Description and RequirementsGeneral Description: Manage 20 to 30 large and/or complex Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives team and provide guidance to Account Representatives and/or Account Managers.
Responsibilities:- Provide proactive, personalized support to assigned high-touch, complex Commercial Lines clients.
- Provide insurance technical expertise to clients and members of the Account Management and Sales Executive team.
- Responsible for marketing and placement of client Commercial Lines insurance renewals.
- With assistance from Account Representatives, prepare client applications for review.
- Determine most-appropriate carriers for market pricing.
- Analyze and compare carrier quotes and coverage offerings.
- Make insurance program recommendations to clients.
- Manage client renewal expirations and avoid any lapse in coverage.
- Complex negotiation with carriers on behalf of clients.
- Process policies, endorsements and audits as needed.
- Champion client cross-selling initiatives and develop customer accounts.
- Represent client interests in internal USI account strategy meetings.
- Delegate administrative client tasks to assigned Account Representatives.
- Respond to underwriters' questions in a timely and professional manner.
- Maintain a high degree of accuracy in agency management systems.
- Frequent in-person attendance at face-to-face client meetings, with and without Sales Executives.
- Regular carrier interaction and frequent face-to-face meetings with underwriters
Knowledge, Skills and Abilities:- 10+ years experience in a Commercial Lines agency. College degree preferred.
- Expert understanding of Property & Casualty insurance.
- Must hold a Property & Casualty insurance license.
- Industry designation such as ARM, CIC, CPCU strongly preferred.
- Comfortable with internet-based programs and Microsoft Office products.
- Knowledge of Sagitta / ImageRight preferred, but not required.
- Strong communication and negotiation skills.
- Able to work in a fast-paced, team environment with minimal instruction.
- Keep informed about industry information, technology and trends.
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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.
