General Description: Provide independent and proactive day-to-day account management of moderately complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review.

Responsibilities:

• Work at a strategic level to develop and retain consultative partnerships with customers/prospects.

• Develop, implement, and monitor comprehensive customer service plans that reflect the customer's business and risk management goals.

• Handle all aspects of Commercial Lines Property & Casualty Insurance. Includes occasional outside service visits to the client.

• Accountable for marketing, preparing coverage/product recommendations, and discussing renewals with customers.

• Prepare proposals and summaries of insurance as needed.

• Manage or direct client accounts/relationships. Ensure retention, growth of book of business, and that customer needs are met.

• Provide technical support to Program Managers or Account Executives. Includes analyzing client needs, coverage forms, and quotations.

• Respond to Underwriters questions in a timely and professional manner.

• Respond to client requests for information, documents, and general insurance inquiries.

• Adhere to Commercial Lines Best Practices. Includes written confirmation of new and renewal binding, evidence of coverage, and changes to coverage.

• Maintain a high degree of accuracy in agency management and document management systems.

• Identify exposure to loss and recommend appropriate coverages.

• Provide work direction to less experienced staff as needed.

Knowledge, Skills and Abilities:

• 5 years + of insurance experience.

• High school diploma or graduate equivalent degree required.

• Must hold state Property & Casualty insurance license.

• Experience managing moderately complex commercial property and casualty accounts.

• Experience developing and maintaining strong working relationships with customers and prospects.

• Experience effectively marketing to carriers and customers.

• Working knowledge of Microsoft Office suite of products.

• Excellent verbal, written, and interpersonal communication skills.

• Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions.

• Ability to work effectively in a team environment and across all organizational levels.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. 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.

Job ID:

28150