CL Account Manager

USI Insurance Services; Needham (MA); Hybrid; USD 70,000 - 151,000; Full time

Job summary

An established industry player is seeking a dynamic CL Account Manager to oversee a portfolio of Commercial Lines insurance accounts. This role involves providing personalized support, technical expertise, and managing renewals while ensuring client satisfaction. With a commitment to professional development and community engagement, this position offers a hybrid work opportunity and a chance to thrive in a supportive environment. Join a firm recognized for its excellence and be part of a team that values diversity, equity, and inclusion while delivering innovative insurance solutions.

Benefits

Generous Paid Time Off

Paid Family Leave

Wellness Programs

401(k) Plan

Medical, Dental, and Vision Insurance

Employee Recognition Programs

Flexible Spending Accounts

Life Insurance

Short and Long-Term Disability

College Scholarships for Associates' Children

Qualifications

• 3-5+ years experience in a Commercial Lines agency.
• Strong understanding of Property & Casualty insurance.
• Must hold or be willing to earn Property & Casualty insurance license.

Responsibilities

• Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts.
• Provide proactive support and insurance expertise to clients.
• Negotiate with carriers and manage client renewal expirations.

Skills

Commercial Lines Insurance

Property & Casualty Insurance

Client Relationship Management

Negotiation Skills

Microsoft Office

Education

College Degree

Industry Designation (ARM, CIC, CPCU)

Tools

Sagitta

ImageRight

Job description

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General Description: Manage 20 to 40 mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives.

Responsibilities:

• Provide proactive, personalized support to assigned Commercial Lines clients.
• Provide insurance technical expertise to clients and other members of the Account Management team.
• Responsible for marketing and placement of client Commercial Lines insurance renewals.
• With assistance from Account Representatives, prepare client applications for review.
• Determine most-appropriate carriers for market pricing.
• Analyze and compare carrier quotes and coverage offerings.
• Make insurance program recommendations to clients.
• Manage client renewal expirations and avoid any lapse in coverage.
• Negotiate with carriers on behalf of clients.
• Process policies, endorsements and audits as needed.
• Champion client cross-selling initiatives and develop customer accounts.
• Represent client interests in internal USI account strategy meetings.
• Delegate administrative client tasks to assigned Account Representatives.
• Respond to underwriters’ questions in a timely and professional manner.
• Maintain a high degree of accuracy in agency management systems.
• Regular in-person attendance at face-to-face client meetings.
  

Knowledge, Skills and Abilities:

• 3-5+ years experience in a Commercial Lines agency. College degree preferred.
• Strong understanding of Property & Casualty insurance.
• Must hold or be willing to earn Property & Casualty insurance license. Must obtain within 60 days of joining.
• Industry designation such as ARM, CIC, CPCU preferred
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Sagitta / ImageRight preferred, but not required.
• Able to work in a fast-paced, team environment with minimal instruction.
• Keep informed about industry information, technology and trends.
  
  

Hybrid opportunity in either our Woburn, Needham OR Chicopee locations.

Why USI?

With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

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. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
• Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
• Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
• Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
  
  

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

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 .

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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