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Select National Account Manager


Remote- United States

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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.


  • 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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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.

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