CL Sr Account Manager

USI Insurance Services; City of Syracuse (NY); Remote; USD 80,000 - 116,000; Full time

Job summary

A leading insurance brokerage seeks a CL Sr Account Manager to manage Commercial Lines accounts. The role involves client support, insurance marketing, and collaboration with sales teams. Candidates should have over 5 years of experience and a strong understanding of Property & Casualty insurance, with opportunities for remote work.

Benefits

Comprehensive benefits package

Generous PTO and paid family leave

Wellness initiatives

Qualifications

• 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, personalized support to assigned clients.
• Responsible for marketing and placement of client insurance renewals.

Skills

Understanding of Property & Casualty insurance

Client management

Negotiation

Analytical skills

Team collaboration

Education

College degree

Property & Casualty insurance license

Industry designation such as ARM, CIC, CPCU

Tools

Microsoft Office

Sagitta / ImageRight

Job description

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Role can be worked remotely, but candidate must reside within the New England Region.

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:

1. Provide proactive, personalized support to assigned Commercial Lines clients.
2. Provide insurance technical expertise to clients and other members of the Account Management team.
3. 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.
4. Manage client renewal expirations and avoid any lapse in coverage.
5. Negotiate with carriers on behalf of clients.
6. Process policies, endorsements, and audits as needed.
7. Champion client cross-selling initiatives and develop customer accounts.
8. Represent client interests in internal USI account strategy meetings.
9. Delegate administrative client tasks to assigned Account Representatives.
10. Respond to underwriters’ questions in a timely and professional manner.
11. Maintain a high degree of accuracy in agency management systems.
12. Regular in-person attendance at face-to-face client meetings.

Knowledge, Skills, and Abilities:

1. 5+ years experience in a Commercial Lines agency. College degree preferred.
2. Strong understanding of Property & Casualty insurance.
3. Must hold or be willing to earn Property & Casualty insurance license.
4. Industry designation such as ARM, CIC, CPCU preferred.
5. Comfortable with internet-based programs and Microsoft Office products.
6. Knowledge of Sagitta / ImageRight preferred but not required.
7. Able to work in a fast-paced, team environment with minimal instruction.
8. Keep informed about industry information, technology, and trends.

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. We have created a dynamic culture focused on personal and professional development, investing heavily in our associates and celebrating their growth through unique reward and recognition programs.

Unrivaled Resources and Support

The USI ONE Advantage is a game-changing value proposition that delivers comprehensive risk management and benefit solutions with tangible financial impact. It encompasses Omni, Network, and Enterprise, developing strategic and effective risk management programs that demonstrate clear economic benefits.

Industry-Leading Programs, Rewards, and Recognition

Alongside competitive pay, incentives, and benefits, USI recognizes excellence through programs like Summit Awards, wellness initiatives, college scholarships, and financial assistance, fostering a healthy and productive workforce.

Deep Community Engagement

We are dedicated to supporting local communities and promoting environmental sustainability through volunteerism, partnerships, and eco-friendly practices.

Committed to Diversity, Equity, and Inclusion

Our I’m With U program educates and supports our diverse workforce, enhancing service to clients and communities through targeted training and outreach.

Recognition and Awards

• Insurance Business America’s Top Insurance Employers (2018-2024)
• Business Insurance’s Best Places to Work in Insurance (2020-2024)
• Fortune’s Best Workplaces in Financial Services & Insurance (2024)
• Glassdoor’s Best-Led Company in the U.S. (2024)
• Newsweek’s America’s Greatest Workplaces for Diversity (2024)

We offer a comprehensive benefits package including health, wellness, dental, vision, 401(k), flexible spending, disability, life insurance, generous PTO, paid family leave, and holidays.

Salary Range: $80,275 - $115,500

Additional Details:

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Insurance