USI Insurance Services
Commercial Lines Select Senior Account Manager II
San Antonio, TX | $101K - $138K
Qualifications
- 5 years + of experience in a Commercial Property & Casualty insurance agency
- Strong understanding of Property & Casualty insurance
- Must hold a Property & Casualty insurance license
- Comfortable with internet-based programs and Microsoft Office products
- Able to carry out 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
Responsibilities
- General Description: Consultative account management partner for Commercial Lines (Select) client accounts of $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
- 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 account 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
- 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
Benefits
- Industry-Leading Programs, Rewards, and Recognition
- In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day
- 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
Company information
