Personal Risk Client Services Account Manager

Why USI?
With over $2 billion in revenue and more than 9,000 associates located in approximately 200 offices across the country, USI is one of the largest insurance brokerage and consulting firms in the world.

At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!

Unrivaled Resources and Support
The USI ONE Advantage^® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement
We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is committed to ensuring a fair, diverse, and inclusive work environment for all. Our diversity, equity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

• Recognized as one of Insurance Business America’s Top Insurance Employers for five consecutive years (2018-2022).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
• Gold recipient, American Heart Association’s Workplace Health Achievement Index, three years in a row (2018-2021).

General Description: Responsible for the service, sales and retention of client accounts assigned to the Customer Care Center.  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 client accounts independently utilizing carrier websites and online rating systems.
• Provide technical expertise in coordinating the 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.
• 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.
• Maintain a high degree of accuracy in agency management and document management systems.
• Refer clients to carriers for direct reporting of claims. Submit first reports of claims (when necessary) for specialty markets and facilitate prompt response from carrier.
• Work within the USI Personal Risk initiatives included, but not limited to, placing business in and utilizing carrier service centers, direct bill and download where ever possible.

Knowledge, Skills and Abilities:

• 2-5 years experience in Personal Lines 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.
• Ideally (but not required) hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge through courses.
• Strong written, oral and interpersonal communication skills.
• Knowledge of Sagitta/WorkSmart 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.

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.