Select CL Account Manager

3 months ago

Phoenix, United States USI Insurance Services Full time
General Description: Manage and coordinate all service activities for commercial lines clients $2,500 in revenue or below. Serve as primary contact, responsible for developing and maintaining strong client relationships. Understand and execute marketing, analyze options, present recommendations, and implement insurance programs. Maintain 92% or above retention on assigned book of business.
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. Request 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.
Knowledge, Skills and Abilities: • 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.
#LI-CG1 #LI-Hybrid Why USI? With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work
Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. 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 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 E to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace Our award-winning diversity, equity, and inclusion program educated 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
  • Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
  • Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
  • Visit our for a complete list of industry awards and recognitions

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 .


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