Skip to content

Select CL Account Manager- Tampa, FL

Location:

AL - Birmingham, FL - Fort Lauderdale, FL - Tampa, TN - Franklin, TN - Nashville

Apply now Share Share Select CL Account Manager - FL, AL, TN with Facebook Share Select CL Account Manager - FL, AL, TN with LinkedIn Share Select CL Account Manager - FL, AL, TN with Twitter Share Select CL Account Manager - FL, AL, TN with a friend via e-mail

General Description: Manage and coordinate all service activities for commercial lines clients $2,500 in revenue or below. Serve as primary contact, responsible for developing and maintaining strong client relationships. Understand and execute marketing, analyze options, present recommendations, and implement insurance programs. Maintain 92% or above retention on assigned book of business.

Responsibilities:

  • Accountable for the client relationship, account retention, and developing a comprehensive and competitive insurance program.
  • Work independently to inform and educate clients on policy changes, exclusions, insurance coverages, and insurance industry trends.
  • Respond to client and insurance carrier requests within agreed upon times.
  • Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.
  • Negotiate renewal and/or new line of coverage with knowledge of carrier underwriting guidelines.
  • Prepare proposals and summaries of insurance, as needed.
  • Assist clients with claims reporting.
  • Adhere to company‚Äôs credit and collection policy in invoicing and pursuing prompt payments. Request cancellations in accordance with company standards.
  • Manage client account in accordance with USI guidelines and key performance indicators.
  • Keep current on industry information, technology, and trends.

Knowledge, Skills, and Abilities:

  • 2 years of experience in a Commercial Property & Casualty insurance agency.
  • College degree preferred.
  • Must hold or be willing to earn Property and Casualty insurance license.
  • Hold an industry designation or be willing to further industry knowledge through courses.
  • Knowledge of Sagitta/ImageRight preferred. 
  • Strong written, verbal, and interpersonal communication skills.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Ability to work in a fast-paced, team environment with minimal instruction and a high degree of accuracy.
#LI-CG1

#LI-HYBRID



JD

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:

26719

Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
Notice to 3rd Party Recruiters

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.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email recruiting@usi.com