USI Holdings Corporation

Commercial Lines Team Leader

USI Holdings Corporation • $90K — $190K *
Seattle, WA 98115In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5+ years of experience in Commercial Property & Casualty Insurance with solid understanding of coverage and underwriting concepts.
  • High School Diploma required; college degree preferred.
  • Prior managerial experience preferred; ability to manage others effectively is essential.
  • State Property & Casualty insurance license required or must be obtained within a specified timeframe.
  • Industry designations such as ARM, CIC, or CPCU preferred, with encouragement to pursue further education.

Responsibilities

  • Manage operational activities to ensure consistent service standards and professionalism.
  • Provide technical expertise for client account development and problem solving.
  • Respond to client inquiries and handle aspects of Commercial Lines Property & Casualty Insurance.
  • Maintain quality control over renewal expirations to prevent coverage lapses and ensure timely responses.
  • Monitor service standards through Key Performance Indicator (KPI) reporting and produce monthly reports for policy management.
  • Identify and resolve workload issues within the department.
  • Conduct quality audits as needed, ensuring accurate documentation and communication.

Benefits

  • Hybrid work model allowing flexibility.
  • Ongoing professional development opportunities and potential for industry certifications.
  • Supportive team environment fostering collaboration and knowledge sharing.
Full Job Description
Description and Requirements

General Description: Responsible for managing the operational activities of the unit/department in order to ensure consistent standards of service and professionalism. Required to perform essential functions and meet service standards, Best Practices, and Risk Management Quality Control standards developed by USI. Individual in this position may also have responsibilities handling a book of business and adhere to Account Manager Position description, as well.

Responsibilities:
  • Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
  • Expertise in understanding the USI ONE Advantage; Stewardship process and deliverables identified via the OMNI engine. Contribute information and ideas during strategy meetings.
  • Respond to client requests for information, documents, and general insurance inquiries. Handle all aspects of Commercial Lines Property & Casualty Insurance. Occasional outside service visits, to the client, may be required.
  • Maintain quality control of renewal expirations, avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner.
  • Monitor adherence to service standards through Key Performance Indicator (KPI) reporting.
  • Produce and monitor various monthly reports to ensure all policies have been renewed in a timely manner, invoicing is completed in accordance with Best Practices, review team members open items, workloads and backlog.
  • Identify, plan and resolve routine department coverage and workload issues. Take necessary action to resolve issues.
  • Perform periodic quality audits, when necessary.
  • Maintain client files accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures and best practices. Maintain a high degree of accuracy in agency management and document management systems.
  • Responsible for management of 2 or more employees.
  • Responsible for interviewing, hiring, training and development of the team.
  • Manage 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.
  • Other projects or duties, as needed.

Knowledge, Skills and Abilities:
  • 5+ years experience in Commercial Property & Casualty Insurance Agency along with comprehensive understanding of all Property & Casualty insurance coverage's, underwriting and rating concepts.
  • High School Graduate. College degree preferred, but not required.
  • Prior managerial experience preferred, but not required. Ability to manage others effectively.
  • Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.
  • Hold an industry designation such as ARM, CIC, and CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
  • Ability to carry out complex tasks with many concrete and abstract variables.
  • Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft office products. Knowledge of Sagitta/ImageRight preferred, but not required.
  • Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy.
  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment.
  • Keep informed regarding industry information, new product information, legislation, coverage's and technology to continuously improve knowledge and performance.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.


#LI-JB7

#LI-Hybrid

Salary Range: $90,000 - $190,000

About USI Holdings Corporation

USI is a leading insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk, program and retirement solutions throughout the United States. Headquartered in Valhalla, New York, USI has over 200 offices across the United States. USI combines industry-leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI, we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting-edge solutions so our clients can continue to invest and grow.
Learn more about USI Holdings Corporation
Size
4,800 employees
Industry
Finance & Insurance
Founded
1994
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at USI Holdings Corporation

More Finance & Insurance Jobs

Find similar Commercial Lines Team Leader jobs:

NationwideSeattle, WA