Client Services Account Manager I – Personal Lines

USI Insurance Services; Northern (KY); Hybrid; USD 45,000 - 60,000; Full time

Job summary

USI Insurance Services is seeking a Customer Care Center professional responsible for service, sales and retention of client accounts. You will handle new/renewal marketing, respond to client inquiries, and review coverage while aligning with USI Standards and Core Values.

Responsibilities include servicing client accounts via carrier portals, coordinating service with sales, and timely communication with underwriters.

Qualifications

• 2–5 years experience in Personal Lines P&C insurance; high school graduate; college degree preferred but not required.
• Must hold state Property & Casualty license or be willing to obtain one within a defined timeframe.
• Ideal: ARM, CIC, CPCU or pursuing industry designations.
• Strong written, oral, and interpersonal communication skills.
• Knowledge of Sagitta/WorkSmart is preferred but not required.
• Ability to work in a fast-paced environment with accuracy and good prioritization.
• Effective teamwork and collaborative attitude to achieve business goals.

Responsibilities

• Service client accounts independently using carrier websites and rating systems.
• Coordinate service for new and existing clients through sales, account development and problem solving.
• Submit to carriers and follow up for quotes and policies.
• Respond to underwriters’ questions promptly and professionally.
• Maintain high accuracy in agency management and document systems.
• Refer clients to carriers for claims reporting and file first reports when needed.
• Support USI Personal Risk initiatives and leverage carrier service centers and direct billing where possible.

Skills

P&C insurance experience

Strong communication

Teamwork

Ability to work in fast-paced env

Education

High school diploma

College degree preferred

Tools

Sagitta/WorkSmart

Job description

USI Insurance Services is seeking a Customer Care Center professional responsible for service, sales and retention of client accounts. You will handle new/renewal marketing, respond to client inquiries, and review coverage while aligning with USI Standards and Core Values.

Responsibilities include servicing client accounts via carrier portals, coordinating service with sales, and timely communication with underwriters.