General Description: Consultative account management partner for Commercial Lines (Select) client accounts for $5,000 - $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 the 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 lapse 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.

•           Manage client accounts in accordance with USI guidelines and key performance indicators.

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

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

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 designation such as ARM, CIC, CPCU preferred.

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

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

•           Proven ability to work in a fast-paced, team environment with minimal instruction and a high degree of accuracy.

•           Strong written, verbal, and interpersonal communication skills.