a team of Account Management professionals. Will also act as Senior Account Manager for a small number of mid-to-large sized Commercial Lines clients.

Responsibilities:

· Responsible for full-cycle management and development of two or more employees.

· Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.

· Act as Account Management team escalation point for complex client issues and question.

· Lead regular team meetings with Account Management and Sales Executive staff.

· Partner with Commercial Lines Manager in support of company operational objectives.

· 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.

· Manage team quality control of client renewals, ensure adherence to service standards and perform periodic quality audits.

· Direct team support work to Account Representative team members.

· If also directly managing clients, provide proactive, personalized support to assigned accounts, including:

o Marketing and placement of renewals.

o Negotiating with carriers on behalf of clients.

o Processing policies, endorsements and audits as needed.

o Representing client interests in internal strategy meetings.

o Maintain high degree of accuracy in agency management systems.

o Responding to underwriters’ questions in a timely manner.

Knowledge, Skills and Abilities:

· 5 years + experience in a Commercial Lines agency.

· College degree preferred.

· Prior managerial experience 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/ImageRight preferred.

· Able to carry out complex tasks with many concrete and abstract variables.

· Able to work in a fast-paced, team environment with minimal instruction.

· Keep informed about industry information, technology, and trends.