Select National Account Manager

General Description: Responsible for the retention of temporarily assigned client accounts. Responsible for managing client service needs. Activities include new and renewal marketing, fielding questions and requests and coverage review.

Responsibilities:

• Service a high volume of accounts utilizing carrier websites and online rating systems.
• Provide insurance technical expertise to clients.
• Manage client renewal expirations and avoid any lapse in coverage.
• Submit to eligible and appropriate carriers and follow-up to ensure timely receipt of quotes and policies.
• Respond to underwriter’s questions in a timely and professional manner.
• Processes client policies, endorsements, audits, cancelations, and reinstatements.
• Prepare proposals and summaries of insurance, as needed.
• Meet select client service level agreements (SLA’s) based on client revenue tier.
• Refer clients to carriers for direct reporting of claims. Submit first reports of claims when needed.
• Transition temporarily assigned clients to permanent account manager when deemed appropriate.
• Meet with team to discuss performance, key initiatives and specific client service needs.
• Work within the USI Small Business initiatives included, but not limited to, placing business in and utilizing carrier service centers, consolidation of accounts with carriers/wholesalers, utilize direct bill and download where ever possible.
• Execution of AMS data integrity and account management Best Practice file audits in assigned regions, as time allows.
• Other projects or duties, as needed.

Knowledge, Skills and Abilities:

• 2-5 years experience in Commercial Lines Agency. College degree preferred, but not required.
• Strong written, oral, and interpersonal communication skills.
• Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.
• Industry designation such as ARM, CIC, CPCU strongly preferred.
• Knowledge of Sagitta/ImageRight preferred, but not required.
• Able to work in a fast-paced, team environment with minimal instruction.
• Keep informed about industry information, technology and trends.

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.