Senior Commercial Lines Account Manager II; Select

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.

Responsibilities:

·         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.

o   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.

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 12 paid holidays.