Commercial Lines Account Manager: Growth & Retention Focus

USI Insurance Services; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Wellness program

College scholarships for associates' -

Financial help in times of need

Generous paid time off and holidays

Job summary

USI Insurance Services in Dallas, TX is seeking a client services professional to manage and coordinate service activities for commercial lines clients with revenue $5,000 or below. You will serve as the primary contact, build strong client relationships, present recommendations, and implement insurance programs while maintaining a high retention rate.

The role requires 2 years of Commercial Property & Casualty agency experience, a Property and Casualty license, and strong communication skills.

Qualifications

• 2 years of experience in a Commercial Property & Casualty insurance agency.
• 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

Communication skills

Commercial insurance knowledge

Attention to detail

Independent work

Microsoft Office

Education

College degree preferred

Property and Casualty license

Tools

Sagitta/ImageRight

MS Office

Job description

USI Insurance Services in Dallas, TX is seeking a client services professional to manage and coordinate service activities for commercial lines clients with revenue $5,000 or below. You will serve as the primary contact, build strong client relationships, present recommendations, and implement insurance programs while maintaining a high retention rate.

The role requires 2 years of Commercial Property & Casualty agency experience, a Property and Casualty license, and strong communication skills.