Commercial Lines Account Manager

3 days ago


Phoenix, Arizona, United States USI Insurance Services Full time
Job Summary

We are seeking a highly skilled Commercial Lines Account Manager to join our team at USI Insurance Services. As a key member of our team, you will be responsible for managing and coordinating all service activities for commercial lines clients with revenue below $2,500. You will serve as the primary contact, responsible for developing and maintaining strong client relationships, understanding and executing marketing strategies, analyzing options, presenting recommendations, and implementing insurance programs. Your goal will be to maintain a 92% or above retention rate on your assigned book of business.

Key Responsibilities
  • Accountable for the client relationship, account retention, and developing a comprehensive and competitive insurance program.
  • Work independently to inform and educate clients on policy changes, exclusions, insurance coverages, and insurance industry trends.
  • Respond to client and insurance carrier requests within agreed-upon timeframes.
  • Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.
  • Negotiate renewal and/or new line of coverage with knowledge of carrier underwriting guidelines.
  • Prepare proposals and summaries of insurance, as needed.
  • Assist clients with claims reporting.
  • Adhere to company's credit and collection policy in invoicing and pursuing prompt payments.
  • Manage client account in accordance with USI guidelines and key performance indicators.
  • Keep current on industry information, technology, and trends.
Requirements
  • 2 years of experience in a Commercial Property & Casualty insurance agency.
  • College degree preferred.
  • Must hold or be willing to earn Property and Casualty insurance license.
  • Hold an industry designation or be willing to further industry knowledge through courses.
  • Knowledge of Sagitta/ImageRight preferred.
  • Strong written, verbal, and interpersonal communication skills.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Ability to work in a fast-paced, team environment with minimal instruction and a high degree of accuracy.
Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world, with over $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide. We offer a dynamic personal and professional development culture, investing heavily in our associates and celebrating their growth and success through our employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work

Unrivaled Resources and Support

USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we're working to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winning diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

USI has been recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years (2018-2023) and named to Business Insurance's annual list of the Best Places to Work in Insurance four years in a row (2020-2023). We are committed to providing a full-suite of competitive benefits for our growing population and its diverse needs, 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.



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