USI Insurance Services
Account Manager - Financial Services
USI Insurance Services, Dallas, Texas, United States, 75215
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Account Manager - Financial Services
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USI Insurance Services 4 days ago Be among the first 25 applicants Join to apply for the
Account Manager - Financial Services
role at
USI Insurance Services Direct message the job poster from USI Insurance Services Senior Talent Acquisition Partner - Specialty Groups
Requirements
Description and Requirements
General Description:
Provide day-to-day account management to less complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review. Support Program Managers and Account Executives.
Responsibilities
Responsible for the retention of assigned client accounts. Handle all aspects of Commercial Lines Property & Casualty Insurance. Includes occasional outside service visits to the client. Accountable for marketing, preparing coverage/product recommendations, and discussing renewals with customers. Prepare proposals and summaries of insurance as needed. Develop and maintain working relationships with customers/prospects. Communicate with services and provide comprehensive account support. Ensure customer needs are met. Capture, assist, design, and manage the service platform. Respond to Underwriters questions in a timely and professional manner. Adhere to Commercial Lines Best Practices. Includes written confirmation of new and renewal binding, evidence of coverage, and changes to coverage. Maintain a high degree of accuracy in agency management and document management systems. Identify exposure to loss and recommend appropriate coverages. Provide work direction to less experienced staff as needed.
Knowledge, Skills And Abilities
3+ years of insurance experience. High school diploma or graduate equivalent degree required. For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required. Experience managing less complex commercial property and casualty accounts. Working knowledge of Microsoft Office suite of products. Strong verbal, written, and interpersonal communication skills. Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions. Ability to be flexible and adaptable to changing priorities and deadlines. Ability to work effectively in a team environment and across all organizational levels.
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 .
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Insurance Referrals increase your chances of interviewing at USI Insurance Services by 2x Sign in to set job alerts for “Account Manager Financial Services” roles.
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Account Manager - Financial Services
role at
USI Insurance Services 4 days ago Be among the first 25 applicants Join to apply for the
Account Manager - Financial Services
role at
USI Insurance Services Direct message the job poster from USI Insurance Services Senior Talent Acquisition Partner - Specialty Groups
Requirements
Description and Requirements
General Description:
Provide day-to-day account management to less complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review. Support Program Managers and Account Executives.
Responsibilities
Responsible for the retention of assigned client accounts. Handle all aspects of Commercial Lines Property & Casualty Insurance. Includes occasional outside service visits to the client. Accountable for marketing, preparing coverage/product recommendations, and discussing renewals with customers. Prepare proposals and summaries of insurance as needed. Develop and maintain working relationships with customers/prospects. Communicate with services and provide comprehensive account support. Ensure customer needs are met. Capture, assist, design, and manage the service platform. Respond to Underwriters questions in a timely and professional manner. Adhere to Commercial Lines Best Practices. Includes written confirmation of new and renewal binding, evidence of coverage, and changes to coverage. Maintain a high degree of accuracy in agency management and document management systems. Identify exposure to loss and recommend appropriate coverages. Provide work direction to less experienced staff as needed.
Knowledge, Skills And Abilities
3+ years of insurance experience. High school diploma or graduate equivalent degree required. For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required. Experience managing less complex commercial property and casualty accounts. Working knowledge of Microsoft Office suite of products. Strong verbal, written, and interpersonal communication skills. Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions. Ability to be flexible and adaptable to changing priorities and deadlines. Ability to work effectively in a team environment and across all organizational levels.
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 .
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Insurance Referrals increase your chances of interviewing at USI Insurance Services by 2x Sign in to set job alerts for “Account Manager Financial Services” roles.
Employee Benefits Senior Account Manager
Employee Benefits Senior Account Manager
Employee Benefits Senior Account Manager
Addison, TX $105,000.00-$110,000.00 2 days ago Senior Account Manager - Hybrid - Express Scripts
Public Relations Account Manager (B2B Technology, Cybersecurity, Financial Services)
Irving, TX $53,000.00-$73,000.00 5 days ago Salesforce Banking & Financial Markets Industry GTM Leader (Remote)
Dallas, TX $88,000.00-$109,000.00 4 days ago Sr. Account Manager, Group Benefits (West Coast)
Dallas, TX $90,000.00-$175,000.00 6 days ago Enterprise Account Manager, Travel and Hospitality
Dallas-Fort Worth Metroplex $50,000.00-$60,000.00 2 weeks ago Project Engineering Sr / Control Account Manager (CAM)
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr