USI Insurance Services
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Commercial Lines Account Manager
role at
USI Insurance Services
Description and Requirements Due to growth, USI is adding to our Private Equity team. Commercial Insurance experience within middle market is needed but Private Equity experience is not! Come join a growing organization!
Responsibilities
Manage 30 to 50 middle-market Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests, and coverage review. Assist Sales Executives and Account Executives.
Provide proactive, personalized support to assigned Commercial Lines clients.
Provide insurance technical expertise to clients and team members.
Market and place client Commercial Lines insurance renewals, prepare applications, analyze carrier quotes, and recommend insurance programs.
Manage client renewal expirations, negotiate with carriers, process policies, endorsements, and audits.
Champion cross-selling initiatives, represent client interests in strategy meetings, delegate administrative tasks, respond to underwriters, and maintain accuracy in management systems.
Occasional in-person client meetings.
Knowledge, Skills, and Abilities
2-5 years experience in a Commercial Lines agency. College degree preferred.
Strong understanding of Property & Casualty insurance.
Must hold or be willing to earn Property & Casualty insurance license.
Industry designations such as ARM, CIC, CPCU preferred.
Proficiency with internet programs and Microsoft Office; knowledge of Sagitta / ImageRight preferred.
Ability to work in a fast-paced team environment with minimal instruction.
Stay informed about industry trends and technology.
Why USI? USI is a leading insurance brokerage with over $2.7 billion revenue, 10,000+ associates, and about 200 offices nationwide. We invest in our employees' growth and success through various recognition and development programs.
Resources & Support Our USI ONE Advantage offers clients comprehensive risk management and benefit solutions, setting us apart from competitors.
Recognition & Benefits We offer competitive pay, incentives, benefits, wellness programs, scholarships, and support for a healthy work-life balance.
Community & Diversity USI is committed to community service, environmental sustainability, and fostering a diverse, equitable, and inclusive workplace through our I’m With U program.
Awards & Recognitions
Top Insurance Employer (2018-2024)
Best Places to Work in Insurance (2020-2024)
Fortune’s Best Workplaces in Financial Services & Insurance (2024)
Glassdoor Best-Led Company (2024)
America’s Greatest Workplaces for Diversity (2024)
Compensation Salary Range: $70,000 - $90,000. Bonus eligibility with a target incentive of 5%.
Additional Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Healthcare, Non-profit, Government
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Commercial Lines Account Manager
role at
USI Insurance Services
Description and Requirements Due to growth, USI is adding to our Private Equity team. Commercial Insurance experience within middle market is needed but Private Equity experience is not! Come join a growing organization!
Responsibilities
Manage 30 to 50 middle-market Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests, and coverage review. Assist Sales Executives and Account Executives.
Provide proactive, personalized support to assigned Commercial Lines clients.
Provide insurance technical expertise to clients and team members.
Market and place client Commercial Lines insurance renewals, prepare applications, analyze carrier quotes, and recommend insurance programs.
Manage client renewal expirations, negotiate with carriers, process policies, endorsements, and audits.
Champion cross-selling initiatives, represent client interests in strategy meetings, delegate administrative tasks, respond to underwriters, and maintain accuracy in management systems.
Occasional in-person client meetings.
Knowledge, Skills, and Abilities
2-5 years experience in a Commercial Lines agency. College degree preferred.
Strong understanding of Property & Casualty insurance.
Must hold or be willing to earn Property & Casualty insurance license.
Industry designations such as ARM, CIC, CPCU preferred.
Proficiency with internet programs and Microsoft Office; knowledge of Sagitta / ImageRight preferred.
Ability to work in a fast-paced team environment with minimal instruction.
Stay informed about industry trends and technology.
Why USI? USI is a leading insurance brokerage with over $2.7 billion revenue, 10,000+ associates, and about 200 offices nationwide. We invest in our employees' growth and success through various recognition and development programs.
Resources & Support Our USI ONE Advantage offers clients comprehensive risk management and benefit solutions, setting us apart from competitors.
Recognition & Benefits We offer competitive pay, incentives, benefits, wellness programs, scholarships, and support for a healthy work-life balance.
Community & Diversity USI is committed to community service, environmental sustainability, and fostering a diverse, equitable, and inclusive workplace through our I’m With U program.
Awards & Recognitions
Top Insurance Employer (2018-2024)
Best Places to Work in Insurance (2020-2024)
Fortune’s Best Workplaces in Financial Services & Insurance (2024)
Glassdoor Best-Led Company (2024)
America’s Greatest Workplaces for Diversity (2024)
Compensation Salary Range: $70,000 - $90,000. Bonus eligibility with a target incentive of 5%.
Additional Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Healthcare, Non-profit, Government
#J-18808-Ljbffr