7+ years experience in Commercial Property & Casualty Insurance Agency
Preferred college degree
Previous managerial experience preferred
In-depth knowledge of insurance agency systems and processes
State Property & Casualty insurance license required
Industry designations like ARM, CIC, CPCU preferred or expected to be pursued
Strong organizational skills and communication abilities
Responsibilities
Manage full-cycle recruitment and development of account management team
Keep team informed on industry trends and processes through meetings
Ensure team achieves 92% client retention rate
Promote account rounding and cross-sell opportunities
Collaborate with leadership to meet profit and growth goals
Optimize service model for Select Commercial Lines book of business
Develop relationships with carriers for timely policy renewals
Benefits
Comprehensive health, dental, and vision plans
401(k) and flexible spending account options
Short and long-term disability insurance
Generous paid time off and paid family leave
Paid holidays and unique employer-sponsored programs
Full Job Description
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.
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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.
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.
