Commercial Lines Insurance Account Manager

4 weeks ago


Houston, Texas, United States USI Holdings Corporation Full time
Job Description

Job Title: CL Account Manager

Job Summary: We are seeking a highly skilled Commercial Lines Insurance Account Manager to join our team. The ideal candidate will have a strong understanding of Property & Casualty insurance and excellent communication skills.

Responsibilities
  1. Client Support: Provide proactive, personalized support to assigned Commercial Lines clients.
  2. Insurance Expertise: Provide insurance technical expertise to clients and other members of the Account Management team.
  3. Renewal Marketing: Responsible for marketing and placement of client Commercial Lines insurance renewals.
  4. Client Relationship Management: Manage client renewal expirations and avoid any lapse in coverage.
  5. Carrier Negotiation: Negotiate with carriers on behalf of clients.
  6. Policy Management: Process policies, endorsements and audits as needed.
  7. Cross-Selling: Champion client cross-selling initiatives and develop customer accounts.
  8. Internal Representation: Represent client interests in internal USI account strategy meetings.
  9. Delegation: Delegate administrative client tasks to assigned Account Representatives.
  10. Communication: Respond to underwriters' questions in a timely and professional manner.
  11. Accuracy: Maintain a high degree of accuracy in agency management systems.
Requirements
  • Experience: 2-5 years experience in a Commercial Lines agency.
  • Education: College degree preferred.
  • License: Must hold or be willing to earn Property & Casualty insurance license.
  • Designations: Industry designation such as ARM, CIC, CPCU preferred.
  • Skills: Comfortable with internet-based programs and Microsoft Office products.
  • Knowledge: Knowledge of Sagitta / ImageRight preferred, but not required.


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