Personal Lines Account Manager

2 weeks ago


Portland, Oregon, United States USI Holdings Corporation Full time
Job Summary

We are seeking a highly skilled Personal Lines Account Manager to join our team at USI Holdings Corporation. As a key member of our Customer Care Center, you will be responsible for delivering exceptional service, sales, and retention of client accounts.

Key Responsibilities
  • Service client accounts independently, utilizing carrier websites and online rating systems.
  • Provide technical expertise in coordinating the service of new and existing clients through sales, account development, and problem-solving.
  • Submit quotes and policies to eligible carriers and follow up to ensure timely receipt.
  • Respond to underwriters' questions in a timely and professional manner.
  • Maintain a high degree of accuracy in agency management and document management systems.
  • Refer clients to carriers for direct reporting of claims and submit first reports of claims when necessary.
Requirements
  • 2-5 years of experience in Personal Lines Property & Casualty Insurance Agency.
  • Thorough understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts.
  • High School Graduate; College degree preferred but not required.
  • Must hold state Property & Casualty insurance license or be willing to obtain one within an agreed-upon timeframe.
  • Strong written, oral, and interpersonal communication skills.
  • Knowledge of Sagitta/WorkSmart preferred but not required.
What We Offer

USI Holdings Corporation offers a competitive salary range of $47,700 - $60,000, a generous paid time off policy, paid family leave benefit, and 12 paid holidays. This is a Paid Time Off/Paid Sick Leave eligible position with 18 days per year. This is also a bonus eligible position with a target incentive of 5%.



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