CL Sr Account Manager

USI Insurance Services; Woburn (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated Account Manager to oversee mid-to-large sized Commercial Lines insurance accounts. In this dynamic role, you'll provide personalized support to clients, manage renewals, and negotiate with carriers on their behalf. Your expertise in Property & Casualty insurance will be essential as you analyze market options and make tailored recommendations. Join a collaborative team where your contributions will drive client satisfaction and business growth. If you thrive in a fast-paced environment and are passionate about client success, this opportunity is perfect for you.

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

Client Relationship Management

Negotiation Skills

Cross-Selling Initiatives

Education

College Degree

Industry Designation (ARM, CIC, CPCU)

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.