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Job Details

Locations
MN - Bloomington
Job ID
31391

Description and Requirements

General Description: Responsible for managing the operational activities for Select Commercial Lines Account Management team in assigned region. Ensure the service team maintains 92% or above client retention. Supports the USI sales process.

Responsibilities:
• Responsible for full-cycle recruitment, management, and development of Select Commercial Lines Account Management team. Includes training, coaching, and performance management.
• Keep account management team informed on industry trends and USI processes through regular team and individual meetings.
• Accountable for team achieving 92% or above client retention. Regularly meet with account managers to strategize on upcoming renewals.
• Promote account rounding and cross-sell/referral opportunities.
• Work with regional and national leadership to meet corporate profit and growth objectives.
• Optimize Select Commercial Lines book of business via client service model. Comprised of account management, outsourcing, and segmentation.
• Develop and maintain carrier relationships to renew policies timely and solve client and account management issues.
• Maintain quality control utilizing reports to renew policies, avoid lapses in coverage, and achieve service goals. Perform periodic quality audits.
• Adhere to company’s credit and collection policy in invoicing and pursuing prompt client payments.
• Oversee team workload and maintain appropriate staffing levels.
• Create and maintain relationships with regional peers to foster internal stewardship. Expedite segmentation transfers working in conjunction with both the regional project manager and commercial lines middle market managers.
• Develop effective interdepartmental communication strategies. Foster team behavior and a sales-oriented culture.
• Integrate new acquisition personnel and clients to Select Commercial Lines service model and processes.
• Support new business growth and assign service team resources.

Knowledge, Skills and Abilities:
• 7 years + experience in Commercial Property & Casualty Insurance Agency. 
• College degree preferred.
• Prior managerial experience preferred. Ability to manage others effectively.  
• In-depth knowledge of agency management system functionality, workflow procedures, underwriting, sales, and service processes.
• Must hold a state Property & Casualty insurance license.  
• Industry designation such as ARM, CIC, CPCU preferred or expected to pursue a designation.
• Ability to carry out complex tasks with many concrete and abstract variables.  
• Comfortable with internet-based programs and Microsoft Office products.  
• Knowledge of Sagitta/ImageRight preferred, but not required.
• Proven ability to work in a fast paced, team environment with minimal instruction and a high degree of accuracy.
• Strong organizational skills with ability to manage and negotiate multiple priorities and deadlines.
• Strong written, verbal, and interpersonal communication skills.

#LI-TM1

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.


Salary Range: $140,000 - $150,000

This position is bonus eligible with a target of 20%.