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Commercial Lines Senior Account Manager; Select

2 weeks ago


Washington, Washington, D.C., United States USI Insurance Services Full time
General Description: Consultative account management partner for Commercial Lines (Select) client accounts of $2,500 - $20,000 in revenue. Activities include marketing, analyzing coverage options, presenting recommendations, and implementing insurance programs. Maintain 92% or above retention on assigned book of business. Support USI sales process by participating in new business sales opportunities.

Responsibilities:


• Provide proactive, personalized support to assigned Select Commercial Lines clients.


• Make recommendations for client insurance programs based on USI's proprietary solution set. Provide advanced technical expertise to clients and prospects.


• Support sales and cross-selling opportunities. Accompany Producer and Practice Leaders to meet with prospective clients.


• Manage client account in accordance with USI guidelines and key performance indicators.


• Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.


• Responsible for marketing and placement of client insurance renewals.


• Determine most-appropriate carriers for market pricing.


• Analyze and compare carrier quotes and coverage offerings.


• Make insurance program recommendations to clients.


• Develop strong relationships with insurance carriers to negotiate on client's behalf.


• Adhere to company's credit and collection policy in invoicing and pursuing prompt payments. Request policy cancellations in accordance with company standards.


• Manage client account in accordance with USI guidelines and key performance indicators.


• Keep current on industry information, technology, and trends.


• Mentor more junior members of the Select Commercial Lines team.

Knowledge, Skills, and Abilities:


• 3-5 years + of experience in a Commercial Property & Casualty insurance agency.


• College degree preferred.


• Strong understanding of Property & Casualty insurance.


• Must hold a Property & Casualty insurance license.


• Knowledge of Sagitta/ImageRight preferred.


• Industry designation such as ARM, CIC, CPCU preferred.


• Comfortable with internet-based programs and Microsoft Office products.


• Able to conduct complex tasks with many concrete and abstract variables.


• Proven ability to work in a fast-paced, team environment with minimal instruction and a high degree of accuracy.


• Strong written, verbal, and interpersonal communication skills.


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