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Job Details

Locations
PA - Newtown Square
Job ID
31196

Description and Requirements

General Description: Responsible for account management of complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review.

Responsibilities: 
  • Work at a strategic level to develop and retain consultative partnerships with customers/prospects.  
  • Develop, execute, and monitor comprehensive customer service plans. Ensure plans reflect the customer's business and risk management goals and objectives.  
  • Accountable for marketing. Includes advising customers regarding renewals and recommending coverage products/risk control approaches.   
  • Contribute to new business development. Identify cross-sell opportunities and seek referrals from existing customers.  
  • Manage or direct client accounts/relationships. Ensure retention and growth of book of business.
  • Provide technical support to Program Managers. Includes analyzing client needs, coverage forms, and quotations.
  • Provide technical expertise to new and existing clients. Includes coordinating the servicing of clients through sales, account development, and problem solving.
  • Respond to client requests for information, documents, and general insurance inquiries.  
  • Respond to Underwriters questions in a timely and professional manner.
  • Maintain a high degree of accuracy in agency management and document management systems.
  • Identify exposure to loss and recommend appropriate coverages.
  • Provide leadership and guidance to less experienced staff as needed.

Knowledge, Skills and Abilities:
  • 7+ years of insurance experience.  
  • High school diploma or graduate equivalent degree required.
  • Must hold or will obtain Property & Casualty and/or appropriate business licensure. 
  • Experience managing complex commercial property and casualty accounts.  
  • Experience developing and maintaining strong working relationships with customers and prospects. 
  • Experience effectively marketing to carriers and customers.  
  • Working knowledge of Microsoft Office suite of products. 
  • Excellent verbal, written, and interpersonal communication skills. 
  • Strong problem-solving skills. Ability to comprehend customer needs and recommend solutions.
  • Ability to work effectively in a team environment and across all organizational levels. 
  • Ability to be flexible and adaptable to changing priorities and deadlines.  

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.