General Description: 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. **This position offers a hybrid schedule with the employee working 2 - 3 days in our Glen Allen office and the remainder from home.**

Responsibilities:

· Provide proactive, personalized support to assigned Commercial Lines clients.

· Provide insurance technical expertise to clients and members of the Account Management team.

· Responsible for marketing and placement of client Commercial Lines insurance renewals.

o With assistance from Account Representatives, prepare client applications for review.

o Determine most-appropriate carriers for market pricing.

o Analyze and compare carrier quotes and coverage offerings.

o Make insurance program recommendations to clients.

· Manage client renewal expirations and avoid any lapse in coverage.

· Negotiate with carriers on behalf of clients.

· Process policies, endorsements and audits as needed.

· Champion client cross-selling initiatives and develop customer accounts.

· Represent client interests in internal USI account strategy meetings.

· Delegate administrative client tasks to assigned Account Representatives.

· Respond to underwriters’ questions in a timely and professional manner.

· Maintain a high degree of accuracy in agency management systems.

· Occasional in-person attendance at face-to-face client meetings.

Knowledge, Skills and Abilities:

· 2-5 years of 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 designation such as ARM, CIC, CPCU preferred

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

· Knowledge of Sagitta / ImageRight preferred, but not required.

· Able to carry out complex tasks with many concrete and abstract variables.

· Able to work in a fast-paced, team environment with minimal instruction.

· Keep informed about industry information, technology, and trends.