CL Sr Account Manager

USI Insurance Services; Braintree (MA); On-site; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Commercial Lines Account Manager, where you will manage a diverse portfolio of insurance accounts. In this dynamic role, you will engage directly with clients, providing personalized support and expert advice on their insurance needs. Your responsibilities will include marketing renewals, negotiating with carriers, and ensuring seamless communication between clients and the internal team. This is an excellent opportunity for an experienced professional looking to make a significant impact in the insurance industry while working in a collaborative environment.

Qualifications

• 5+ years experience in a Commercial Lines agency.
• Strong understanding of Property & Casualty insurance.

Responsibilities

• Manage 20 to 40 Commercial Lines insurance accounts.
• Provide proactive support and insurance expertise to clients.

Skills

Commercial Lines Insurance

Property & Casualty Insurance

Customer Service

Negotiation Skills

Analytical Skills

Education

Bachelor's Degree

Tools

Microsoft Office

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:

• 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.
• 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.