Account Manager - Ritman

USI Insurance Services; Indianapolis (IN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Job summary

USI Insurance Services in Indianapolis is seeking a detail-oriented individual for an account management role specializing in commercial property and casualty accounts. The position involves the retention of client accounts and handling all aspects of insurance marketing, along with coverage reviews.

Ideal candidates should possess over 3 years of insurance experience and have a high school diploma. Strong communication skills and a working knowledge of Microsoft Office are essential. The role offers a competitive benefits package, including health insurance and paid time off.

Qualifications

• 3+ years of insurance experience required.
• Experience managing less complex commercial property and casualty accounts.
• Property & Casualty licensure required for direct client service.

Responsibilities

• Responsible for retention of assigned client accounts.
• Handle all aspects of Commercial Lines Property & Casualty Insurance.
• Prepare proposals and summaries of insurance as needed.

Skills

Insurance experience

Verbal communication

Written communication

Interpersonal communication

Problem-solving

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

General Description

Provide day-to-day account management to less complex commercial property and casualty accounts. Includes new and renewal marketing, handling client questions and requests, and coverage review. Support Program Managers and Account Executives.

Responsibilities

• Responsible for the retention of assigned client accounts.
• 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.
• Develop and maintain working relationships with customers/prospects.
• Communicate with services and provide comprehensive account support. Ensure customer needs are met.
• Capture, assist, design, and manage the service platform.
• Respond to Underwriters questions in a timely and professional manner.
• 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

• 3+ years of insurance experience.
• High school diploma or graduate equivalent degree required.
• For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required.
• Experience managing less complex commercial property and casualty accounts.
• Working knowledge of Microsoft Office suite of products.
• Strong verbal, written, and interpersonal communication skills.
• Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions.
• Ability to be flexible and adaptable to changing priorities and deadlines.
• 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 .