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Job Details

Locations
GA - Carrollton
Job ID
30204

Description and Requirements

General Description: Provide independent and proactive day-to-day account management of moderately complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review.      

Responsibilities: 
  • Work at a strategic level to develop and retain consultative partnerships with customers/prospects.  
  • Develop, implement, and monitor comprehensive customer service plans that reflect the customer's business and risk management goals.  
  • Handle all aspects of Commercial Lines Property & Casualty Insurance. Includes occasional outside service visits to the client. 
  • Accountable for marketing, preparing coverage/product recommendations, and discussing renewals with customers.  
  • Prepare proposals and summaries of insurance as needed.
  • Manage or direct client accounts/relationships. Ensure retention, growth of book of business, and that customer needs are met. 
  • Provide technical support to Program Managers or Account Executives. Includes analyzing client needs, coverage forms, and quotations.
  • Respond to Underwriters questions in a timely and professional manner.
  • Respond to client requests for information, documents, and general insurance inquiries.  
  • Adhere to Commercial Lines Best Practices. Includes written confirmation of new and renewal binding, evidence of coverage, and changes to coverage.
  • Maintain a high degree of accuracy in agency management and document management systems.
  • Identify exposure to loss and recommend appropriate coverages.
  • Provide work direction to less experienced staff as needed.

Knowledge, Skills and Abilities:
  • 5+ years of insurance experience.  
  • High school diploma or graduate equivalent degree required. 
  • For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required. 
  • Experience managing moderately complex commercial property and casualty accounts.  
  • Experience developing and maintaining strong working relationships with customers and prospects. 
  • Experience effectively marketing to carriers and customers.  
  • Working knowledge of Microsoft Office suite of products. 
  • Excellent verbal, written, and interpersonal communication skills.  
  • Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions.
  • Ability to work effectively in a team environment and across all organizational levels. 

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.