Description and RequirementsGeneral Description: Provide independent and proactive day-to-day account management of moderately complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review.
Responsibilities: - Work at a strategic level to develop and retain consultative partnerships with customers/prospects.
- Develop, implement, and monitor comprehensive customer service plans that reflect the customer's business and risk management goals.
- Handle all aspects of Commercial Lines Property & Casualty Insurance. Includes occasional outside service visits to the client.
- Accountable for marketing, preparing coverage/product recommendations, and discussing renewals with customers.
- Prepare proposals and summaries of insurance as needed.
- Manage or direct client accounts/relationships. Ensure retention, growth of book of business, and that customer needs are met.
- Provide technical support to Program Managers or Account Executives. Includes analyzing client needs, coverage forms, and quotations.
- Respond to Underwriters questions in a timely and professional manner.
- Respond to client requests for information, documents, and general insurance inquiries.
- Adhere to Commercial Lines Best Practices. Includes written confirmation of new and renewal binding, evidence of coverage, and changes to coverage.
- Maintain a high degree of accuracy in agency management and document management systems.
- Identify exposure to loss and recommend appropriate coverages.
- Provide work direction to less experienced staff as needed.
Knowledge, Skills and Abilities:- 5+ years of insurance experience.
- High school diploma or graduate equivalent degree required.
- For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required.
- Experience managing moderately complex commercial property and casualty accounts.
- Experience developing and maintaining strong working relationships with customers and prospects.
- Experience effectively marketing to carriers and customers.
- Working knowledge of Microsoft Office suite of products.
- Excellent verbal, written, and interpersonal communication skills.
- Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions.
- Ability to work effectively in a team environment and across all organizational levels.
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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.
