Select National Account Manager
Location:
Remote- United States
Apply nowGeneral 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.
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