Commercial Lines Account Manager — Client Growth & Retention

Usi, Inc.; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

USI, Inc. is seeking a service-focused professional to manage and coordinate service activities for commercial lines clients with revenues up to $5,000.

You will serve as the primary contact, develop strong client relationships, and present insurance options and program recommendations while aiming to maintain high retention. You will work independently to inform clients about policy changes, handling renewals, proposals, and claims reporting, and ensure timely responses in line with carrier

Qualifications

• 2+ years of experience in a Commercial Property & Casualty insurance agency.
• Must hold Property and Casualty insurance license.
• Industry designation or willingness to pursue 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 client relationship, account retention, and developing a comprehensive and competitive insurance program.
• Inform and educate clients on policy changes, exclusions, insurance coverages, and industry trends.
• Respond to client and 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.
• Manage client account in accordance with USI guidelines and KPIs.
• Keep current on industry information, technology, and trends.

Skills

P&C insurance experience

P&C license

Industry designation

Communication skills

MS Office proficiency

Fast-paced team environment

Tools

Sagitta

ImageRight

Job description

USI, Inc. is seeking a service-focused professional to manage and coordinate service activities for commercial lines clients with revenues up to $5,000.

You will serve as the primary contact, develop strong client relationships, and present insurance options and program recommendations while aiming to maintain high retention. You will work independently to inform clients about policy changes, handling renewals, proposals, and claims reporting, and ensure timely responses in line with carrier