CL Account Manager

USI Insurance Services; Woburn (MA); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Account Manager to oversee a portfolio of Commercial Lines insurance accounts. This role involves providing personalized support to clients, negotiating with carriers, and ensuring seamless renewals. You'll leverage your expertise in Property & Casualty insurance to make informed recommendations and drive cross-selling initiatives. With a focus on client satisfaction and accuracy, you will thrive in a hybrid work environment, collaborating with a dynamic team. If you are passionate about insurance and client relations, this opportunity is perfect for you!

Qualifications

• 3-5+ years experience in a Commercial Lines agency.
• 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, personalized support to assigned Commercial Lines clients.

Skills

Commercial Lines Insurance

Property & Casualty Insurance

Client Relationship Management

Negotiation Skills

Microsoft Office

Education

College Degree

Tools

Sagitta

ImageRight

Job description

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.

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