Commercial Lines Account Lead — Client Retention & Service

USI Insurance Services; Houston (TX); On-site; USD 52,000 - 78,000; Full time

Job summary

USI Insurance Services in Houston seeks a Commercial Property & Casualty client services professional responsible for managing service activities for commercial lines clients, maintaining client relationships, and ensuring high retention. The role requires handling renewals, proposals, and coordination with carriers.

The ideal candidate holds a P&C license, 2 years of relevant experience, and a degree or equivalent knowledge; strong communication, and proficiency with MS Office and industry

Qualifications

• 2 years of experience in a Commercial Property & Casualty insurance agency.
• College degree preferred.
• Must hold Property and Casualty insurance license.
• Hold an industry designation or be willing to further industry knowledge through courses.
• Knowledge of Sagitta/ImageRight preferred.
• Strong written, verbal, and interpersonal communication skills.
• Comfortable with internet-based programs and Microsoft Office products.
• Ability to work in a fast-paced, team environment with minimal instruction and a high degree of accuracy.

Responsibilities

• Accountable for the client relationship, account retention, and developing a comprehensive and competitive insurance program.
• Work independently to inform and educate clients on policy changes, exclusions, insurance coverages, and insurance industry trends.
• Respond to client and insurance carrier requests within agreed upon timeframes.
• Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.
• Negotiate renewal and/or new line of coverage with knowledge of carrier underwriting guidelines.
• Prepare proposals and summaries of insurance, as needed.
• Assist clients with claims reporting.
• Adhere to company’s credit and collection policy in invoicing and pursuing prompt payments. Request cancellations in accordance with company standards.
• Manage client account in accordance with USI guidelines and key performance indicators.
• Keep current on industry information, technology, and trends.

Skills

CP&C insurance exp

Communication skills

MS Office

Teamwork

Sagitta

ImageRight

Education

Bachelor's degree preferred

Tools

Sagitta

ImageRight

Job description

USI Insurance Services in Houston seeks a Commercial Property & Casualty client services professional responsible for managing service activities for commercial lines clients, maintaining client relationships, and ensuring high retention. The role requires handling renewals, proposals, and coordination with carriers.

The ideal candidate holds a P&C license, 2 years of relevant experience, and a degree or equivalent knowledge; strong communication, and proficiency with MS Office and industry