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Select CL SR Account Manager II


AZ - Phoenix, AZ - Tempe

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General Description: Consultative account management partner for Commercial Lines (Select) client accounts of $5,000 - $15,000 in revenue. Activities include marketing, analyzing coverage options, presenting recommendations, and implementing insurance programs. Maintain 92% or above retention on assigned book of business. Support USI sales process by participating in the new business sales opportunities.

Provide proactive, personalized support to assigned Select Commercial Lines clients.
Make recommendations for client insurance programs based on USI’s proprietary solution set. Provide advanced technical expertise to clients and prospects. 
Support sales and cross-selling opportunities. Accompany Producer and Practice Leaders to meet with prospective clients.
Manage client account in accordance with USI guidelines and key performance indicators.
Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.
Responsible for marketing and placement of client insurance renewals. 
Determine most-appropriate carriers for market pricing.
Analyze and compare carrier quotes and coverage offerings. 
Make insurance program recommendations to clients.
Develop strong relationships with insurance carriers to negotiate on client’s behalf.
Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments.  Request policy 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.
Mentor more junior members of the Select Commercial Lines team. 

Knowledge, Skills and Abilities:
5 years + of experience in a Commercial Property & Casualty insurance agency.
College degree preferred.
Strong understanding of Property & Casualty insurance. 
Must hold a Property & Casualty insurance license.
Knowledge of Sagitta/ImageRight preferred.
Industry designation such as ARM, CIC, CPCU preferred.
Comfortable with internet-based programs and Microsoft Office products.
Able to carry out complex tasks with many concrete and abstract variables.  
Proven ability to work in a fast-paced, team environment with minimal instruction and a high degree of accuracy.
Strong written, verbal, and interpersonal communication skills.

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).

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.

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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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