USI Insurance

General Description: Assist with managing operational activities of assigned Select Service team members. Serve as a consultative account manager for key Commercial Lines Select clients with revenue between $5,000 - $15,000. Ensure service team maintains 92% or above client retention. Support the USI sales process by onboarding new clients effectively.

Responsibilities:

• Manage five or more employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance, and approval of expense reports.
• Provide strong insurance technical expertise to both clients and Select team members.
• Partner with SCL Regional Manager in support of company operational objectives. 
• Maintain quality control of team renewal expirations to avoid any lapses in coverage. Ensure team members are addressing renewals in a timely manner.
• Monitor adherence to service standards through Key Performance Indicator (KPI) reporting.
• Perform periodic quality audits, when necessary.
• Assist with interviewing, hiring, training, and development of assigned team as designated by the SCL Regional Manager.
• Oversight of outsourcing initiative, including integration of new and existing carrier service centers.
• Manage client accounts in accordance with USI guidelines and key performance indicators. Occasional outside service visits to clients may be required.
• Adherent to company’s credit and collection policy in invoicing and pursuing prompt payments. Request policy cancellations in accordance with company standards.
• Keep current on industry information, technology, and trends.

Knowledge, Skills, and Abilities:

• 5 years + experience in Commercial Property & Casualty Insurance Agency. 
• College degree preferred.
• Prior managerial experience with the ability to manage others effectively.
• Must hold state Property & Casualty insurance license.
• Industry designations such as ARM, CIC, and CPCU preferred or expected to pursue a designation.
• Ability to conduct complex tasks with many concrete and abstract variables.
• Strong written, verbal, and interpersonal communication skills.
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Sagitta/ImageRight preferred but not required.
• Strong organizational skills with ability to manage and negotiate multiple priorities and deadlines.
• Proven ability to work in a fast paced, team environment with minimal instruction and a high degree of accuracy.

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.