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Job Details

Locations
CA - Irvine, CA - Woodland Hills
Job ID
30272

Description and Requirements

General Description: Assist with managing operational activities of assigned Select Service team members. Serve as a consultative account manager for key Commercial Lines Select clients with revenue between $5,000 - $15,000. Ensure service team maintains 92% or above client retention. Support the USI sales process by onboarding new clients effectively.

Responsibilities:
• Manage two or more employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance, and approval of expense reports.
• Provide strong insurance technical expertise to both clients and Select team members.
• Partner with SCL Regional Manager in support of company operational objectives. 
• Maintain quality control of team renewal expirations to avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner.
• Monitor adherence to service standards through Key Performance Indicator (KPI) reporting.
• Perform periodic quality audits, when necessary.
• Assist with interviewing, hiring, training, and development of assigned team as designated by the SCL Regional Manager.
• Oversight of outsourcing initiative, including integration of new and existing carrier service centers.
• Manage client account in accordance with USI guidelines and key performance indicators.  Occasional outside service visits to clients may be required.
• Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments.  Request policy cancellations in accordance with company standards.
• Keep current on industry information, technology, and trends.

Knowledge, Skills and Abilities:
• 5 years + experience in Commercial Property & Casualty Insurance Agency. 
• College degree preferred.
• Prior managerial experience preferred. Ability to manage others effectively.  
• Must hold state Property & Casualty insurance license.  
• Industry designation such as ARM, CIC, and CPCU preferred or expected to pursue a designation.
• Ability to carry out complex tasks with many concrete and abstract variables.  
• Strong written, verbal, and interpersonal communication skills.
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Sagitta/ImageRight preferred, but not required.
• Strong organizational skills with ability to manage and negotiate multiple priorities and deadlines.
• Proven ability to work in a fast paced, team environment with minimal instruction and a high degree of accuracy.

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Why USI?
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, 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. 

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, 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. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. 

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
  • Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list. 
  • Honored by Glassdoor as a Best-Led Company in the U.S. in 2024. 
  • Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!


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.


$75,000-$90,000