General Description: Consultative account management partner for Commercial Lines (Select) client accounts for $10,000 to $15,000 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 accounts in accordance with USI guidelines and key performance indicators.

•            Manage renewal workflow for assigned book of business, avoiding any lapses 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.

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

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

•            Attend sales and marketing weekly meetings.

Knowledge, Skills, and Abilities:

•            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 designations such as ARM, CIC, CPCU preferred.

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

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

•            Proven ability to work in a fast-paced, team environment with minimal instruction.

•            Strong written, verbal, and interpersonal communication skills.