Description and RequirementsGeneral 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.
