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National Select Account Manager

Location:

Remote- Central Time Zone, Remote- Eastern Time Zone, Remote- Mountain Time Zone, Remote- Pacific Time Zone

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General Description: 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.
  • Occasional outside service visits, to the client, may be required.
  • Identify policies requiring renewal attention – contact client for updated information.
  • 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.
  • 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.
  • 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.
  • Other projects or duties, as needed.

Knowledge, Skills and Abilities:

  • 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.
  • 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.
  • 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.
 
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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.


Job ID:

22845

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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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